Example workflows, by business task.

These are illustrative examples, not client case studies. We design each workflow around your systems, your data and your approval rules.

• Example workflow

  Email triage

  Sort a shared inbox, flag what is urgent and prepare draft replies for your team to approve.

  Email arrives

  AI sorts and drafts

  Team approves

  Reply sent

  Who it's for

  Teams that answer a shared inbox: support, sales or operations.

  How it works today

  Someone reads every message, decides who should handle it and writes each reply from scratch.

  What AI takes on

  AI labels and prioritises incoming email and drafts replies from your approved templates and past answers.

  Systems involved

  Shared mailbox · CRM or help desk (optional)

  Human review

  A team member reviews and edits every draft. Nothing is sent without their approval.

  What success looks like

  Urgent messages are seen first, and replies are checked rather than written from scratch.

• Example workflow

  Document processing

  Pull the key fields out of invoices, contracts and forms, check them and send them to the right place.

  Document received

  AI extracts fields

  Exceptions checked

  Structured record

  Who it's for

  Finance, admin and operations teams that re-type information from documents.

  How it works today

  Staff open each document, copy fields into another system by hand and chase missing details.

  What AI takes on

  AI extracts the fields, checks them against your rules and routes each document to the right queue or system.

  Systems involved

  Where documents arrive (email, shared drive or upload) · Your finance or records system

  Human review

  Exceptions and high-risk items, such as uncertain fields, unusual amounts or contract terms, go to a person before anything is recorded.

  What success looks like

  Routine documents become structured records, and your team spends its time on the exceptions.

• Example workflow

  Lead intake

  Turn website and form enquiries into clean CRM records with a follow-up task for the right person.

  New enquiry

  AI sorts and dedupes

  Follow-up confirmed

  CRM record

  Who it's for

  Sales and business-development teams receiving enquiries from several channels.

  How it works today

  Enquiries arrive by form and email and are copied into the CRM by hand; duplicates and slow follow-ups slip through.

  What AI takes on

  AI removes duplicates, categorises each enquiry and creates the CRM record and a follow-up task.

  Systems involved

  Website forms and inbox · CRM

  Human review

  A salesperson confirms who follows up, and how, before the customer is contacted.

  What success looks like

  Every enquiry is logged once, with a named owner and a clear next step.

• Example workflow

  Reporting automation

  Collect figures from approved data sources, draft the regular report and flag anything unusual.

  Approved data

  AI drafts report

  Numbers checked

  Report shared

  Who it's for

  Managers and analysts who rebuild the same weekly or monthly report.

  How it works today

  Someone exports data from several systems, pastes it into a spreadsheet and writes the commentary by hand.

  What AI takes on

  AI gathers figures from the data sources you allow, drafts the report and highlights anomalies.

  Systems involved

  Approved data sources (databases, spreadsheets, exports) · Where the report is shared

  Human review

  The report owner checks the key numbers and the commentary before it is shared.

  What success looks like

  The report is ready on time in a consistent format, and attention goes to what changed.

• Example workflow

  Scheduling workflow

  Answer booking requests by checking availability and proposing suitable times.

  Booking request

  AI proposes times

  Approval if needed

  Event booked

  Who it's for

  Teams that coordinate appointments, site visits or meetings by email.

  How it works today

  Staff go back and forth by email, checking several calendars to find a time that works.

  What AI takes on

  AI reads the request, checks availability against your rules and proposes suitable times.

  Systems involved

  Shared calendars · Email or booking form

  Human review

  Requests outside your normal rules, such as urgent, unusual or high-value bookings, wait for a person to approve them.

  What success looks like

  Routine bookings are settled quickly, and exceptions stay with your team.

• Example workflow

  Knowledge assistance

  Help staff find answers in your approved documents, with the source shown for every answer.

  Staff question

  AI finds sources

  Sensitive answers checked

  Internal answer

  Who it's for

  Teams that search policies, procedures or product documentation to answer questions.

  How it works today

  People search several folders or ask a colleague, and the answer depends on who is available.

  What AI takes on

  AI searches only the documents you authorise and drafts an internal answer that links to its sources.

  Systems involved

  Approved document stores · Internal chat or intranet

  Human review

  Answers on sensitive topics are checked by a responsible person before anyone relies on them.

  What success looks like

  Staff find the right document faster, and every answer can be traced to its source.