Custom AI & Automation
Use AI to draft replies, summarise a job’s history or prepare a task for staff to approve.
Which jobs need attention today?
One service visit is waiting for a completion record. The other two jobs have an owner and a confirmed time.
What should become easier.
The issue usually appears before the brief.
- You can see where AI would help, but not where it is safe to start.
- The useful AI feature has to work inside software you already run.
- General assistants lack your context and cannot be trusted with your actions.
- You need proof it works before committing to a larger programme.
What changes
- A small example your team can test
- Clear limits on what AI may do
- Staff review where a decision matters
- Evidence to decide whether to continue
The practical details.
What’s included, what it connects to and how it works.
How the work can move.
- Choose a useful task
- Agree the information and actions allowed
- Test a prototype with sample work
- Connect it with staff checks in place
- Review mistakes, costs and usefulness
An example in practice
A team wants help drafting supplier-claim replies. A proposed pilot would use representative claims and approved response guidance, with a person reviewing each draft. The team would assess factual accuracy, missing context and editing effort before deciding whether to connect it to the live workflow.
How far can we take it?
A starting point
One AI-assisted task with representative test inputs, approved sources, a staff review step and agreed acceptance criteria. Record failures and operating costs before expanding its access or actions.
Additional work to consider
Several AI tools working together, voice calls, searching large document collections or additional security and testing requirements.
What can it connect to?
- Managed AI models via their APIs
- Your approved documents and data
- Existing web applications and workflows
- Messaging and email channels
- Human review and approval steps
We’ll check what your existing tools let us access before including a connection in the plan.
Do we need to build our own AI?
Usually not. An existing AI service can be connected to approved information and tools. We test whether it handles the task well before considering more specialised work.
How do you prevent incorrect actions?
AI can make mistakes. The plan should limit what it can access or change, check its inputs and require a person’s approval for consequential actions.
Start with the problem.
No brief or technical diagnosis required.
Tell us what's stuck