Put AI to work in a defined workflow.

Build useful AI agents and solutions around your data, integrations, permissions, and evaluation needs.

Scope an AI Pilot
  • AI agents
  • RAG & knowledge
  • Workflow integration

Start with your goal.

AI agents, knowledge assistants, and workflow solutions with integration and evaluation built in.

Close detail of server equipment and network connections

Choose the work.
See the workflow.

Connected to your tools. Shaped around the way your business works.

Explore all 20

Accounting workflow selected.

Your invoice review assistant.

Read invoices, suggest matches, and bring exceptions to your accountant.

InvoicesAccounting systemApproval queue
Plan my accounting agent
WORKFLOW PREVIEWEXAMPLE SCENARIO
STARTS WHEN

A supplier invoice arrives

  1. Extract invoice details
  2. Check records and duplicates
  3. Prepare a review queue
EXAMPLE OUTPUT

An invoice draft with a missing purchase order flagged.

Your accountant approves ledger changes and payment actions.

Illustrative workflows. We scope your integrations, access, and approvals before a pilot.

More agent possibilities

Where are you today?

Validate a product capability

Test an AI product idea with a focused pilot.

Make internal knowledge usable

Answer from approved sources while respecting access and freshness.

Improve a business workflow

Assess repetitive tasks and define automation and human approval.

Clear deliverables.

Feasibility brief

Task, sources, integrations, constraints, and pilot scope.

Data & retrieval

Prepared sources, retrieval, freshness, and access boundaries.

AI application

Interface, model connections, workflow logic, and permitted tools.

Evaluation & fallbacks

Test cases, fallbacks, and approval for consequential actions.

Operational handover

Deployment, issue visibility, ownership, and improvement planning.

Progress you can review.

Choose the task

Choose a task and acceptance criteria.

Connect and constrain

Review sources, integrations, permissions, and limits.

Build and evaluate

Test a bounded pilot on realistic cases.

Operate and improve

Define monitoring, ownership, and expansion criteria.

How we work

A plan that fits.

Agree on scope, responsibilities, reviews, and commercial terms. Confirm access, inputs, and approvals.

Do we need an AI agent?

Rules or an assistant may be sufficient. Agents suit tasks requiring tool selection; we assess the task and permissions first.

Can AI use our documents and tools?

Yes, where authorized access and integrations allow. Source quality, retention, user permissions, and permitted actions shape the scope.

When is a pilot ready to expand?

Review representative cases, failure handling, human review, operating cost, and ownership against agreed criteria. Expand after reviewing evidence.

Before you begin.

AI Agent, Chatbot, or Workflow Automation: What Does Your Business Need?

Read the guide

Connected support.

What’s your next milestone?

Share your goal. We’ll shape the next step.

Scope an AI Pilot

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