AREA 01
Scheduling
We can scope how requests, availability and follow-up move through your current process. The right next step depends on the tools and rules already in use.
AI solutions / Workflow automation
Less retyping. A clearer way through.
When information has to be entered more than once, the work around it deserves a closer look. We map the process and the tools you already use, then identify where automation can connect the steps and where AI may help.
A better starting point
- 01Information arrives
- 02A person repeats a step
- 03The next tool needs the same detail
First understand the handoff. Then decide what, if anything, should change.
The repeated work
The handoff is often where the friction lives.
A detail arrives in one place, gets copied somewhere else, then needs to be checked before anyone can act. That pattern is worth understanding before deciding whether AI belongs in it.
AREA 02
Email responses
We can examine repeat questions and the work of preparing a response. AI may help draft or sort information, with a person reviewing where accuracy or judgement matters.
AREA 03
Data operations
We can map where information is entered, checked or moved between existing tools, then assess which handoffs are suitable to automate.
These are areas to scope together, not a list of prebuilt integrations or promised outcomes.
Automation, then AI
Use the simplest thing that fits.
Some work follows clear rules. Other work involves language, variation or a judgement call. Those are different problems, and they should not be given the same solution by default.
01Clear rules · repeatable steps
Ordinary automation
When the steps and conditions are predictable, automation can move information or trigger the next step without asking AI to interpret it.
02Variable input · agreed review
A place for AI
When information is less structured, AI may help interpret or prepare it. We agree what it can do, what needs review and when a person takes over.
The scope depends on your tools, process and tolerance for risk. AI can be wrong, so we decide together where human review belongs before anything is put into use.
How we scope the work
Make the process visible before changing it.
A useful first conversation is about what happens today: where information starts, who touches it and what needs to be true before the next step.
- 01
Trace one real process
Follow the information from its starting point through the repeated entry, checks and handoffs.
- 02
Look at the tools and rules
Understand what your current systems allow, what must stay consistent and where people make the call.
- 03
Choose the right approach
Decide whether a rule-based workflow, AI support, custom software or no change is the best fit.
- 04
Agree the review points
If work proceeds, define what people review, how exceptions are handled and how the process is checked.
Related work
The right next step may be broader.
Start with the repeated work.
Bring one process that involves retyping or moving information between tools. We can use twenty minutes to understand the shape of it and discuss whether it is worth scoping further.