AI WORKFLOW AUTOMATION

Make AI useful inside the work your team already does.

We build controlled workflows that understand emails and documents, retrieve business context, prepare work for review and update the systems you already use. People remain responsible for decisions that require judgement.

Enquiries · Documents · Knowledge · Research

Enquiry-to-quote AI workflow with human approval and exception handling

CLIENT FEEDBACK

5.0 on Upwork

Verified client reviews.

CLOUD PROGRAMME

AWS Activate

Programme member.

DELIVERY MODEL

Founder-led delivery

Direct access from scope through production.

PRODUCTION OWNERSHIP

Build and operate

Support and improvement beyond launch.

WHERE AI FITS

Most operational work is a chain of small decisions.

Work arrives through email, documents and forms. Employees interpret it, find relevant context, handle exceptions, prepare an answer and update several systems. We automate the repetitive preparation while preserving the decisions that need an accountable person.

Enquiry and quotation workflows

Turn incoming requests into reviewable commercial work.

Read enquiries and attachments, identify missing details, retrieve customer and pricing context, prepare a quote or response and route it for approval.

EMAIL + FORMS → STRUCTURED ENQUIRY → APPROVED RESPONSE

Document intake and validation

Process documents without hiding incomplete or conflicting information.

Classify forms, invoices and supporting evidence; extract fields; validate completeness; match records and route exceptions.

DOCUMENTS → VALIDATED RECORD → EXCEPTION QUEUE

Internal knowledge and operations

Give employees reliable answers from approved business information.

Retrieve relevant policy, product and project information with citations, access controls and a clear escalation route.

QUESTION + CONTEXT → CITED ANSWER → RECOMMENDED ACTION

Research and account intelligence

Turn fragmented research into structured, reviewable evidence.

Combine websites, directories, CRM records and internal criteria to produce evidence briefs, scores and recommendations.

MULTIPLE SOURCES → EVIDENCE BRIEF → HUMAN DECISION

SELECTED AI WORKFLOW EXAMPLE

A complete research workflow, not an isolated AI prompt.

This internal production system is included as a concrete example of the service approach: several sources connected, evidence retained and consequential action kept under human control.

CONTROLLED BY DESIGN

Automate the preparation. Keep people accountable for the decision.

The level of automation should follow the consequence of an error. Routine preparation can run automatically. Low-confidence, unusual or high-impact work is held for review with the supporting evidence visible.

RFQ-1048

Commercial review

Exception · 11%

Source evidence

Pricing follows the 2026 service schedule. Variances above 8% require commercial approval.

Policy · 4.2

Proposed action

Prepare the renewal with the current schedule and route the pricing variance to the commercial owner.

Approval, evidence and outcome saved to the audit trail.

Routine automation

  • Extraction
  • Classification
  • Record lookup
  • Deterministic validation
  • Draft preparation
  • Approved system updates

Human review

  • Low-confidence matches
  • Missing evidence
  • Commercial exceptions
  • External communication
  • High-value actions
  • Final submission

Operational evidence

  • Representative test cases
  • Input and output history
  • Approval records
  • Failure monitoring
  • Cost and latency
  • Versioned changes

Validated outputs

Important data must match an expected structure before systems are updated.

Evaluated behaviour

Representative cases test quality and regression before changes are released.

Recorded decisions

Inputs, recommendations, approvals and actions remain inspectable.

Controlled access

People and automated processes receive only the information and permissions they need.

Exact calculations remain deterministic. Consequential decisions remain with the appropriate person. AI is used only where it improves the workflow.

WAYS TO START

Begin with one workflow and the evidence needed to control it.

  1. 01

    Assess

    Best for

    A repeated process has been identified, but its value, feasibility or control requirements are not yet clear.

    What we do

    Map the inputs, systems, decisions, exceptions, owners and current cost of the workflow.

    WORKFLOW MAP · OPPORTUNITY ASSESSMENT · RECOMMENDED FIRST PROOF

  2. 02

    Prove

    Best for

    Extraction, retrieval or AI behaviour needs to be tested against realistic examples before a production investment.

    What we do

    Build the difficult part and evaluate it against representative cases.

    WORKING PROOF · EVALUATION SET · MEASURED FINDINGS

  3. 03

    Implement and operate

    Best for

    The value and control model are sufficiently understood to connect the workflow to live systems.

    What we do

    Build the complete workflow, integrations, review route, monitoring and production controls.

    PRODUCTION WORKFLOW · DOCUMENTATION · SUPPORT AND IMPROVEMENT ROUTE

ADDITIONAL WORK

AI supporting a controlled product workflow.

ZapFolder feedback and AI-generated preview shown side by side

ZAPFOLDER

Building an AI-assisted review and approval platform.

Creative operationsCustom softwareAI workflows

Live B2B SaaS with sharing, versioning, approvals, billing and production AI operations.

View case study
GKM Tech analyst workspace reviewing goalkeeper tracking and pose evidence frame by frame

GKM TECH

Combining computer vision and expert review for goalkeeper analysis.

SportComputer visionCustom software

Customer platform, video-processing backend and specialist annotation workflow.

View case study

HAVE SOMETHING SIMILAR IN MIND?

Start with one workflow that consumes too much skilled time.

Map an AI workflow

FAQ

AI workflow automation questions

PROJECT INTAKE / AI WORKFLOW

Bring us one workflow that consumes too much skilled time.

Tell us what arrives, what employees do with it, which systems they use and where exceptions occur. We will help determine what can be automated safely and what a sensible first proof should demonstrate.