Enquiry summaries & draft replies
Connect incoming requests to a workflow that identifies the topic, prepares a summary and drafts a reply for your team to review.
AI TRANSFORMATION FOR BUSINESS
AI Business Transformation
I build AI workflows for repetitive enquiries, document search and reports, connected to the systems your team already uses.
Test a working pilot with your own documents and work examples before expanding it. The build includes source connections, review points and operating guidance, with model usage and hosting costs identified before wider use.
View the service overview
A PRACTICAL PATH TO AI ADOPTION
START WITHA repeated business task
TEST WITHRelevant context + connected tools
REVIEW WITHThe people doing the work
FIND A REAL TASK, NOT A BUZZWORD
AI workflows I can build for your business.
Swipe to explore
Search across company documents
Connect approved documents to an assistant that finds relevant information and returns the source context for the person using it.
Recurring report drafts
Connect agreed data sources and prepare a recurring draft report. Your team reviews the figures and commentary before using or sharing the result.
HOW THE WORKFLOW FITS TOGETHER
Approved information. Useful work. Human review.
Swipe to explore
Approved inputs
Documents & knowledge
The sources your team agrees the workflow may use.
Incoming information
Enquiries, records or recurring data within the defined task.
A scoped workflow
Connect information to useful work.
Retrieval, processing and connected tools arranged around one agreed business task.
- Defined sources and access
- Reviewable steps and outputs
Reviewable outputs
Drafts & summaries
Material the team can inspect, edit and use.
A clear next action
References, exceptions or a proposed action for review.
Your team controls meaningful decisions.The pilot includes agreed review points, operating instructions and a handover before the workflow is expanded.
EXPLORE AN EXAMPLE
A workflow you can follow, step by step.
See an example AI workflow
INTERACTIVE ILLUSTRATION
From a new enquiry to a useful next step.
Fictional input. Predefined output. No data is sent to an AI service.
01 / INPUT
“Can I book a bike brake check on Friday after 16:00?”
02 / CONNECT & PREPARE
Use the workshop’s service list and opening hours to prepare a booking reply.
03 / HUMAN REVIEW
Draft: ask for the bike model and offer a brake-check appointment. A team member confirms the time and approves the reply.
In a real implementation, integrations, permissions and review steps are agreed before rollout.
SCOPE & OPTIONS
A pilot has to work with your information and your team.
I scope the data, connections and review steps alongside the AI behaviour. That gives the pilot something concrete to prove before it is expanded.
Swipe to explore
Documents & knowledge
For a team that repeatedly searches approved manuals, policies or product information.
- Identify the document sources
- Define which information users can access
- Return useful context for review
Incoming requests
For enquiries or internal requests that need summarising, routing or a draft response.
- Connect the input source
- Extract the fields the team needs
- Prepare a response for approval
Recurring reporting
For a repeated report assembled from known records or source documents.
- Agree the input data and report format
- Generate a draft from those sources
- Review figures, gaps and exceptions
FROM EXPERIMENT TO DAILY USE
A working pilot, integration and team handover.
I map the task with the people doing it, connect the necessary information and build a focused pilot. You review it with representative requests, documents or records from the workflow.
The next stage is based on those reviews. I document the setup, ownership and handling of incomplete or unsuitable output, then agree any changes needed before wider use.
Swipe to explore
Map the workflow
Agree the task, data sources and the examples your team will use to review the pilot.
Build and connect the pilot
Implement the workflow and integrations, then review normal, incomplete and difficult inputs.
Document and hand over
Explain how the workflow runs, who reviews its output and what to do when a case needs attention.
Access and approval rules built into the workflow.
I define the data sources, allowed operations and review points in the implementation. Drafting a reply and sending it, or reading a record and changing it, can remain separate actions with explicit approval.
Need a custom connection? Explore MCP developmentWHAT’S INCLUDED
What’s included in an AI workflow project.
The pilot covers one defined business task, its source information and a result your team can check. You receive the working workflow, evaluation examples and operating instructions needed to assess and use it.
Workflow review & pilot selection
Map the repeated task, the people doing it and a useful first workflow to build.
Data & access requirements
Identify approved documents, records or APIs and who should be able to use their information.
Output & review specification
Define the expected summary, answer, draft or report and the points requiring a person’s review.
Workflow & integration development
Build the AI behaviour and connections to the systems needed for the pilot.
Approval & exception handling
Separate drafting from consequential actions and define how incomplete or unsuitable results are handled.
Evaluation with work examples
Review representative inputs and difficult cases against the criteria agreed with your team.
Configuration & operating guidance
Document the setup, service dependencies, access settings and ownership of the workflow.
Handover & next-stage plan
Explain how to use and review the workflow, then identify the changes needed before wider rollout.
WHY WORK WITH ME
Why build an AI workflow with me.
Swipe to explore
-
Work directly with me. No middlemen.
You work with the developer connecting the business task, data and integrations. A change to the workflow can be discussed with the person who understands how it is implemented.
-
Evaluate it with your real work
Your documents and representative examples shape the pilot. We check useful outputs, missing information and difficult cases before deciding what is ready for a wider rollout.
-
Know how the workflow will operate
The build identifies access rules, human review, service dependencies and running costs. Your team receives setup and operating guidance, with clear responsibilities for using and maintaining it.
Get a scope for one AI workflow.
Describe the repeated task, the people doing it and the documents or systems involved. I’ll help identify a pilot that can be built and reviewed with concrete examples.
BEFORE THE FIRST MESSAGE
Questions before adopting AI.
Which task is a good first AI project?
A repeated task with identifiable inputs and a result your team can check: for example, drafting a reply from a booking enquiry, finding information in approved documents or preparing a recurring report. We define what useful output looks like before choosing the implementation.
What information do you need from us?
Examples of the current task, the source documents or records, the expected result and the person who reviews it. We also identify sensitive information, user access and any restrictions on external AI services before connecting data.
Can the workflow use our existing business systems?
Yes, where the systems provide suitable APIs or another supported integration. I review authentication, permitted data and the required actions, then specify the connections and how failures or missing information are handled.
How do you check whether the output is reliable enough?
We use representative work examples and difficult cases, with review criteria agreed with your team. The workflow can return a draft, show its source information or ask for review when data is incomplete. Consequential actions have an explicit approval step.
What affects build costs and ongoing running costs?
The data sources, integrations, output requirements and level of review determine development effort. Model usage, hosting and other third-party services can add ongoing charges. These dependencies are identified before the pilot is expanded.
What happens at the end of the pilot?
You receive the working workflow, configuration guidance, evaluation examples and the project materials in scope. Together we review where it helps, where it fails and what needs changing before wider use. Ongoing monitoring and improvements can then be scoped separately.
06 / YOUR NEXT BIG MOVE
Which repetitive task would you change first?
Describe a workflow that takes too much time or creates avoidable handoffs. I’ll reply about a focused starting point and what we would need to evaluate it.
Let’s talk.
What happens after your message
- 01 You share the goal.
- 02 I review it and reply personally.
- 03 We agree on a useful next step.