B2B — Automation & Workflow Orchestration
AI-Assisted Workflow Orchestration
A clearly scoped workflow for concrete tasks: sorting leads, drafting emails, searching documents, or triggering internal operations.
AI is useful when it supports a recurring task with clear boundaries. We do not build vague “AI initiatives”; we build a production workflow component that fits into your existing tools.
What’s included
- Use-case definition with success criteria: what the workflow should do and explicitly should not do
- Model and tool selection: OpenAI, Anthropic, EU providers, or local models depending on quality, data, and budget
- Integration with existing tools such as email, Slack/Teams, Notion, CRM, ticket systems, or internal documents
- Optional: RAG access to your own content with citations
- Test cases based on real examples so changes stay measurable
- Written documentation: architecture, prompts, data flows, and escalation paths
Common use cases
- Lead qualification: capture intent, prioritise, and hand off to the right person
- Support triage: classify incoming requests and draft responses
- Internal Q&A: answers from Notion, Confluence, Drive, or file shares
- Document classification: route emails or uploads by type, urgency, or customer
Who it’s for
SMBs with a concrete, bounded use case where orchestration measurably saves time or reduces errors.
What’s not included
No fine-tuning and no full automation without control points. For legal, financial, or medical outcomes, human approval remains part of the design.