A defined scope. A checkable result.
AI integration
Start with one bounded task and approved information. Decide what a useful answer or extraction looks like, how access is controlled and when a person should review the result.
Discuss your projectWhen this can help
- People repeatedly need answers from a defined set of approved documents.
- A recurring document task has fields or outputs that can be checked.
- You can provide representative examples and an owner for reviewing outputs and updating material.
What the scope can include
A defined task and information boundary
Approved sources, allowed users, expected outputs and a clear boundary for what the system should not answer or act on.
The agreed integration
A connection to the selected model and business tools, with the interface, data flow and operating responsibilities defined in scope.
Evaluation and review
Representative test questions or documents, checks for unsupported outputs and a human handoff for cases outside the agreed task.
Agree what success looks like
- Check outputs against agreed examples, including missing or conflicting source information.
- Test the source access allowed to each user role.
- Check references to source material when the agreed task requires them.
- Confirm how updated documents enter the system and outdated material is removed.
- Verify that actions requiring approval cannot be committed by an unchecked model output.
What to prepare
- The task, intended users and examples of an acceptable result.
- Approved documents or anonymised examples and their access restrictions.
- The tools involved, expected usage and the owner who will review and maintain the result.
Scope and costs
The defined integration is quoted in USD. Source preparation, permissions, evaluation, tool connections and usage expectations affect scope. Model, hosting, storage and API charges are listed separately where they apply.
Questions before you start
Will the assistant always answer correctly?
No. Outputs need evaluation, and the system should have a clear way to handle insufficient information. Human review remains part of tasks where an unchecked answer or action would be costly.
Can AI replace a fixed workflow?
Sometimes a fixed workflow is the clearer choice. AI should address a defined task involving language or documents, rather than add uncertainty to steps that already have reliable rules.
Use cases and practical reading
How to assess an office workflow before adding AI
Choose a useful first pilot by examining inputs, judgement, handoffs and the real cost of checking AI output.
Connect ERP and HRMS workflows to AI without heavy customisation
Use supported interfaces, stable identifiers and a read-only pilot while keeping business records under clear ownership.
AI for e-commerce documents: reconcile orders, invoices and packing lists
Find inconsistent quantities, prices and shipment records before qualified review of the prepared document package.
Make an informed decision
Read the decision guideDiscuss your project
Tell us the process you want to improve and the tools you use. We can define the scope before you commit.
Discuss your project