Discovery
We discuss the task with the people who do it. We review systems, data, constraints and the expected result.
AI and automation
We connect systems, organise document handling and make company knowledge easier to find. We choose automation and AI for a specific task, with controlled access to data and checks on the results.
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When staff copy information from emails into another system, look up the same answers or prepare reports manually, we start by examining that work. We check how often it happens, which applications it uses and the quality of the data. We then identify where a straightforward integration is enough and where AI is worth testing.
Start with one task or ask us to assess several processes. We agree the implementation scope after reviewing your systems.
The deployment approach depends on the information involved, your infrastructure and the task. Not every process needs its own model or a new application.
The analysis helps you choose an initial scope and assess whether it is worth implementing. It covers tasks, necessary changes and how to measure the result.
We first test an agreed scope. Timing depends on integrations, data preparation and the availability of people for testing; there is no single schedule for every business.
We discuss the task with the people who do it. We review systems, data, constraints and the expected result.
We choose the first process and agree costs, timing and acceptance criteria, including your team’s involvement.
We configure the solution and test it with users. We check outputs, errors and situations that require manual handling.
We compare the results with the agreed criteria, provide documentation and agree ongoing support or a wider rollout.
Practical scope
Before launch, we agree which information the solution processes, who can access it and when a person must review the output.
we select current documents and systems, and agree who keeps them up to date and removes information no longer needed.
we define permissions, where data is processed and stored, and rules for using external services.
we test incorrect and incomplete inputs, AI responses and handover to a member of staff. A model’s answer can be wrong.
we agree error logging, configuration backups, updates and problem reporting. Ongoing support is scoped separately.
Autotask PSA helps organise IT services: tickets, project tasks, time tracking and billing. It can be one of the systems involved in an integration, for example when transferring tickets or notifications. It is not a prerequisite for AI. Before choosing it, we check available connections, licences and the way your team works.
No. We can design a solution using a local model and company data sources. We still review the full flow of information, including integrations and external services. Running a model locally does not replace secure access controls and configuration.
We first check the integration options your systems provide: APIs, file exchange or existing connectors. Feature availability and licensing restrictions affect scope and cost. We do not promise to connect any application without checking it first.
We need someone who understands the process and people who can test typical tasks and exceptions. We agree their involvement and availability before work starts. Important outputs may still need human approval.
We provide the agreed documentation and test results. We can also handle ongoing support: investigating errors, updating integrations and extending the automation. Scope, reporting arrangements and maintenance costs are agreed separately.
Describe a task that takes up your team’s time and tell us which systems you use. Include any delivery deadline. Do not send passwords or confidential documents through the form.
Tell us about your task