Faster definition
Make inputs, actions, exceptions and human decisions visible early.
AI Workflows
AI applied to real business workflows.
Start with a real process, then configure the right combination of automation, targeted AI and human oversight around the outcome it needs to improve.
Reusable patterns · Configured to context · Human checkpoints built in
Pattern anatomy
Business input
Automate
Targeted AI
Human check
Action
Outcome
What should improve?
Control
What must be checked?
Adoption
Who works differently?
Why workflow patterns
Begin with a proven workflow pattern and adapt it to the process.
Clearer fit
See where rules-based automation may be enough and where AI adds value.
Proportionate change
Configure around existing systems, roles and risk rather than replacing everything.
Measurable outcomes
Tie the workflow to turnaround, capacity, quality, risk or customer experience.
Workflow family · 01
Document Intelligence
Turn recurring documents into structured, reviewable information and actions.
Document
Extract
Validate
Structure
Route / action
Common business pains
- Manual data capture
- Slow document routing
- Inconsistent first-pass review
Example processes
- Invoices and orders
- Forms and submissions
- Recurring document review
Typical human checkpoint: A person reviews exceptions, low-confidence fields or consequential outputs before action.
Workflow family · 02
Sales Intelligence
Help sales teams qualify, prepare and follow up without losing commercial control.
Lead
Qualify
Enrich
Recommend
Follow up
Common business pains
- Slow lead follow-up
- Repeated research
- Time-consuming proposal preparation
Example processes
- Lead qualification
- Quotation preparation
- Proposal and scope drafting
Typical human checkpoint: Commercial owners approve pricing, commitments and customer-facing recommendations.
Workflow family · 03
Customer Response
Bring consistent context into recurring enquiries while preserving escalation paths.
Enquiry
Classify
Retrieve
Draft
Escalate
Common business pains
- Shared inbox overload
- Repeated lookups
- Inconsistent response quality
Example processes
- Enquiry triage
- Product questions
- Service request routing
Typical human checkpoint: Staff review sensitive, unusual or high-impact replies and handle escalations directly.
Workflow family · 04
Management Intelligence
Convert fragmented operating information into focused summaries and exceptions.
Business data
Analyse
Flag exceptions
Summarise
Action
Common business pains
- Manual report collation
- Updates across multiple tools
- Important exceptions buried in detail
Example processes
- Monthly briefings
- Project status reporting
- Operational exception summaries
Typical human checkpoint: Management validates sources, interprets trade-offs and remains accountable for decisions.
Configuration with clear scope and practical boundaries
Adapt the pattern to the process that already exists.
Configuration can include business rules, approved knowledge sources, review points, outputs and connections to existing tools.
More complex integrations or specialist technical requirements can involve appropriate partners. Work remains centred on a defined business process, measurable outcome and agreed scope.