AI Assistants & Agents
Use AI for focused document and administrative tasks, with defined access, approval boundaries, and human review.
Give AI a specific job
Useful starting points include finding information in approved documents, extracting details for review, drafting reports, and helping staff follow a defined process. An assistant should have a clear purpose, not unrestricted access to the business.
Define what it may see and do
The project specifies the information an assistant may access, the tools it may use, the actions that require approval, and how exceptions are escalated. External documents and messages are inputs to review, not permission to change the rules.
Where an agent can take actions, the supporting system needs enforceable permissions and approval controls. Written instructions alone are not a substitute for those controls.
Test before wider use
We test representative tasks and failure cases within the agreed scope. Logging, access revocation, support, and specialist review needs are addressed before expansion. AI can be wrong; critical safety, financial, and contractual decisions remain with qualified people.
Show us what’s slowing you down.
You don’t need to know whether the answer is software, automation, AI, or something simpler. Start with the problem, and we will discuss a practical next step.