AI Automation and Managed Workflows

Who this service is for

• SMEs looking to automate repetitive administrative work.
• Finance, operations and customer-service teams handling high volumes of information.
• Businesses relying on email, documents and spreadsheets for routine processes.
• Organisations exploring AI automation without an internal development team.
• Enterprises testing a new automation use case before wider deployment.
• Teams that need ongoing hosting, monitoring and technical support.

What the service covers

Process discovery and workflow mapping

Identify the current process, inputs, decisions, exceptions, outputs and people involved.

Use-case definition

Agree on the outcome, scope, success measures and boundaries of the automation.

AI-assisted information processing

Use AI where appropriate to extract, classify, summarise or transform information.

Workflow development and integration

Connect approved email accounts, applications, APIs, databases and business systems where technically supported.

Validation and business rules

Check required fields, formats and conditions before information moves to the next step.

Human review and approval

Keep people responsible for important decisions, exceptions and final business actions.

Exception handling

Identify incomplete, inconsistent or low-confidence results and route them for manual review.

Secure credential configuration

Protect the accounts and API credentials used by the workflow.

Testing and user acceptance

Test representative scenarios with the customer and confirm expected outputs before production use.

Managed hosting and monitoring

Host and monitor the agreed workflow where required, subject to the selected service arrangement.

Usage reporting and optimisation

Track available processing, exception and AI-consumption information. Improve the existing workflow as requirements and source information evolve.

Operational support

Provide agreed support for the managed environment and implemented workflows.

What you receive

• Process and requirements document.
• Workflow design and data map.
• Configured automation workflow.
• AI prompt and validation logic.
• Exception and approval process.
• Test cases and results.
• User-acceptance support and production deployment.
• Operating documentation.
• Usage and exception reporting.
• Ongoing optimisation and support where included.

How we deliver it

We discover a suitable process, design the workflow and its approval points, build the automation, validate representative scenarios with your users and prepare it for production.

Where managed support is included, we monitor the environment, address processing issues and make reasonable improvements to the agreed workflow.

Security and governance

• The information the workflow may process.
• Where the information will be stored and transmitted.
• Which AI and hosting providers will be used.
• Who owns the accounts and credentials.
• Which actions require human approval.
• What activity will be logged.
• How exceptions will be handled.
• How the workflow can be disabled.
• Which third-party fees and subscriptions apply.
• What is included in ongoing support.

Explore all AI security, governance and automation services.