AI automation for the repetitive workbetween your systems.
- Running costs
- Discussed separately
- Best for
- Enquiries, documents, routine requests
We assess where AI can help with enquiries, documents, and routine information requests. Then we connect it to the relevant systems, define what needs human approval, and measure its performance on your workflow.
AI agents can take on well-defined parts of a workflow — reading an enquiry, pulling details from a document, looking up a status — but they work best with clear limits. We agree what the system may do on its own, what needs a person’s approval, and how each action is recorded.
Where a standard integration or simple deterministic automation does the job reliably, we recommend that instead. AI is only worth its added complexity and running cost when it improves the workflow enough to justify them.
Three examples of
bounded automation.
These are illustrative examples of what can be scoped — not deployed case studies. Feasibility depends on your platform access and the integrations your systems offer.
Enquiry qualification
Illustrative- Proposed scope
- Collect details, classify the enquiry, and route it.
- Human boundary
- Staff handle exceptions and commercial commitments.
- Measurement
- Routing accuracy, completeness, handling time.
Quote preparation
Illustrative- Proposed scope
- Extract requested items and prepare a draft using approved data.
- Human boundary
- Staff approve price and quote before sending.
- Measurement
- Correction rate and preparation time.
Order-status assistance
Illustrative- Proposed scope
- Retrieve permitted status information.
- Human boundary
- Escalate missing, conflicting, or uncertain information.
- Measurement
- Correct resolution and escalation rates.
What’s included
- Assessment of the workflow, data, and system access involved
- A clear line between what is automated and what needs human approval
- Integration with the relevant systems, as scoped
- Testing on representative examples before any live use
- A pilot with staff reviewing the output
- Logging, failure handling, and monitoring, as scoped
- Handover, documentation, and two weeks of launch support
React · Next.js · Node.js · Django · PostgreSQL · Cloud
What's not included
- Unreviewed decisions on prices, commitments, or anything staff should approve
- Model, API, and platform usage fees — third-party operating costs, discussed separately
- Connections to platforms or accounts that don’t offer the access required
- Guaranteed savings or accuracy figures
Two weeks of launch support are included. Ongoing maintenance and improvements are available separately under an agreement — no 24/7 cover, guaranteed uptime, or unlimited fixes.
Tested on your examples
before it goes live.
Assess data & access
We look at the workflow, the data it relies on, and what your systems and platforms actually allow us to connect to.
Test on examples
We run the approach against representative real examples and agree what good output looks like.
Pilot with review
A limited pilot where staff review the output, handle exceptions, and approve anything that needs a person.
Measure & improve
We track the agreed measures, adjust the boundaries, and decide together whether to extend it.
Scoped into every build.
These are part of the implementation scope, agreed before work begins.
- Permissions
- The automation gets only the access it needs, in the systems it touches, agreed up front.
- Traceable actions
- Lookups, drafts, and routed messages are logged so staff can see what happened and why.
- Failure handling
- When information is missing, conflicting, or uncertain, the workflow hands over to a person rather than guessing.
- Monitoring
- The agreed measures are tracked during the pilot and after launch, so problems surface early.
- Platform access
- Messaging channels, inboxes, and business systems differ in what they allow. We confirm what your platforms and accounts can connect to before committing to a design.
Businesses with a recurring, well-understood information task — enquiries, documents, status requests — that has a clear owner and enough real examples to test against.
Before you get in touch.
- Do we need AI?
- Only where it improves the workflow enough to justify the added complexity and running cost. When a standard integration or simple automation does the job, we recommend that instead.
- Can you work with our existing software?
- Often, yes. Before committing, we check which integrations, exports, and access your current tools actually offer. Where a system can’t be connected reliably, we tell you and suggest a workable alternative.
Have a repetitive task worth testing?
Describe the workflow and the systems involved. We’ll tell you plainly whether AI, a standard integration, or no change at all is the better fit.
A free 30-minute conversation about your current process and practical next steps.
Or email us at info@techtrinity.ai · See all services