Practical workflow examples

See what a focused AI automation pilot can look like

These examples show the shape of a sensible first project: a repeated workflow, a defined role for AI and a clear point where a person checks the result.

Important: these are illustrative workflow patterns, not client case studies or promised results. Any business case must be measured against the real process, data and constraints.

Customer enquiries

From a busy inbox to a reviewed first response

A team member approves external replies and handles exceptions.

What often happens today
  • A person reads and categorises every message
  • Details are copied into another system
  • Follow-up depends on reminders or memory
What a pilot could test
  • Capture and classify the enquiry
  • Prepare a reply draft from approved information
  • Route uncertain or sensitive cases to the right person

Quotes & proposals

From repeated copy-and-paste to a consistent first draft

Commercial terms, commitments and final wording remain with an authorised person.

What often happens today
  • Requirements arrive across emails and notes
  • Standard information is copied into a template
  • Missing details create avoidable back-and-forth
What a pilot could test
  • Structure the information received
  • Flag missing or conflicting details
  • Prepare a first draft using approved content

Documents & routine admin

From manual rekeying to structured review and approval

Low-confidence fields and important transactions always go to a reviewer.

What often happens today
  • Information is read from PDFs or forms
  • Fields are entered manually into a spreadsheet or system
  • Errors are found late in the process
What a pilot could test
  • Extract agreed fields from incoming documents
  • Validate formats and highlight exceptions
  • Send a structured record for approval or entry

Which workflow would you start with?

Use the free check to assess one repeated process and get an immediate recommended next step.

Check my workflow