CUSTOM AUTOMATIONS & AI
AI workflow integration
Use AI for document extraction, company knowledge, request triage, and drafts with defined human review.
Review my workflowWhere it helps
Unstructured documents and messages still need interpretation before a team can act. AI can help prepare that work when its sources, permissions, and review boundaries are clear.
- Extract invoice details and flag missing information for review.
- Answer internal questions from approved documents with source links.
- Classify enquiries and prepare a response draft for a person to approve.
Built around your tools
Your approved knowledge base, email, help desk, spreadsheets, and task platform.
Supported connections depend on your plans, permissions, and available APIs.
What we check first
We define approved data sources, access boundaries, evaluation examples, uncertainty handling, and approval before consequential actions.
You receive an agreed scope, prototype, acceptance checks, and a handover plan. Timeline, price, and support responsibilities are defined for the project.