Turn one useful workflow into a controlled AI pilot
For UK SMEs moving beyond ad hoc AI use: define approved sources, the human reviewer, blocked actions and one measurable 30-day result.
Start with the workflow
Choose the department, owner and result before choosing the tool.
Sales
Call notes become CRM-ready fields: pain, budget, owner and next step.
Operations
Updates from Teams, boards or forms become a source-linked status summary.
Finance
Invoice lines are checked against supplier, threshold and purchase-order rules.
HR
New-starter packs are drafted from approved policy and onboarding checklists.
Customer support
Ticket threads become handoff summaries with issue, fixes, risk and next action.
Leadership
KPI commentary is drafted from approved numbers with assumptions shown.
Not sure if the estate is ready?
Score AI readiness before you fund a rollout.
Questions teams ask first
What does the first step cost?
The AI Rollout Diagnostic is £1,500 fixed for two weeks. It covers one workflow decision and ends with a build, pause, clean-first or do-nothing recommendation.
Go a little deeper
Bring the first workflow.
Send the workflow, source material, owner and decision that must stay human.