How we would approach it.

The problem

A small B2B business receives enquiries from different channels. Someone has to review each message, identify the relevant details, add information to the CRM, and decide who should follow up.

When the process is handled entirely by hand, records can become inconsistent and follow-ups can be delayed.

The proposed solution

A workflow that collects enquiries from approved sources, extracts relevant information, checks for missing fields, and prepares a structured CRM record.

Where appropriate, it categorises the enquiry, suggests a next step, and creates a follow-up task for the responsible team member.

Business value to investigate

• Less repetitive data entry
• More consistent CRM records
• Better visibility into new enquiries
• Fewer missed handoffs
• Easier measurement of response times

How it works

1. 01A new enquiry arrives through a supported source.
2. 02The workflow validates the available information.
3. 03AI assists with categorisation or extraction where useful.
4. 04The information is formatted into a consistent structure.
5. 05The workflow creates or prepares the relevant CRM record.
6. 06A team member reviews uncertain or important information.
7. 07Processing status and errors are recorded for troubleshooting.

The problem

A team receives data from spreadsheets, exports, or different business systems. Preparing a recurring report means cleaning the data, checking inconsistencies, combining files, and formatting the results.

The work is repetitive and can introduce errors.

The proposed solution

A repeatable data-processing workflow that validates incoming files, standardises fields, flags unexpected values, and prepares the information for reporting.

AI can assist with selected classification or explanation tasks, but calculations and critical validation use deterministic rules.

Business value to investigate

• Reduced report preparation time
• More repeatable reporting
• Easier identification of data issues
• Less manual file manipulation
• Clear visibility of exceptions

How it works

1. 01Collect files or data from approved sources.
2. 02Validate file formats and required fields.
3. 03Standardise values and naming conventions.
4. 04Flag missing, duplicated, or unexpected records.
5. 05Run defined calculations and checks.
6. 06Generate the agreed report or output file.
7. 07Provide an exception summary for human review.

The problem

Business information is spread across policies, documents, guides, internal notes, and shared folders. Employees spend time searching for answers or asking colleagues to find them.

The proposed solution

An internal assistant that searches an approved collection of documents and answers with references to the relevant source material.

It distinguishes between answers it can support with evidence and questions it cannot answer confidently.

Business value to investigate

• Less time spent searching
• More consistent access to approved guidance
• Fewer repetitive internal questions
• Better discoverability of business knowledge

How it works

1. 01Identify approved information sources.
2. 02Organise documents and establish access permissions.
3. 03Index the content using a suitable retrieval approach.
4. 04Retrieve relevant passages for a question.
5. 05Generate a concise response grounded in those passages.
6. 06Include source references where supported.
7. 07Ask for clarification or direct the user to a person when evidence is insufficient.

The problem

Requests arrive through email or messages. Someone has to review them, ask for missing details, route them to the right person, and track approval.

This creates back-and-forth and makes it hard to see what is outstanding.

The proposed solution

A structured request process with consistent intake fields, routing rules, status tracking, notifications, and an audit trail.

AI may help classify incoming requests, while approval decisions remain with authorised people unless an approved policy permits automation.

Business value to investigate

• Clearer request ownership
• Better status visibility
• Less manual coordination
• More consistent handling
• Easier review of outstanding requests

How it works

1. 01A request is submitted through a structured intake form.
2. 02Missing details are requested before the request moves on.
3. 03Routing rules assign the request to the right owner.
4. 04The owner reviews and approves, declines, or asks a question.
5. 05Status updates and notifications keep the requester informed.
6. 06Every action is recorded in an audit trail.