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AI & Automation

Give your team less busywork

Your team knows which tasks slow them down. We listen, look at the tools you already have, and find useful ways to simplify the work while taking care with your data.

Book a 15-minute call

Does this sound familiar?

Your staff keeps copying the same details between systems, and you'd like to make that part of their day easier.

You're curious about AI and want someone to help you find a useful place to start.

You want to understand where your information goes and who can access it before introducing a new tool.

How we help

  • Time with your team to understand the repetitive work and where they get stuck
  • Simpler handoffs between the systems your business already uses
  • Help with recurring document and form processing when the time saved justifies it
  • Automation using Microsoft 365 and Power Platform features that fit your workflow and licensing
  • Clear recommendations based on the work, the cost, and the information involved
  • Agreed access controls and data handling rules before a tool goes into use
  • Patient guidance so staff understand how to use the tools and what information they can share
  • A way to measure the results and decide whether an automation is worth keeping

From repetitive work to a workflow you trust.

We map the process, define the job, test the workflow, and launch it with clear controls.

Example workflow: incoming requests

01 / DISCOVER

Find the work worth fixing.

We look at the repeated tasks, handoffs, and delays and pick a practical first target.

Incoming requestCan we schedule a service visit next Tuesday?
  1. 1. Read the request
  2. 2. Copy the details
  3. 3. Find the right person
  4. 4. Write a reply

One repeatable process.

02 / DEFINE

Ask the questions that shape it.

We pin down the trigger, the systems, the approved data, the result, and who's in charge.

Discovery questionnaireIllustrative

What starts the process?
An email reaches the shared inbox.
What should it produce?
A categorized request and draft response.
Which systems are involved?
The approved inbox and request tracker.
What information may it use?
The request and approved business documents.
Who approves the action?
A designated team member.
What does success look like?
Accurate routing and less manual handling.
Clear inputDefined outputNamed owner

03 / BUILD

Give it one clear job.

We set up the steps, connect approved tools, and spell out what it does alone and when it needs a person.

Incoming Request Assistant

Role: prepare incoming requests for review

  • Extract request details
  • Suggest category and routing
  • Draft a response

Uses: Approved business information

Limited accessHuman approvalActivity recorded
  1. Approved inbox
  2. Read & organize
  3. Prepare draft
  4. Human reviewApproval required
  5. Approved action
Request: service visitPreferred day: next TuesdaySuggested route: scheduling
Draft preview

Thanks for your request. Our team will confirm availability for next Tuesday.

04 / TEST

Test the usual and the unusual.

We run realistic requests, missing details, and failed connections past it before it touches live work.

Test environment

People review the results before launch.

Test A

Complete request

Expected result: Correct category and draft

Passed

Test B

Missing key details

Expected result: Flag for human review

Handled safely

Test C

Connected system unavailable

Expected result: Stop action and alert owner

Handled safely

Owner notified

Review result → Adjust rule → Retest Test checks complete

05 / PILOT

Start small. Check real results.

We roll it out to a small group, review the output with your team, and adjust before anyone else uses it.

One inboxSelected request typesHuman approval on

Review before action

Can we schedule a service visit next Tuesday?

Suggested category:
Service visit
Draft response:
Thanks for your request. Our team will confirm availability for next Tuesday.
Proposed next action:
Route to scheduling

Team member approves

Review checklist

  • Routing checked
  • Draft reviewed
  • Exceptions reviewed
  • Owner sign-off

Reviewed during the pilot: Handling timeOutput qualityHuman corrections

06 / LAUNCH

Ready for real work, with clear limits.

Once approved, it goes live with set access, a person reviewing where it matters, and an owner who keeps it useful.

Incoming Request Assistant

Production ready

After testing, pilot review, and owner sign-off.

Role:
intake, routing suggestions, and draft replies
Approval:
required before sending or updating records
Owner:
designated team member
  1. Approved input
  2. Classify & prepare
  3. Human approvalApproval required
  4. Approved action

Needs attentionAssigned owner

Activity historyException alertsPause control

A defined role. A tested workflow. A team in control.

What we'll work toward

Month 1

We learn how the work gets done, choose one or two useful starting points, and agree on how information will be handled. Each recommendation has a clear purpose and a cost you understand.

Month 6

We review the first automations with your team: the time they save, how well they work, and where people need help. Those results guide what we improve, keep, or consider next.

Your questions, answered

Tell us about your business.

What's working well? What keeps getting in the way? Start with a 15-minute conversation about your business and what you'd like to make easier. You don't need to know the technical terms. We'll work through it together.

Book a 15-minute call

hello@accelerateitsolutions.com