A tool used by a person
Useful when a person can provide context, review the output and decide what happens next. It can be a sensible way to test a task before building anything larger.
Choosing the right support
Choose the right level of assistance.
A chat tool can help someone write, analyse or prepare information. A connected workflow can also move work between systems. The useful choice depends on the task, the controls needed and who will manage it.
Book a free introductionConsider the job each option needs to do
A connected workflow
Useful when the task needs a trigger, access to business records and a repeatable sequence. It also needs permissions, monitoring and an owner.
The decision
Consider volume, integration effort, sensitivity and the cost of mistakes. A connected agent is not automatically the better investment.
Compare the full arrangement.
Include the time needed for briefing, review, training and exception handling. Check the quality of the output and the responsibilities for customer information and system access.
We can help map the workload and compare the options. The aim is useful capacity and a process your team can manage.
Questions before you get started
How do we decide which option fits?
Compare the work itself: its volume, complexity, need for judgement and the systems involved. Include setup, supervision and ongoing support in the cost, then test a small, clearly defined task.
Where does a person stay involved?
We agree which tasks can run automatically, what needs review and when an issue should be escalated. Your team keeps responsibility for the decisions that need business judgement.
How does the work begin?
Start with a free 30-minute introduction to discuss the pain points and potential value. Detailed process mapping takes place at the beginning of the engagement, before we agree the changes to build.
Start with a conversation
Let's talk through your business.
Book a free 30-minute call. We'll talk through what's getting in the way, where we can help, and how we can work together to move things forward.