Most businesses we talk to already pay for ChatGPT, Copilot or Gemini. It gets used to rewrite emails and summarize the odd PDF, and that is about it.
The useful part, where the AI reads your inbox, pulls numbers from your CRM and sends you a report every Monday without being asked, takes setup. Nobody on your team has the time to figure it out, and the tools change every month.
That is the gap this service fills. We do not build software for it. We set up the AI tools you can buy today, connect them to your business, and teach your people to use them.
A good fit for teams that work in email, documents, spreadsheets and business apps and want practical help adopting AI. If a workflow depends on legacy software or specialist integrations, we assess whether existing tools can support it or whether custom development is needed. See AI-enabling your legacy custom software and AI software development.
Everything here uses software you can buy off the shelf. Your consultant does the setup alongside you so you understand how it works, not just that it works.
Pick the Right AI Tool
Claude, ChatGPT, Gemini or Microsoft Copilot, compared against your actual work, your security needs and what you already pay for.
Connect Your Apps
MCP connectors and built-in integrations for Gmail, Outlook, Google Drive, SharePoint, Slack, Salesforce, Zoho CRM, HubSpot, QuickBooks, Xero and more, so the AI works on your real data, built with the same system integrations discipline we use everywhere.
Scheduled Tasks
Jobs that run on their own: a 7 a.m. inbox summary, a Friday pipeline report, a monthly list of overdue invoices to chase.
Simple Dashboards
Create clear reports or simple dashboards from approved business information. We agree how the information is refreshed, on request, on a schedule or automatically, and include that in the scope.
Shared Projects and Prompts
Claude Projects, custom GPTs or Gemini Gems loaded with your price lists, policies, templates and tone of voice, ready for the whole team.
Security and Admin Settings
Review the selected plan’s data handling and available admin settings, restrict connected-app permissions, and document what staff may share. Agree which actions require human approval and test those controls before handover.
These examples show workflows we can assess for your business. The final setup depends on your systems, subscriptions and available integrations. Customer communications, financial entries and other agreed actions require review before they are sent or applied.
1Your apps
Email, calendar, CRM, accounting, shared drive
2Connectors
MCP and built-in integrations, read and write access you control
3AI assistant
Claude, ChatGPT, Gemini or Copilot, on a schedule or on request
4Output
Draft quotes, reports, task lists, dashboards
5You
Review, edit, approve, send
AI helps turn a customer request, approved pricing information and your quote template into a draft quote and cover email. Your team checks the quantities, calculations, pricing and terms before sending. Setup is scoped around your documents, email platform and available integrations.
Today: Deals go quiet because nobody noticed, and the CRM is only as current as the last time someone had a free hour.
Typical setup: HubSpot, Salesforce, Pipedrive or Zoho connector, email connector, two scheduled tasks
Use approved transcripts, project messages and task information to prepare draft summaries, action lists and status reports. Your team checks decisions, owners and dates before sharing updates or adding tasks to connected systems. We confirm which sources and task-board actions are available during scoping.
Today: You start the day scrolling the inbox, and the important thing is buried under newsletters and CCs.
Typical setup: Gmail or Outlook, calendar and CRM connectors, one morning scheduled task
Use an approved invoice report or supported accounting connection to identify overdue items and prepare reminder drafts. Your team checks payment status, disputed invoices and customer circumstances before sending. We agree the review schedule and any automation requirements during scoping.
Today: Bills and receipts pile up in an inbox, then someone types each one into QuickBooks at month end and guesses the category.
Typical setup: QuickBooks Online or Xero connector, email and Drive connectors, entries saved as drafts for approval
Today: Reps skip logging calls and emails, new leads sit in an inbox, and the CRM slowly drifts away from reality.
Typical setup: Salesforce, Zoho CRM or HubSpot connector, email and calendar connectors
Discuss your goals, review suitable workflows and check tool compatibility.
Provide the proposed tools, deliverables, permissions, costs and timing for your approval.
Set up the agreed workflows, test outputs and approval controls, and train your team using its own work.
Provide documentation and the agreed follow-up review. Further improvements and ongoing support are scoped separately.
A paid working session to map selected workflows, assess tool compatibility and produce a written implementation plan with scope and estimated costs. The free discovery call helps determine whether this session is appropriate.
A focused setup for an individual or small team, covering agreed app connections, initial workflows and hands-on training. Your quote specifies users, workflows, training sessions, timing and the included follow-up period.
A coordinated rollout with agreed admin settings, department workflows, reference materials, an AI usage policy and team training. Scope, departments, users and support arrangements are confirmed in the proposal.
Ongoing help to improve workflows, resolve setup issues and train your team as tools change. Your monthly plan defines included time, support channels and the work covered.
Accounts remain in your company’s name. We document the agreed configuration, prompts and workflows and provide a clear handover. Ownership of deliverables is set out in the agreement; third-party tools remain subject to their vendors’ terms.
If a monthly subscription does the job, we will not sell you a build. If it cannot, we will say so before you spend money finding out.
Our consultants work next to the engineers who build custom AI chatbots, integrations and automation. If off-the-shelf hits a wall, you already know who to call.
We have supported some clients for over 20 years. We plan on still answering the phone when the next round of AI tools shows up.
You may be able to use tools your business already pays for. Some workflows require a different AI plan, additional integrations or an automation service. We list setup fees, subscriptions and expected usage charges separately in the proposal.
We compare suitable tools against your team’s tasks, existing subscriptions, data requirements, integration needs and budget. We recommend the option that fits the agreed work and explain any limitations before setup.
MCP is a standard that some AI tools use to connect to other applications. What a connection can read or change depends on the connector, AI platform and permissions. We check those capabilities before recommending a setup.
No. This service is setup, configuration and training only. If we find a job that really needs custom software, we will tell you and quote it separately, and you are free to say no.
We review the selected vendor and plan, configure available access and data controls, and limit connected-app permissions to the agreed work. Your team receives practical guidance on what it may share and which outputs require review. Data handling depends on the tools, settings and use case.
Timing depends on the workflows, access approvals and integration requirements. We confirm the delivery schedule in your proposal and start with a focused workflow before expanding.
Yes. Team Rollout includes sessions for each department using their own work, plus a short reference guide they can come back to. For deeper workflow changes, pair it with our business process consulting.
