// Client results

Client results

Governed workflows with a human gate.

sales-order intake · quality diagnostics · inbox triage · document / compliance · voice intake · knowledge-in-chat · meeting notes · property searching · appointment reminders

Sales order intake

Purchase orders into the ERP

Order desk — shared mailbox, ERP writeback.

Challenge
Staff re-typed inbound purchase orders into the ERP. There was no reliable review gate before rows hit the ledger.
Approach
Intake from the order mailbox; extract the PO; match customer, SKU, and price to live catalogs; flag gaps and mismatches; side-by-side approver console; writeback only after Approve.
Outcome
The desk resolves exceptions instead of re-keying. Unapproved rows do not reach the ledger.
Quality diagnostics

Quality diagnostics and reports

Quality / compliance at a pharmaceutical manufacturer or GDP site — diagnostic dashboard, not a public website.

Challenge
Staff assembled the quality picture from workbooks and wrote the site narrative by hand. Scores, exceptions, and the written report drifted from each other.
Approach
Structured intake into a scored set of quality signals; AI interprets the already-computed results into a draft executive report; a reviewer checks the dashboard and the narrative before it is treated as the quality pack.
Outcome
The team reviews a scored picture and a draft report instead of assembling the story from scratch. Unreviewed narrative does not become the pack.
Inbox triage

Outlook inbox triage

A mailbox owner in Microsoft 365 — personal or role inbox.

Challenge
Everything landed in Inbox. Leadership and high-importance sat next to bulk mail. There was no reliable morning view of what still needed a person.
Approach
New mail is filed into a folder tree (customers, internal, potential spam, everything else). Leadership and high-importance trigger an urgent notice. A morning summary lists what is still waiting in Inbox. Mail is not deleted; bulk is set aside for review.
Outcome
Inbox is a queue of what still needs a person. Filing and flags happen first; the owner is not sorting the whole mailbox by hand.
Document / compliance

Supplier licence verification

Quality / compliance at an EU manufacturer — their supplier register is the list to check. Licence facts come from the official EEA register, not staff searching the internet or company website.

Challenge
Staff checked supplier licences by hunting official registers and re-typing addresses and scope into a spreadsheet. Drift after the first check was easy to miss.
Approach
Pull MIA/WDA records from the official EEA register; present address and scope for a human confirm; alert when the register later drifts from the confirmed baseline. Nothing becomes the compliance record without that confirm.
Outcome
The team confirms a structured record instead of re-typing the register. Later changes surface as alerts, not silent drift.
Voice intake

Customer voice intake

A customer describing a problem or issue — AI phone agent, not a web form.

Challenge
Callers waited for a human agent or left a voicemail. Staff reconstructed the issue from memory or a recording. There was no reviewed summary before someone picked up the work.
Approach
The AI phone agent verifies date of birth, email, and phone number, then the customer describes the problem. The agent grills the customer about the problem from a predefined FAQ list. A written summary is drafted from the call and sent to support staff. A person reviews it before it is treated as the record.
Outcome
Support starts from a reviewed summary instead of replaying the call. Unreviewed intake does not become the ticket.
Knowledge-in-chat

Workplace knowledge in chat

Employees in Teams asking about HR, policy, procedure, and FAQs.

Challenge
Staff hunted the library or pinged a colleague for policy and FAQ. Answers drifted; people quoted an old handbook or guessed.
Approach
Staff ask in Teams. Answers come only from the organisation’s library, with a link to the source document. If it is not in a document the employee can open, the agent refuses rather than inventing policy or FAQ.
Outcome
Staff get a grounded answer instead of hunting SharePoint. Off-library policy is not invented.
Meeting notes

Meeting notes in Teams

A Teams organizer after a call — channel and notes file, not a recording dump.

Challenge
After the call, the record lived in the recording or in someone’s notes. There was no written summary and action list in the channel before people treated it as the record.
Approach
The meeting transcript is turned into a written summary and action items in the channel, with a link to the notes. A person checks them before they are treated as the record. The recording itself is not sent for analysis.
Outcome
The team works from a checked summary in Teams. Unreviewed notes are not the record.
Appointment reminders

Clinic appointment reminders

A clinic or practice — calendar and patient phone.

Challenge
Upcoming appointments needed a reminder, and inbound replies mixed confirmations, cancellations, and people who still needed the desk. Booking changes were easy to treat as done when they were not.
Approach
Upcoming appointments trigger a reminder SMS. Inbound replies are classified so the desk sees who confirmed, cancelled, or still needs a person. Nothing is treated as a booking change without a person checking it.
Outcome
The desk sees who still needs a person. Unchecked replies are not treated as booking changes.
Book a Discovery Call