IAI & automation

Not a chat bubble. The work nobody wants to own.

The valuable automation in a small business is behind the scenes, where the same task happens forty times a week and nobody is watching.

The default suggestion is a chat widget on the home page. It is the most visible option and usually the least valuable: it answers what a well-written page already answers, and it introduces a new way to be wrong in public.

The work that pays is quieter. Reading an inbox and turning enquiries into structured records. Pulling line items off supplier invoices. Drafting the first version of a quote from a job's parameters. Summarising a week of bookings into the three things the owner needs to look at.

Each of those has a clear input, a checkable output, and a person who approves before anything reaches a customer or moves money. That is the rule we build to, and it is why these systems get trusted rather than switched off after a month.

Fig. 1A queue draining
INBOXSTATE#1240HANDLED#1241HANDLED#1242HANDLED#1243HANDLED#1244HANDLED#1245HANDLED#1246HANDLED#1247HANDLED#1248WAITING#1249WAITING#1250WAITINGHANDLED 8 WAITING 3
IIWhere it earns its place
01

Intake

  • Email
  • Forms
  • Routing

Enquiries, forms and inbox mail turned into records the rest of the system can act on.

02

Documents

  • Extraction
  • Review
  • Storage

Invoices, orders and contracts read into structured data, with the original kept and linked.

03

Drafting

  • Quotes
  • Replies
  • Summaries

First versions of quotes, replies and summaries — written by the system, sent by a person.

04

Watching

  • Digests
  • Alerts
  • Reporting

The three things that changed this week, surfaced without anyone running a report.

And we measure what it replaced. If nobody timed the task before, the project has no way to be judged.