AI Setup & Integration
AI that understands how you work.
You already have the knowledge. It is in your documents, your software and the heads of the people doing the work. We help put the right parts within reach of a useful AI workflow.
Talk through your ideaThe everyday problem
Connect the dots.
Starting every conversation from scratch. Pasting the same background into ChatGPT. Searching through folders before you can even begin a task. An AI tool is much more useful when its starting point reflects the business.
A clearer, repeatable way to use AI, with agreed information sources, sensible access and a team that knows what to do next.
What the work can include
Useful work. Clearly defined.
Give AI the right context
Organise the background, instructions and reference material a particular task needs. Keep the source information easy to maintain.
Connect an existing system
Assess supported connections, permissions and technical access before building a link to your documents, CRM or other business tools.
Make good work repeatable
Turn a useful one-off experiment into shared instructions and a workflow that another person can follow.
More than a demonstration
Built, tested
and handed over.
We agree the scope and responsibilities before implementation, including what needs human review and who runs the solution afterwards.
- An agreed use case and information scope
- Configured instructions and relevant connections
- Testing with representative tasks
- Access, ownership and handover guidance
A little more detail
Good questions.
Can you work with the tools we already have?
That is our starting point. We check what each system supports, how access works and whether a connection is suitable before suggesting an implementation.
Will AI have access to every document?
It should only receive the information needed for the agreed task. We define the scope and access rules with you rather than connecting everything by default.
Do we need a perfect document library first?
No. A small, current set of useful material is often a better starting point than a large folder of mixed or outdated documents.
Read a little more
Useful answers.
Can ChatGPT work with the systems we already use?
Understand the practical options for connecting ChatGPT and AI workflows to business documents, spreadsheets, CRMs and existing software.
Read the guideWhat should I check before using AI with business information?
Practical questions about AI and business information: access, provider settings, retention, personal information and human review.
Read the guideA good place to start
What would you like
to get working?
Bring the task that takes too long, the systems that don’t quite connect, or the idea you haven’t had time to build.
Book an AI Opportunity Call30 minutes. A founder. A useful conversation.