We connect AI to your CRM, internal tools and business workflows to help summarise information, organise incoming requests and prepare drafts for review. Each integration is built around a specific task, with clear controls over the information it uses and the actions it can take.
Best fit
Deliverables
Outcomes
Straight answers to the questions that come up on discovery calls.
We start with your current CRM, internal applications and workflow. We check the available connections and permissions before recommending an approach. Our Essence Consulting work included AI integration and custom app setup within Salesforce.
Potential uses include summarising enquiries, categorising incoming requests and preparing drafts for review. We agree on a specific task and test examples from your workflow before deciding what to automate.
We define the information needed for the task, who may access it and which provider will process it. Data handling, retention and account permissions are reviewed during scoping before connecting customer or business records.
Review and approval steps are agreed for each workflow. Drafts can remain pending until someone checks them, and uncertain or incomplete results can be routed back to the team. AI output can be wrong, so testing includes those cases.
The proposal separates implementation work from any model usage, platform subscriptions, hosting and ongoing support. Costs depend on the tools, task and expected volume. We can start with one workflow and review its usefulness before expanding.
Ordinary automation follows defined rules to move data or trigger actions. AI can help interpret or draft text within that process. We use each where it fits, keeping fixed rules and human approvals where they are needed.
Services that often sit alongside this one in a project.
Share what you are trying to improve and we will help turn it into a clear project path, scope, and launch plan.