Workflow automation
Sort incoming requests, prepare records and route work for approval.
AI solutions for business
Less repetitive work. More room to think.
AI connected to your knowledge, systems and daily operations.
Help your team find information, review documents and move work forward, with clear checks before actions are taken.
Practical applications
Practical AI.
Built into your business.
Start with the work your team already does. We assess where AI can help, what information it needs and how the result should be checked.
Knowledge assistants
Find answers in approved company documents, with references to the source.
Customer & sales support
Prepare responses and account summaries for your team to review.
Operational insights
Summarise business records and highlight items that need attention.
Custom AI integration
Connect the agreed workflow to your existing applications and tools.
A document workflow, in practice
From incoming document to reviewed action.
Extract the fields that matter, check them against the source and send the record to the right person. Update connected systems once the review is complete.
Your team stays in control.
Where could your team save time?
A useful starting point is a frequent task with clear inputs and a result your team can verify.
Enquiries
Draft answers to common questions and route exceptions to the right team.
Documents
Extract agreed fields from forms, invoices and purchase orders.
Internal knowledge
Find relevant procedures and policies without searching through folders.
Sales follow-ups
Summarise meeting notes and prepare the next action for review.
Management reports
Prepare summaries from business records, with traceable source information.
Submission checks
Flag missing fields or inconsistent entries before a record is submitted.
Work together. Test the result.
Start with one useful workflow.
Choose a task with your operations team, establish how it works today and test a focused pilot against real examples.
Connect the right information
Use agreed data sources and keep the information current.
Set access and approval rules
Define who can see records and which actions require a reviewer.
Test with your team
Check accuracy, exceptions and time spent before expanding the workflow.
A clear path from pilot to everyday use.
Agree the success measures early, then review the results with the people who do the work.
- 01
Discover
Review the current task, its volume, business cost and common exceptions.
- 02
Prepare data
Confirm sources, permissions and the quality of the available information.
- 03
Build & review
Connect the workflow and evaluate outputs against agreed examples.
- 04
Roll out & improve
Train users, monitor results and refine the workflow as requirements change.
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Business AI integration FAQ
What business tasks can UNO help automate with AI?
We assess tasks such as extracting details from documents, searching internal information, drafting replies and routing work to the right team. AI is most useful where there is enough reliable information to check the result. A task with clear, fixed rules may be better handled by ordinary automation.
Do we need to replace our existing systems to add AI?
Often, no. An AI feature can retrieve information from an existing system or prepare an update for someone to approve. The options depend on its APIs, data formats and access permissions. We review those first so the proposal fits what your systems can support.
What happens to company data sent to an AI provider?
That depends on the provider, account terms and configuration selected for the project. Before implementation, we identify what information would leave your systems and review access, retention and permitted use. Sensitive records should not be sent by default simply because a model can process them.
How do you check whether an AI result is reliable?
We test the workflow against representative examples and known answers, then review mistakes and exceptions. Where possible, results should point back to their source records. Actions such as sending a message or changing a business record can require a person's approval.
Can we start with a small AI pilot?
Yes. Choose one repeated task, a limited set of data and a small group of users. We compare the pilot with how the work is done today, including review time, errors and running costs. Those findings help decide whether a wider rollout is worthwhile.
Can an internal AI search tool respect staff access permissions?
It should retrieve only information the signed-in user is allowed to read. Document permissions need to apply during retrieval, including after access is withdrawn. Test with users from different teams so a helpful-looking answer does not expose restricted source material.
What affects the running cost of an AI document workflow?
Document volume, document length, model choice and repeated processing all affect usage costs. Include storage, search and staff review time when comparing options. A pilot should measure the cost per completed task, including corrections, rather than just the price of a model request.
Let's move forward
What is slowing your team down?
Bring us a process, a document or a recurring task. We can work through the practical options.