Information your team needs to find
Assess a search or question-answering workflow using the information users are permitted to access.
AI INTEGRATION SERVICES
Add AI to the workflowthat needs it.
Start with one business task. Assess what AI should assist with, which information it needs, and how it should connect to your current software—with clear review steps for a useful pilot.
- Existing software
- A defined use case
- Human review
A PRACTICAL STARTING POINT
Find the task before choosing the tool.
An AI integration is easier to evaluate when the inputs, expected output, and person responsible for reviewing it are clear.
Repetitive work with clear inputs
Review whether extraction, classification, or drafting can assist a defined task.
Existing software that needs an AI-assisted step
Identify where the output belongs and which person or system should review it before the next action.
DEFINE A USEFUL PILOT
Connect the workflow. Keep the boundaries clear.
These decisions shape the scope and make an AI-assisted step possible to assess.
Discuss the right scopeA specific task
Name the workflow, the input, and the output the system is expected to produce.
Data and access
Identify the information source, access permissions, and relevant handling requirements.
Software connections
Review the APIs and application steps needed to receive inputs and return results.
Review and exceptions
Decide who checks the output and what happens when the system cannot complete the task reliably.
Evaluation criteria
Choose representative examples and the criteria used to assess whether the pilot is useful.
Production responsibilities
Discuss monitoring, costs, access, maintenance, and the work required beyond a demonstration.
EXPLORE THE APPROACH
See the workflow. Discuss your use case.
Illustrative demonstrations
AI use-case demonstrations
Explore the workflows shown on our use-case page, then discuss the task you want to build. These examples are demonstrations rather than verified customer results.
Explore the exampleTHE DEVELOPMENT CONVERSATION
A pilot with a clear question to answer.
The first goal is to learn whether a bounded AI-assisted task is useful in your workflow.
- 01
Choose the use case
Identify a task with clear inputs, an intended output, and a reviewer.
- 02
Check feasibility and access
Review the data, permissions, existing software, and practical integration constraints.
- 03
Scope and evaluate a pilot
Agree on representative examples and review the output against the criteria you chose.
- 04
Plan the next decision
Use the evaluation to decide what needs improvement before a wider rollout.
BEFORE YOU BUILD
Good questions make a better starting point.
Clarify the scope, responsibilities, and decisions that matter to your project.
Can AI connect to our existing software?
Potentially, depending on the available APIs, data access, permissions, and workflow. Review those constraints before choosing the integration approach.
What information does an AI integration need?
Only the information required for the agreed task. Its sources, access permissions, handling requirements, and review process should be part of the scope.
How do we evaluate the output?
Use representative examples and clear acceptance criteria. Include cases where the system should ask for review or stop rather than proceed with an uncertain result.
Which decisions need human review?
Define that for the actual use case. Financial, sensitive, or consequential actions should not be assumed to happen autonomously just because the interface includes an AI step.
Is a use-case demonstration a production system?
No. A demonstration can explain an approach. A production rollout also requires the agreed integrations, access controls, evaluation, monitoring, and support work.
