AI Business Management System
You give the task. Your AI does the work.
Write or speak, depending on the setup. AI agents work with your company's approved knowledge and agreed tools. Your AI Business Management System brings knowledge, documents and applications into one work environment. We set up the workflows, check permitted actions and train your team.
Less searching, copying and reworking. More getting done.
Before a customer meeting
“Prepare my meeting with Müller GmbH using the customer history, open questions and a suitable proposal.”
- Briefing
- discussion guide
- proposal draft for approval
For your project
“Create a project report from these documents and update the tasks.”
- Draft report
- open points
- tasks with owners
In customer communication
“Draft a reply based on our previous agreements.”
- Reply draft in the agreed style
- a next step in the customer record
One task instead of five programs
Explain what you need as you would to a colleague. Your AI brings together the relevant information and handles the steps approved for that workflow. Together we define what it may do and what your team reviews.
One system. Support across your business.
Where your team searches for information, analyses data, writes texts or organises work, an agent set up for that process can help. We check which sources and actions can actually be used in your project.
Sales
Prepare meetings, draft proposals and organise follow-ups using existing contacts, prices and agreements.
Customer service
Classify requests, consider earlier conversations and prepare replies.
Marketing
Develop newsletters, website copy and campaigns from your knowledge.
Administration
Sort documents, prepare minutes and templates, and flag missing information.
Finance
Pre-sort receipts from agreed sources for bookkeeping and prepare summaries from data you provide; no tax advice.
Management
Bring together project updates and prepare reports from available information.
Start with the tasks that take up the most time, then extend the system as needed.
Your company's working memory
Customers, projects, files, emails, conversations and decisions belong together. We organise the information agreed for your project around the right records. The AI can then find context and record confirmed results according to your rules; your team checks unclear matches.
“What did we agree with Müller GmbH, and what is still open?”
- Agreements from connected sources
- relevant documents
- open tasks
Example structure. Only sources actually connected and approved for the workflow are used.
Explore the knowledge foundation
Connected: documents, contacts and decisions are linked to the right records under agreed rules. With your tools: CRM, email and file storage can be included after their interfaces have been checked. With lasting memory: confirmed results are available for the next task in the agreed workspace.
On request. Or after a tested trigger.
Give individual tasks directly to the AI. Recurring work can later start after a new message, a document or at a scheduled time, once the workflow, access, approvals and reliability have been checked for your case.
New customer request
Match the message, prepare a reply and alert the responsible person.
New document
Read information, flag missing details and have the assignment checked.
Regular report
Summarise project status and open tasks from agreed sources.
Multiple AI agents work together
More work can move forward at once.
For a suitably configured task, several agents can handle parts of the work in parallel. We agree which tasks, sources and tools they use during the project. You set the goal and review the results before agreed binding actions are taken.
Research
Bring together customer history, documents and agreements.
Analysis
Compare available figures and make developments and open points visible.
Creation
Draft proposals, reports and texts in the agreed style.
One system, different applications
Built around your business. You stay in control.
We select the first workflow with you, set up working memory and rules, check data sources and access, test agreed cases and train your team. Your data and accounts remain under your control; the contract defines rights to our templates.
The transferred AI Business Management System is set up as a project. Ongoing support is optional; external services run through your accounts. If you want to run a phone workflow yourself, training can be included in an agreed implementation project. A managed phone sprint is a different offer.
What work would you like to take off your team's desk?
Tell us which task takes too much time today. We will discuss a sensible first workflow with you.