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AI integration and automation

AI automation services that work inside the systems you already use

AI projects stall when they meet real systems. We map your processes, find the steps where AI saves the most time and money, and connect it to your CRM, ERP, help desk, phone system and inboxes with secure, limited access.

What you get

  • AI opportunity and ROI assessment
  • Integrations with CRM, ERP, help desk and phone systems
  • Workflows with human approval steps
  • Security review before launch

Where AI process automation pays off

AI works best on tasks that repeat many times a week, follow rules you can write down and involve reading or writing text: sorting email, extracting data from documents, drafting replies, updating records and answering routine questions. These tasks take hours of staff time and need little judgment.

Integration decides whether automation works. In a 2026 survey, 46% of organizations named connecting AI to existing systems as their biggest obstacle (Anthropic, 2026). We start each project by mapping the systems, the data and the access every step needs.

You get automation your team can check. Each workflow shows what the AI did, and people approve the steps with financial, legal or customer impact.

AI automation and integration services

From the first assessment to monitoring after launch, one team owns the result.

  • AI opportunity and ROI assessment

    We interview your team, measure how long each task takes and rank AI opportunities by payback and risk. You leave with a costed plan, including build and monthly AI usage costs.

  • System integrations

    We connect AI to CRMs, ERPs, help desks, phone systems, calendars, shared inboxes and document storage through their official APIs, with the smallest access that works.

  • Document and email automation

    AI reads invoices, contracts, forms and emails, extracts the data, checks it against your records and routes it to the right place.

  • Knowledge assistants

    Your staff ask questions in plain language and get answers from your policies, manuals and past tickets, with links to the source.

  • Workflow automation with approvals

    Multi-step workflows move work between AI and people. You decide which steps need a human sign-off.

  • AI usage and cost monitoring

    Reports show volume, accuracy and AI usage cost for each workflow, so you can track the return month by month.

Secure AI integrations by design

Each integration opens a possible path into your systems. We treat every connection as a security boundary.

  • Each connection uses its own credentials with the narrowest permissions the task needs.
  • We keep passwords and API keys in a secrets vault, out of prompts and code.
  • Actions with financial or legal impact wait for a person's approval.
  • We log every automated action with its input, output and approver.
  • Before launch, we attack-test each workflow for prompt injection and data leaks.

From audit to launch in four stages

  1. 01 · 1–2 weeks

    Opportunity and risk audit

    We interview your team, map the workflows and rank AI opportunities by payback and risk.

    You get: Ranked use cases, ROI model, risk map

  2. 02 · 4–6 weeks

    Pilot with clear success criteria

    One agent and one workflow, connected to your real systems and measured against the goal we agreed on. Then you decide whether to continue.

    You get: Working agent, results report, go/no-go decision

  3. 03 · 2–4 weeks

    Secure launch

    We harden, attack-test and monitor the agent and train your staff before it talks to a single customer.

    You get: Security report, operating guides, launch

  4. 04 · Ongoing

    Run and improve

    We track quality, cost per workflow and new risks, and keep improving the agent. Short contracts, no lock-in.

    You get: Monthly performance and cost report

AI automation and integration FAQ

Which business processes can AI automate?

Tasks that repeat often, follow clear rules and involve text: email sorting, data entry from documents, invoice matching, ticket routing, lead follow-up, report drafting and routine questions. We rank them by payback during the audit.

Do we need to replace our current software?

No. We connect AI to the tools you already use through their official APIs. If a system has no API, we look for a secure alternative, such as a shared inbox or a scheduled export.

How do you measure the return on AI automation?

Before we build, we agree with you on the measure: hours saved, response time, error rate or cost per task. The pilot reports against that number, and a monthly report tracks it after launch.

Is our data safe when AI connects to our systems?

Each connection gets limited access, we log every action, and we use AI providers under enterprise terms that exclude your data from training. We can sign a data processing agreement (DPA) and keep processing in the region you choose.

What does an AI automation project cost?

We quote each project individually. The free 30-minute assessment gives you a first view of the opportunities. The paid audit produces a full ROI model with build and running costs.

Related services and use cases

  • Finance manager reviewing a single printed invoice before approving it

    Use case

    Back-office automation

    AI back-office automation that reads invoices, contracts and emails, matches them to your ERP and sends exceptions to a person for approval.

    See how back-office automation works
  • Customer support lead calmly reviewing a short list of escalated tickets at her desk

    Use case

    AI customer support

    AI customer support agents that resolve order, return and account questions from start to finish and hand complex cases to your team with full history.

    See how the AI support agent works
  • Logistics dispatcher with a coffee looking out at trucks in the yard at dawn

    Use case

    AI for logistics

    AI agents for trucking and freight brokerage: automated check calls, load status updates in your TMS, paperwork follow-up and exception alerts.

    See how AI check calls work
  • Account executive in a small meeting room mid-conversation on a video call

    Use case

    AI sales agent

    An AI sales agent that replies to new leads in under a minute, asks your qualification questions, scores each lead in your CRM and books the meeting.

    See how the AI sales agent works
  • Service

    AI agent development

    Custom AI agent development for support, sales, front desk and back-office work. Voice and chat agents built and attack-tested by a cybersecurity team.

    Explore AI agent development
  • Service

    AI security and red teaming

    AI security consulting for AI agents and LLM apps: red teaming, prompt injection testing, shadow AI discovery and EU AI Act and ISO/IEC 42001 readiness.

    Explore AI security consulting

Free 30-minute assessment

Find the one workflow worth automating first.

Tell us how your team works. We'll come back with two or three AI opportunities, the risks to watch and a rough payback estimate. No obligation.

  • A senior engineer replies within one business day
  • We can sign an NDA before you share details
  • No fixed packages, every quote tailored to you
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