Assessment
Find the operational work that is ready for AI assistance.
The best first workflow is narrow, frequent, measurable, and still controlled by your team. The assessment identifies that workflow before a pilot starts.
Pilot readiness checklist
Sample questions for the first call.
01Where do new customer inquiries arrive today?
02How long does it take to prepare the first useful draft or update?
03Which product, order, production, delivery, or payment fields are usually missing?
04Who approves final prices, customer updates, delivery terms, and sensitive messages?
05Where do orders, production updates, and payment reminders fall out of view?
06What should an owner operating brief include every morning?
A good pilot starts with real data, not a generic automation wishlist.
Bring a sample of historical inquiries, your quote template, product data, and your current approval rules.