How we automate
One workflow at a time, in the systems you already run.
We choose one workflow, learn its data and exceptions, connect the systems it runs through, and set the authority for each step before anything goes live. Then we pilot it, measure it against a baseline and improve it.
Artrilogic AI
Answers from our published service information
Artrilogic AI
Answers from our published service information
01 / The method
From one workflow to a process you can rely on.
Scope, responsibilities and measures are agreed before work starts, and you decide at each stage whether to continue.
- 01
Select a workflow
One process the team already wants fixed, chosen for value and risk, not because it demos well.
- 02
Understand its data and exceptions
With the people who run it, we map the steps, the records each touches, and the cases that break the pattern.
- 03
Set a baseline
Time per case, cases per person, error rates and cost per correct transaction, measured before anything changes.
- 04
Connect the systems
Controlled connections to the systems involved, with only the permissions each step needs. The systems stay as they are.
- 05
Set the authority for each step
Assist, Prepare or Execute, agreed with the process owner, with escalation to a person available from every level.
- 06
Pilot
It runs on real work, with most steps prepared for approval at first, so the team sees what it would have done.
- 07
Measure
Results are compared with the baseline and with criteria agreed in advance, counting the time people spend reviewing.
- 08
Improve
Steps that perform well can move up a level, as a recorded decision. Steps that do not are fixed or handed back.
02 / Authority
Each step gets the authority it has earned.
Authority is decided one action at a time, so one process usually has steps at every level. A named person in your business owns each process.
- Assist
- AI recommends and a person decides.
- Prepare
- AI prepares the action and a person approves it.
- Execute
- AI acts within categories and limits approved in advance.
- Escalate
- Available from every level. Outside policy, confidence or authority, it stops and asks a person.
The controls that enforce these levels, and the record each action leaves, are set out in how we govern AI.
03 / In your business tools
Automation inside the systems your team uses.
The same method applies whichever systems hold the work. These scenarios are examples of what we design, not descriptions of delivered engagements.
Sales, service and operations
Microsoft Dynamics
Example: Incoming service cases are read, linked to the customer record and given a drafted reply for an agent to approve.
Our Microsoft Dynamics practiceEnquiries and customer records
CRM
Example: Website and email enquiries are matched to existing contacts, summarised and routed to the right person.
Invoices, orders and approvals
ERP and finance
Example: Supplier invoices in any layout are matched to purchase orders and posted when inside an approved value limit. The rest go to accounts payable.
Orders, deliveries and returns
Ecommerce
Example: Order and delivery questions are answered from the order system. Refunds above a set limit are prepared for a person to approve.
Sensitive steps. Where a step handles data that should not leave your boundary, it can run on Private AI while the rest uses approved commercial models. A private deployment settles where data is processed; the authority on each step still decides what the AI may do with it.
Systems that stand in the way. Where a legacy system cannot be reached safely, we modernise or wrap it first, without rewriting what already works.
04 / Going deeper
The engineering underneath a governed process.
For readers who want the technical detail behind the method.
AI agents
For steps that take more than one action: small tasks, irreversible actions prepared for approval, and freedom to change models later.
Read moreConnecting your systems
Controlled connections in front of the systems you run (MCP servers), with identity, scoped permissions, rate limits and audit on every call.
Read moreHow the controls work
Authority, policy, validation, evidence and escalation, tailored from a baseline we maintain, so you can show what happened and why.
Read more
Common questions
What technology leaders ask first.
Are you tied to a single model vendor?
No. The model is a component behind a stable interface. Steps can use approved commercial models, private models on infrastructure you control, or both, routed by the class of data involved. Swapping a model is designed not to mean rebuilding the process, and a new model is evaluated against the same criteria before it goes live.
What is the smallest sensible first step?
The AI Workflow Assessment. Two weeks, fixed fee. You get a ranked list of processes worth automating, the authority each step should have, what needs modernising first, and a phased plan, including a list of what should not be automated yet.
More on automation
Keep reading.
The next step
Start with the AI Workflow Assessment.
A fixed-fee assessment, quoted before you commit. You get processes ranked by value and risk, the authority each step needs, what to modernise first, and a list of what not to automate yet.