Large SwanLARGE SWAN / AUCKLAND, NEW ZEALAND
Start with the repetitive work in your business. We help Auckland and New Zealand teams plan AI applications that fit their information, people and existing software.
BUSINESS NEEDS
When procedures, product information and internal notes are scattered, staff spend time finding the right version. A knowledge assistant can retrieve relevant information from approved sources and point back to the document. We define access permissions and how to handle questions the source material cannot answer.
Repeatedly reading enquiry forms, extracting document fields or drafting replies can slow a team down. We assess which steps can be assisted, what a useful output looks like and where staff must check the result before it is used or sent.
An enquiry may need to become a customer record, a task or a draft quote. We map that workflow against the available interfaces in your website, B2B or ERP system. Automation should record what happened and flag failed steps so staff can resolve them.
THE WORK
Explore assistants that help staff find business information and work through documents, with access limited to the people who need it.
Identify routine enquiry and internal workflow steps that can connect with your existing business systems.
Agree where human review is needed, what data can be used and how the workflow will be checked before it is relied on.
DELIVERABLES
These are the areas to define when scoping the work. Included items and responsibilities are agreed before the project begins.
A defined task, authorised information sources, access rules and the decisions that remain with staff.
A working version of the agreed workflow, tested with representative inputs before a wider rollout.
Checks for useful answers, missing information and failed connections, with a clear route to human review.
Guidance for using and updating the workflow, with model usage, hosting and third-party charges identified in the proposal.
WORKING TOGETHER
Describe the repeated work, who does it and the information needed. We assess whether AI, a conventional automation or an existing product is the better fit.
Agree a small scope and test the output against examples from the workflow. Check permissions and exceptions alongside the normal path.
Confirm acceptance, staff review steps and support arrangements before adding the workflow to everyday operations.
COMMON QUESTIONS
Bring one recurring task, the information it uses and the people involved. We can assess the workflow and define a focused scope.
We review the available interfaces, permissions and data requirements before agreeing an integration.
No. Rules, forms and direct system integrations can be simpler for predictable work. AI is considered where interpreting language or unstructured information adds value.
The workflow should explain that information is missing and direct the question to a person. We agree these boundaries rather than treating every generated answer as correct.
We first agree which documents may be used, who can access them and the provider and storage arrangements. Sensitive information requires that review before it is connected.
Yes. A focused workflow can be assessed alongside your existing system. The integration scope depends on the interfaces and permissions available.
AUCKLAND / LARGE SWAN