Service

AI and automation

We build knowledge assistants that answer staff questions from your own documents, and language-model workflows that check their own output. We also automate work between the business systems your team uses every day.

What we build

Knowledge assistants over your own documents

Retrieval-augmented generation (RAG) systems that answer staff questions from your SharePoint libraries, procedures, and reference documents, so fewer questions have to go to a single expert.

Language-model workflows with built-in checks

Research, drafting, grading, and summarizing steps built on large language models. Automated checks compare output line by line against source material, and a person reviews it before it is published or sent.

Microsoft 365 Copilot rollout and training

Deployment to the users who need it, with training on prompting, data confidentiality, and business use cases. We also set up and administer business plans on other AI platforms, including license assignment and usage and billing review.

Workflow automation

n8n, Zapier, and Power Automate workflows for repetitive work between systems: invoice payment, notifications into Teams channels, approvals, and data movement.

Business system integrations and reporting

Integrations between ConnectWise, Autotask, HubSpot, QuickBooks, and Xero, and SQL and Power BI dashboards for sales, service, and finance.

Security control deployment automation

Scripts and applications that deploy security controls into Microsoft 365 GCC High and Azure Government, so CMMC implementations run the same way every time.

Security

Security practices for AI work

Each workflow gets access only to the data it needs. Data stays inside platforms you already govern where possible, and software we build goes through vulnerability testing before launch.

Experience

Our team's prior work

Our team built and ran these systems inside operating businesses, including IT services firms.

Company-wide knowledge assistants

Two retrieval-augmented systems built on large language models, Microsoft Copilot, and SharePoint. One answered staff questions on CMMC, GCC High, Azure Government, and licensing from hundreds of source documents. The other answered questions from a library of standard operating procedures.

CMMC deployment automation

Applications and scripts that deploy security controls in Microsoft 365 GCC High and Azure Government, built by a team our principal led. They cut CMMC deployment time from six to eight weeks to about one to two weeks.

Research and publishing pipelines

AI-assisted research and publishing workflows built with n8n and language-model APIs, with duplicate detection and a human accuracy review before anything is published.

Integrations and reporting

Automated invoice payment and Teams notifications, stage-weighted sales forecasting in the CRM, and corrected integrations between PSA, CRM, and accounting platforms for accurate financial reporting.

How an engagement runs

1. Find the work worth automating

We look at where your team's time goes, for example repeated questions, handoffs, and data entered twice, and pick the tasks where automation saves the most time.

2. Build against your own documents and systems

We build a working version on your own content and systems, and test prompts with repeated runs before anyone relies on the output.

3. Add checks and access limits

Source checks, human review steps, and access limits go in before rollout.

4. Train the people who use it

Your team learns how to use it, where it falls short, and how to keep its sources current.

Ongoing tuning, optional

Tell us where your team loses time.

We will tell you which parts are a good fit for AI or automation.