Automation and AI with human review
We automate repetitive work and connect applications to one another, for consistent data and less manual effort. We use AI where it adds speed, with human approval for important decisions.
What you receive
- What is automated, what stays manual and why
- Connecting email, CRM, spreadsheets and other systems
- Workflows that handle data transfers, notifications and approvals
- Templates and verification rules, approved by the company
When it helps
- Your team copies data by hand between email, spreadsheets and the CRM.
- The same information is entered several times, in different applications.
- Similar documents are written from scratch every time.
- You have tried AI tools, but the results are not reliable.
Activities and deliverables
Workflow analysis
What is automated, what stays manual and why
Application integration
Connecting email, CRM, spreadsheets and other systems
Automating repetitive work
Workflows that handle data transfers, notifications and approvals
AI-assisted documents and reports
Templates and verification rules, approved by the company
Human approval points
Who approves what before an output is used
Documentation and handover
How it works, how it is maintained and what it costs to run
What we aim for
The objectives of the engagement, not guaranteed results.
- Less time lost on repetitive tasks.
- Consistent data across applications.
- AI output checked by a person before it is used.
What the result depends on
Automation depends on access to the applications involved, the quality and structure of the data, the limits and costs of external services and the people who approve the output.
Responsibilities and limits
What UDG Group does
- Analyse workflows and propose the solution.
- Build and test the automations.
- Set verification rules and cost limits.
- Document and train the team.
What stays with your company
- Provides access to the applications being integrated.
- Pays subscriptions and usage costs for external services.
- Approves outputs at the agreed points.
What is not included
- Automated decisions without human review where it matters.
- Processing personal data without a lawful basis.
- Quantified promises of savings or productivity.
Steps
Analysis
Current workflow, volumes, systems involved.
Prototype
A first version on a real case, with test data.
Implementation
The working version, with cost limits and checks.
Verification
Supervised running and adjustments.
Handover and maintenance
Documentation and, optionally, monthly maintenance.
What affects timing and cost
Scope, timing and cost are agreed in writing before any work starts.
- The number of systems integrated.
- Data volume and run frequency.
- The cost of external services, including AI.
- Security and audit requirements.
Frequently asked questions
Which tools do you use?
We choose based on context, starting from the applications the company already uses. We prefer solutions the company can control and maintain.
How do you avoid AI errors?
Through working and review rules: we do not accept missing information being filled in by assumption. Gaps are flagged for clarification, and outputs are checked before use.
Does company data reach third parties?
Only the agreed services, with settings that exclude data from model training where the provider allows it. Sensitive data can be excluded from AI workflows entirely.
Related services
Discuss this service
Tell us briefly about the context: your deadline, what you already have in place and the result you are aiming for.
We treat every enquiry with discretion. We can sign a mutual NDA before discussing sensitive information.
If you do not use an email app, copy the address and write to us from your own account.
We use the details in your message to reply to you. More in our privacy policy.