transformio
Pillar 03 · Build

Assistants and automations

We build a bounded pilot with measured impact – on your own processes

Format
Bounded pilot or small build

We’ll build you an AI assistant or automation that fits your process and your data – and start with a pilot that proves the payoff before you roll anything out company-wide.

A bounded pilot or a small build. Always with a redesign of the process and its governance, never a bare chatbot – because on its own, that changes nothing.

Sound familiar?

  • You’ve tried AI in a few places, but nothing made it from a demo into real operation. The excitement wore off, and the process stayed the same.
  • You deployed a tool, but people work around it – because it doesn’t fit how they actually work, or they don’t trust it.
  • You’d like to automate a routine task, but you’re worried about data and hallucinations. Who makes sure of what the model sees and what it tells a customer?
  • Every department bought its own AI tool, and it turned into a disorganized zoo instead of savings.
AI process automation and custom assistants: we build a solution that fits your process and your data, starting with a bounded pilot with measured impact and expanding only once it proves its worth.

What you get

  • A bounded pilot with measured impact – one specific process, a clear scope, an agreed success criterion. At the end you know whether it’s worth going further, based on data, not a feeling.
  • An assistant or automation connected to your process and your data – not a generic chatbot out of a box, but a solution built on your domain, your documents, and your workflow.
  • Process redesign and governance included – alongside the technology, we work out how the process changes, who’s responsible for what, and the rules for safe use. Without that, AI just adds chaos.
  • A clear decision on the next step – scale it, refine it, or stop. And if it makes sense, a handover into the adoption program so the solution actually lives on, or into a larger deployment through a partner – Managing large deployments.

Pilot

Most AI pilots end up as a demo nobody uses. We build the other way round: a small, bounded step connected to a real process, with measured impact. When it’s worth it, we roll it out across the company. When it isn’t, you know before you’ve spent the budget on it.

A pilot is one bounded use case with an agreed success criterion – the goal is to test the payoff quickly and cheaply before a bigger investment. And if the pilot shows it’s not worth it yet, we’ll say so directly and won’t push a rollout. “Don’t deploy this yet” is a valid and useful result too.

How it works

  1. Choosing the use case (from the diagnostic or a direct request) – we pick one specific process with a clear payoff and agree the pilot’s success criterion.
  2. Solution design and process redesign – how the assistant or automation will work, where it connects to data, how the process changes, and who owns it.
  3. Building the pilot – we build a bounded version. Depending on complexity, in-house, with a freelancer, or with a technology partner.
  4. Testing in real operation – we put the pilot in front of real users and measure the payoff against the agreed criterion.
  5. Decision and next step – scale it, refine it, or stop. Possible handover into adoption or a larger deployment through a partner.

Packages

  • Pilot / Proof of Value – one bounded use case, aimed at testing the payoff quickly and cheaply before a bigger investment.
  • Custom AI assistant / automation – a production solution connected to your data and process, with governance.
  • Company Second Brain (a standalone service) – a productized company knowledge base with AI on a server in the EU dedicated solely to the client. It has its own service page. (We orchestrate complex, large deployments through technology partners – a standalone service, Managing large deployments.)

A pilot always has a scope, a success measure, and a price agreed in advance – so the scaling decision at the end rests on a number, not an impression. We’ll work out the exact scope in the initial consultation, based on the process going into the pilot.

Deployment examples

We build assistants and automations across departments – always on a specific process and specific data, never as a generic tool out of a box. Here’s what that looks like in practice:

  • Customer service: an assistant drafts a reply to a routine inquiry from your knowledge base – shorter handling time, less repeated work.
  • Sales: an automation prepares meeting materials (client overview, history, suggested agenda) instead of manual research before every call.
  • Back office: automatic extraction of data from incoming invoices or orders into your system – less retyping and fewer errors.
  • HR and operations: an internal assistant for employees’ recurring questions (policies, benefits, procedures) – takes the same repeated answers off people’s plates. If you knew us through the old “AI for HR” page, these are exactly the use cases we now handle within this service.

FAQ

How is this different from an off-the-shelf SaaS tool I can buy myself?
Off-the-shelf SaaS is great for standard needs, and we’ll often recommend it ourselves. We handle what you don’t get out of a box: connecting to your data and process, redesigning that process, and governance. We don’t build a bare chatbot without that, because on its own it changes nothing.
Why not just build a simple chatbot if that’s what I’m asking for?
Because a cheap SaaS tool already handles a plain chatbot today, and it wouldn’t make sense to pay us for that. We add value where a process needs to be connected to data, domain knowledge, and rules. If a basic chatbot is really all you need, we’ll say so directly and save you the money.
When do you build in-house, and when through a partner?
Smaller builds and product packages we do in-house – we have full control and it’s hands-on. Moderately complex work we handle with vetted freelancers. Large, technically demanding deployments we orchestrate with technology partners, where we act as strategist and guarantor, not the main vendor.
What about our data and security?
We treat governance and the data regime as part of the design, not an afterthought. For sensitive data, we can go the route of a dedicated server in the EU – that’s exactly what Company Second Brain is built on. Where the data goes and who has access to it is agreed in advance.
How is this billed?
Pilots and custom builds are billed based on a scope agreed in advance – no surprises. Company Second Brain has its own pricing model – the details are on its page. Ongoing operation and expansion can be tied to the Your AI team model.
What is Company Second Brain?
Our most product-mature piece of work in this space – a company knowledge base that can answer questions from your documents and processes, running on a server in the EU dedicated solely to you. It’s productized and has its own service page – the details are there.
How long does a pilot take, and what do you need from us?
Depends on the use case, typically on the order of weeks. From you, we need access to the relevant process, the data, and a few people who’ll actually use the tool – the payoff can’t be verified without real users.
What if the pilot shows it’s not worth it?
We’ll say so directly and won’t push a rollout. That’s exactly what the pilot is for: testing the payoff cheaply before investing in a large deployment. “Don’t deploy this yet” is a valid and useful result too.

Next step

Let’s book an initial consultation – together we’ll pick one process where the payoff can be tested before you deploy anything.

Want to see the whole step first? Take a look at Build. Once a solution is running and needs to be sustained, the adoption program continues from there.

Let's book an intro consultation

In 30 minutes you will know whether it makes sense for your company and what the best first step is.