AI automations

Workflows that work on their own, 24/7

We connect your tools with smart flows that read documents, handle emails, process orders and generate reports with no manual work.

DocumentsEmailsOrdersReports

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360°

Artificial Intelligence

Process automation with artificial intelligence

Every day your team spends hours on tasks that require no judgment: copying data from a PDF into the ERP, answering similar emails, moving orders from one channel to another or building the same report every Monday. Classic automation only handled what was perfectly structured. AI changes that: a workflow can now read a scanned invoice, understand an email, classify an incident or write a summary. We design and implement AI automations that connect your applications and run continuously, with human oversight where it adds value and traceability at every step.

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AI in action

AI automations in action

Workflows that connect your tools and work on their own, with AI making the decisions that used to be manual.

Illustrative examples of how our agents work. Every project is tailored to your systems and processes.

AgentRunning
    Before

    With AI

    The challenge

    Tasks that slow your team down

    Challenge 1

    Data copied by hand

    Information moved from emails, PDFs and spreadsheets into the ERP or CRM by people typing it in.

    Challenge 2

    Overflowing inboxes

    Inquiries, orders and issues that arrive by email and wait for someone to read and route them.

    Challenge 3

    Tools that don’t connect

    eCommerce, ERP, CRM and office tools working as islands, with manual exports and imports.

    Challenge 4

    Reports that eat up hours

    Weekly or monthly reports built the same way every time that arrive too late to act on.

    Let your people think and your processes flow.

    What we do

    What we automate with AI

    Custom workflows that connect your systems and take care of repetitive work.

    01

    Document processing

    We extract data from invoices, delivery notes, orders, contracts or forms, even scanned ones, and validate it. Then we record it in the right system.

    02

    Smart email management

    We classify incoming emails, extract the key information and route them to the right team or flow. We also prepare draft replies to review and send.

    03

    Order automation

    We collect orders from eCommerce, marketplaces, email or B2B portal and bring them into the ERP with no manual work. With automatic alerts when something doesn’t add up.

    04

    Automated reports and alerts

    We generate periodic reports with data from your systems and an AI-written summary. And we alert you when a KPI goes off track.

    05

    Application integration

    We connect ERP, CRM, eCommerce, office tools and cloud services. We rely on our integrations hub, built with AI and designed to be used with AI.

    06

    Monitoring and maintenance

    We monitor workflows, log every run and fix issues. Automations evolve as your processes change.

    How we work

    How we implement your automations

    Step 01

    Task inventory

    With your team, we identify repetitive tasks, their volume and the time they take.

    Step 02

    Prioritization

    We choose what to automate first based on impact, risk and ease of implementation.

    Step 03

    Workflow design

    We define steps, systems involved, rules, exceptions and human review points.

    Step 04

    Build and testing

    We build the automation and test it with real cases before switching it on.

    Step 05

    Launch and improvement

    We go live, measure runs and errors, and extend to new processes.

    What’s included

    What the AI automation service includes

    Map of repetitive tasks and prioritization
    Functional design of each workflow
    Connectors to ERP, CRM, eCommerce and email
    AI data extraction from documents
    Automatic email classification and routing
    Configurable human review points
    Logging and traceability of every run
    Monitoring, support and ongoing evolution

    Who it’s for

    Who AI automations are for

    Profile 01

    Back-office departments

    Teams that process invoices, delivery notes and orders in volume and want to focus on control, not data entry.

    Profile 02

    Customer service and sales

    Teams that receive many inquiries or orders by email and need to respond faster.

    Profile 03

    Companies with multiple systems

    Organizations with ERP, CRM and eCommerce that are synced by hand today.

    Frequently asked questions

    What we’re often asked.

    What can be automated with artificial intelligence?

    Practically any repetitive, information-based task: reading and recording documents, classifying and answering emails, moving orders between systems, updating customer records, generating reports or detecting anomalies. AI also makes it possible to automate tasks with poorly structured data, like free text or scanned documents, that used to require a person.

    What’s the difference between an AI automation and an AI agent?

    An automation follows a defined flow: when something happens, it runs a series of steps, using AI where something needs to be read or interpreted. An AI agent has more autonomy: it converses, decides what action to take and can use several tools to achieve a goal. They’re often combined in the same process.

    Do I need to change my ERP or tools to automate?

    Usually not. Automations connect to the systems you already use through APIs, connectors or, if needed, by reading files and emails. We review your tools at the start and tell you what can be connected directly and where some adaptation would be needed.

    Is it safe to automate processes with AI?

    Yes, if it’s designed well. We define what data each flow processes, where it’s stored and who has access, apply least-privilege permissions and log every run. For sensitive tasks we add human review before the action is completed, combining efficiency and control.

    Where do I start automating in my company?

    Ideally, start with frequent, low-risk tasks with clear rules, where the time savings show quickly. For a broader view, an AI process improvement diagnosis helps prioritize what to automate and in what order based on business impact.

    Next step

    Our business is to grow yours

    Which tasks would you like to stop doing by hand? Let’s talk and we’ll show you what can be automated.

    Trilogi – The Digital AgencyMore Artificial Intelligence services: AI Go-to-Market · AI Implementation · AI Orchestration · AI Process Improvement