AI and workflow automation services
Automate repetitive work with AI, with a person reviewing anything that matters before it goes out.
- Focus
- Operations
- Methods
- AI · APIs · Webhooks
- Systems
- CRM · Desk · M365
- Governance
- ISO 42001-aware
Who our AI automation service is for
We automate repetitive operational work for growing organisations using AI and API integrations, with logging and human review where it matters. Each workflow is documented, measurable and can be switched off.
- Teams spending hours a week copying data between systems
- Support desks that want tickets classified and routed automatically
- Managers who compile the same reports by hand every week
- Organisations that want to use AI but need controls around data and decisions
Before
- Staff retyping data from emails and PDFs
- Requests waiting in shared inboxes
- AI tools used with no rules
After
- Data captured and routed automatically
- A person approves anything sensitive
- Clear rules for what AI can and cannot do
Copilot readiness for Microsoft 365
Microsoft 365 Copilot can only see what the signed-in user can already open, which means oversharing becomes visible very quickly. Before licences go out, we review who has access to which SharePoint sites, Teams and OneDrive folders, remove 'everyone' and anonymous links that should not exist, and archive stale content.
Where you hold sensitive data, we set up sensitivity labels and, if your licences include it, data loss prevention policies, then pilot Copilot with a small group and agree usage guidance. The result is a cleaner tenant whether or not you roll Copilot out widely.
What you get from AI and workflow automation
Named documents and outcomes you keep. Scope is agreed per engagement.
- 01
Automation shortlist
Processes ranked by effort saved and risk.
- 02
Workflow design
Each step, the AI task, confidence threshold and human review point.
- 03
Built and tested workflow
Running in your tools with test results recorded.
- 04
Human review checkpoints
Where a person approves before anything goes out.
- 05
AI usage rules
What staff and systems may and may not do with AI.
- 06
Monitoring log
Accuracy and exceptions reviewed and tuned.
How an automation project runs
Open each phase to see what it produces and who does what.
Sample AI automation deliverable
An illustrative sample with placeholder names and data, not a real client document.
AI automation engagement formats
Fixed-scope project
- When it fits
- You have a defined outcome: a migration, a test, a certification or a rollout.
- Included
- Agreed deliverables, a named lead, progress updates and handover.
- How it is priced
- Quoted after a scoping call; the price depends on the number of users, sites, applications or controls in scope.
Ongoing support retainer
- When it fits
- You want someone to run, monitor and improve things month after month.
- Included
- Monitoring, changes, reviews and a monthly report within an agreed scope.
- How it is priced
- A monthly fee quoted after a scoping call, based on users, devices and systems covered.
Advisory hours
- When it fits
- Your team does the work and wants expert review or answers.
- Included
- Calls, document and design reviews, and written recommendations.
- How it is priced
- A block of hours agreed in advance; the rate is quoted after a short call.
AI automation tools we use
- Generative AI
- Agentic AI
- REST APIs
- Webhooks
- SaaS integrations
ITCCS is an independent consultancy. Product names and logos are trademarks of their respective owners, shown only to identify the platforms we work with. No partnership, certification or endorsement is implied.
Standards for AI automation
- ISO/IEC 27001Information security, certification-ready ISMSLearn moreRead about ISO/IEC 27001
- ISO/IEC 42001Responsible AI managementLearn moreRead about ISO/IEC 42001
- India DPDP Act 2023Personal data protection complianceLearn moreRead about India DPDP Act 2023
We implement and prepare organisations for these standards. Certification is issued by accredited bodies.
Related certifications
All certificationsTasks that are frequent, follow clear rules and use digital data: lead routing, ticket classification, report preparation, data entry between systems and first-draft responses.
Only if the workflow requires it and you approve. We document which data goes where, prefer providers with no-training commitments, and can mask personal data first.
We add confidence thresholds and human review for decisions that matter, log every run and keep the manual process available as a fallback.
The international standard for AI management systems. It covers AI policy, risk assessment, impact assessment and controls. We use it as a framework even when certification is not the goal.
We record the time and error rate of the manual process before building, then compare after the automation has run for a few weeks.
The number of workflows, systems to connect, the volume of items processed and how much review and monitoring you want.
We use named accounts with the least access needed, prefer your own admin tools over shared passwords, move files only through encrypted channels and remove our access at handover. For automations we use API keys or service accounts limited to the records each workflow needs, stored in your own vault or platform settings. Our full practices are on our Trust page.
We monitor accuracy and exceptions, tune prompts and thresholds, and hand over documentation so your team can run it.
Let's build what's next.
Tell us about your infrastructure, security or automation goals. We reply with questions, then a written plan with scope and next steps.
- Response
- Usually within one business day
- Location
- Worldwide
What happens next
- 01
Reply
- 02
Discovery call
- 03
Proposal