AI Workflow Planning
Find useful AI ideas and plan how they will work.
Work directly with James Bell, based in London and working with teams globally.
You may have a list of ideas, an early prototype or a recurring task that takes too much time. We help you choose a worthwhile starting point, understand the process and work out how AI could help.
The result is a clear workflow plan: the information it needs, the steps involved, the output, the human checks and the people responsible. Where useful and agreed, we build a small working example to test the important assumptions before a wider implementation.
01How it works
| Step | What we do together | What you receive |
|---|---|---|
| Understand | Review the current task, the people involved, the documents and tools, and what takes time. | A clear picture of the process and the problem to solve. |
| Plan | Compare useful AI ideas, choose a priority and map the inputs, steps, outputs and checks. | A practical workflow plan with owners and a clear definition of a good result. |
| Test | Try the important steps on approved examples. Where agreed, build a small prototype and check quality, time saved and limitations. | Evidence of what works, what needs changing and what still needs a person. |
| Recommend | Review the findings, likely costs, remaining work and who will run the process. | A recommendation to build, revise or stop, with clear next steps. |
A focused engagement typically runs over four weeks. We agree the scope, timetable and fee around the workflow and the access needed before starting.
02What you take away
- Prioritised ideas: a useful starting point and the reasons for choosing it.
- A workflow map: inputs, outputs, steps, tools, responsibilities and review points.
- Practical testing: results from representative examples and any agreed prototype, with its limitations made clear.
- An implementation plan: the work, budget considerations and decisions needed to put it into regular use.
- A useful handover: reusable instructions, documentation and a session with the person responsible.
- Follow-up support: thirty days of agreed office-hours support after handover.
03Examples of work we can plan
Document population, bid drafting, invoice preparation, recurring reporting, research summaries, document search, spreadsheet updates and the hand-offs between your existing systems. The choice depends on your team’s real workload and available information.
04Choose the right starting point
If your team wants to explore several ideas together, start with an AI workshop. Workflow planning takes a promising idea further. If the process and requirements are already clear, move straight to AI implementation. For ongoing help across the business, explore AI Operating Partner.
05Questions about workflow planning
How is this different from an AI workshop?
Workshops help a team explore several ideas and try early examples. Workflow planning takes a promising opportunity further: understand the process, plan the steps, test important assumptions and agree what to build.
Do we need to know which AI tool to use?
No. We start with the work and the tools you already have. Any new software is considered against the actual requirements.
Will we get a working example?
Where agreed in the scope, we build a small working example and test it on representative material. A full implementation is scoped separately if further work is needed.
How long does it take?
A focused engagement typically runs over four weeks. The timetable, scope and fee are agreed around your workflow, access requirements and review process.
What if AI is not the right answer?
You receive a clear explanation and a practical alternative. A recommendation to simplify the process, use ordinary automation or stop is a useful outcome.