Services
SERVICE 03

AI Workflow Automation

Automate your highest-volume repetitive workflows using your own data. Fewer manual steps. Faster turnaround.

Target Outcomes
71% repetitive tasks automated
8 min target avg resolution (from 2.3 days)
3 workflows automated per engagement

This Is Right For You If

  • Your team manually routes leads, updates CRM records, or classifies support tickets every cycle
  • The same 20 workflows repeat dozens of times daily
  • You have structured data (product catalog, policies, order history) that isn't being leveraged at scale
Reference Scenario

A typical Quebec B2B distributor whose sales ops team spends 12+ hours/week manually routing leads, qualifying inbound inquiries, and updating CRM records.

The engagement delivers an AI routing agent that qualifies leads, scores by urgency, and populates CRM records automatically. Target: 71% of lead-routing tasks fully automated, freeing 10+ hours per week for the sales team.

Illustrative reference scenario based on comparable industry benchmarks, not a completed TSI engagement.

Why TSI for This

  • Your data is not used to train third-party models, and vectors stay in a private store on infrastructure you control
  • Shadow mode: automation runs live, your team reviews before full cutover
  • Acceptance criteria defined before a single model is touched
  • Week 1–2: Map your 20 most frequent workflows and the data sources that feed them.
  • Week 3–5: Build, train, and test the automation in isolation with your real data.
  • Week 6–8: Shadow mode, automation runs live, your team reviews outputs before full handover.
  • Week 9–10: Handover with monitoring dashboard and escalation paths configured.

Delivery Phases

  1. Workflow Mapping
  2. Data Source Integration
  3. Agent Build & Training
  4. Shadow Mode Testing
  5. Full Deployment
  6. Handover

What You Receive

  • AI automation agents
  • Knowledge base configuration
  • CRM/ticketing integration
  • Escalation routing rules
  • Performance dashboard
  • Monthly volume report

Typical Tech Stack

  • LangChain
  • n8n
  • FastAPI
  • PostgreSQL
  • OpenAI / Mistral
  • ERPNext / HubSpot connectors
Lower End
  • Single workflow automated
  • Under 200 data entities
  • No CRM integration
  • Static knowledge base
Upper End
  • Four or more workflows
  • CRM + ticketing integration
  • Dynamic knowledge base
  • Multi-language support
  • Custom escalation logic

Biggest variable: Number of workflows automated × data source depth × integration count

Start This Engagement