Workflows Without Walls

AI Support for High-Frequency Tasks

Organizations often face repetitive administrative tasks that are crucial yet resource-intensive. These tasks—such as data gathering, report generation, form filling, and data transformation—are common across departments and industries.

Our software employs an AI-in-the-loop approach to streamline these tasks without removing human oversight. The platform is designed to support user control, enabling professionals to enhance their workflows by delegating specific tasks to AI while retaining ownership of the final outputs.

A Typical Workflow: Human-Led, AI-Augmented

Our platform follows a modular workflow model where users remain in control, supported by AI at each step. Here's how a typical task might unfold:

1. Smart Data Collection and Autofill

Human Action: The user selects a report template that requires specific data and instructs the AI to gather and populate the forms, optionally providing real-time guidance.

AI Action: The AI collects data from various sources, such as uploaded documents or team data, and maps it to the designated fields.

Outcome: The form is automatically filled, ready for human review and approval.

2. Engineering AI Chain Instructions

Human Action: The user requests a specific output based on the verified data from step 1. They may use a pre-existing prompt or create a new one.

AI Action: The AI-chain compiles all necessary inputs to generate cohesive, high-quality output.

3. Running the AI Chain

Human Action: The user initiates the AI chain, integrating the inputs to generate the desired result. This can be done sequentially for multiple tasks.

AI Action: The chain executes, producing relevant content without errors, relying on grounded context.

4. Final Document Assembly

Human Action: After all components are finalized, the user clicks a button to auto-assemble the final document, ensuring it is consistent in format and brand.

Outcome: A polished file is generated in the chosen format (DOCX, Google Docs, PDF, etc.).

5. Chaining Workflows

Human Action: Completed outputs can serve as inputs for new tasks, enabling streamlined workflows across projects.

AI Action: The AI extracts relevant information to inform the next steps efficiently.

Real-World Use Case: Education

In education, collaboration often crosses roles, departments, and timelines. Our platform simplifies this complexity. Here's how a cross-professional workflow might unfold asynchronously:

School Psychologist

After completing a psychoeducational assessment, the psychologist uses the AI to autofill fields from a standardized score report into the system. They then launch an AI chain to draft the assessment report, utilizing specific conditions and recommendations tailored to the student's needs.

Teacher

The classroom teacher reviews the completed psychological assessment and uses the AI to autofill an Individualized Program Plan (IPP), integrating relevant diagnoses and recommended interventions based on the guidelines.

School Administrator

Following the completion of both reports, the administrator prepares a Grant Monitoring Form, leveraging the AI to autofill critical information from the previous documents for submission to the provincial education authority.

Government Analyst

Later, a government employee uses AI to extract and compile data from submitted Grant Monitoring Forms into a summary table, facilitating easier analysis for funding decisions.

This example illustrates how our platform fosters collaboration across multiple roles, allowing each professional to work independently yet efficiently, resulting in faster turnaround times and consistent quality. Let the software handle the technical complexities so you can focus on what matters most.