White Studio

03 / AUTOMATION

AI business process automation

We automate enquiry handling, document processing and quote preparation. AI handles repeatable tasks within a defined workflow, while your team reviews important decisions. We start with one concrete process, not a promise to replace your whole business with a button.

WORKFLOW
01Enquiry & documents
02Review & matching
03Proposal for review
01

Customer enquiry processing

When enquiries arrive through emails, spreadsheets and attachments, staff spend time assembling context. We design one workflow to collect the request, extract required fields, flag missing information and define the next step. Intake channels and notifications are agreed with your team; replacing an existing CRM is not the default.

02

Documents and item matching

A B2B workflow often starts with a specification: identify items, quantities and requirements, then match them to a catalogue. We define rules for names, units, missing data and ambiguous matches. Uncertain results should go to review, not become automatically confirmed orders.

03

Quote preparation with human review

After matching, the workflow assembles a draft quote in the agreed format, with items, terms and notes for your team. A responsible person checks prices, availability, delivery dates and the final content. Our portfolio includes Sky-Space’s selection and quote workflow, plus a separate enquiry and document application. Public demonstrations do not expose customer data.

04

Integrations and phased delivery

We first document one process and test a prototype using anonymised examples. Then we scope connections to email, catalogues, CRM or business systems, together with access controls and an activity history. A pilot tests difficult cases before expansion. Integrations depend on available APIs, data formats and your company’s rules.

05

Costs and measurable outcomes

Cost depends on document quality, matching rules, integrations and review requirements. Development, hosting, AI usage and support are budgeted separately. Before the pilot, we record processing time and common errors, then compare equivalent tasks afterwards. We do not promise savings percentages or financial returns without measurements.

THE PROCESS

From your goal to a working result.

01

Understand

Your goal, audience, materials and constraints. We define what the business needs.

02

Design

We present a concept or prototype and agree the direction before implementation.

03

Build

We bring design, content and technology together, sharing progress along the way.

04

Launch

We check key user flows, devices and integrations, then hand over the project and guidance.

EXPLORE MORE

More for your project.

FAQ / WHITE STUDIO

Before we start.

Scope, costs and what to expect.

How is this different from a chatbot?

A chatbot mainly handles conversation. A workflow application tracks an enquiry’s state, connects documents, runs agreed steps and shows what has been reviewed. Conversation can be part of the system, but does not replace roles, statuses and outcome checks.

Do we need to replace our CRM or business system?

Not necessarily. We first assess whether the new workflow can fit your current tools. If no suitable API or data exchange is available, we discuss a limited prototype or a manual step. Replacing your system is not automatically part of the project.

What should we bring to an initial discussion?

One typical process, an example incoming request and the intended output. Use anonymised documents without passwords, customer details or trade secrets. We will discuss volume, difficult exceptions and who makes the final decision.

Will quotes be sent to customers automatically?

The workflow described here prepares a draft for a person to review. Automatic sending, if genuinely needed, must be scoped separately with approval rules, limits and agreed responsibilities. AI must not commit to unverified terms on its own.

Discuss your project

LET’S CREATE / WHITE STUDIO

What shall we create together?

Tell us about your project. We will suggest an approach, milestones and scope.

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