AI workplace

AI is not a tool. It is a skill.

AI promises a lot. We turn it into working assistants, integrations and automated flows for mail, documents, CRM, ERP and dashboards.

When AI delivers too little, the missing pieces are usually context, permissions, agreements or integrations. We set up the environment correctly.

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AI workplace with ChatGPT, Claude, connected sources and concrete actions

Environments

We work with familiar AI and business software.

Depending on your company, we choose what fits: ChatGPT, Claude, Microsoft, Google, Odoo or other existing systems.

ChatGPTAI workplace

ClaudeAI workplace

Microsoft 365mail, calendar, files

Google Workspacemail, drive, calendar

OdooERP and CRM

SharePointdocuments

Example screens

How AI works in practice.

Work examples where AI retrieves information, respects permissions and prepares actions.

Example of an AI conversation with connected sources and actions

AI assistant

Conversation with company context.

AI uses mail, Odoo, SharePoint and meeting notes to prepare answers and actions.

Example of connected sources and permissions for ChatGPT and Claude

Integrations

Clear access rights per source.

For each system we define what AI may read, suggest or prepare.

Example of an automated AI flow from mail to CRM and dashboard

Automated flow

From question to action.

An email or meeting can prepare drafts, tasks and dashboard signals.

Applications

AI in daily work.

From customer questions to ERP checks: AI helps teams answer, follow up and verify faster.

Knowledge + CRM

B2B service provider

AI assistant for customer questions.

Searches documents, CRM and earlier emails and prepares a first answer.

Meetings

Manufacturing company

From meeting to tasks.

Meeting decisions are linked to projects, owners and deadlines.

Customer service

Wholesale company

Handle recurring questions faster.

AI suggests answers based on product info, order status and email history.

Finance

Property manager

Open items and follow-up together.

Invoices, payments and emails come together in a short daily overview.

Documents

Advisory firm

Prepare files for meetings.

AI retrieves relevant documents, previous agreements and open questions.

ERP + data

Company with ERP

Check data migrations.

Duplicate records, missing fields and exceptions are detected before import.

Approach

From idea to working AI.

We choose one process, connect the right sources and deliver a first working flow tested with real files.

Analysis

We map processes, data and systems and find where AI can quickly reduce manual work.

Highest-impact opportunities

Roadmap

We choose applications with high impact and low risk.

Priorities and phasing

Build

We set up AI assistants, integrations, flows or dashboards in your existing environment.

Working first version

Follow-up

We test with real files, set clear agreements and improve where needed.

Team adoption

Setup

AI assistants, integrations and flows.

AI only works when sources, permissions and agreements are set correctly. We configure that around the team's daily work.

Custom AI assistants

For sales, administration, support, finance or project work.

ChatGPT, Claude and Copilot

Choose, configure and roll out the right AI environment for the team.

System integrations

Mail, calendar, documents, CRM, Odoo and SharePoint available from AI.

Automated flows

Draft emails, CRM updates, tasks and reports prepared automatically.

Solutions

AI that fits the work.

An AI assistant, dashboard, integration or automated flow: the form follows the problem and the result needed.

AI assistants

AI that prepares or performs steps across systems.

Chatbots

Website, customer questions, intake and internal help.

Voice

Speech for telephony, support or hands-free work.

Image reading

Process photos, documents or visual checks.

Forecasting

Estimate sales, capacity, planning or stock.

Data analysis

Patterns, segments, dashboards and reports.

Automation

Emails, invoices, tasks and reports prepared automatically.

Examples

AI flows that save work.

Start of day

"Prepare me for my day."

Calendar, emails and Odoo are summarized in one short overview.

CalendarMailOdoo

Answer emails

"Draft replies for these customer emails."

AI writes drafts based on customer information and agreements.

Gmail / OutlookCRMDocuments

Update CRM

"Process the meeting and create follow-up."

Contact, opportunity and tasks are ready in CRM or Odoo.

Meeting notesCRMOdoo

Ask documents

"Find the agreements and budgets for customer X."

AI searches SharePoint or Drive and returns the essentials.

SharePointDrivePDFs

Create reports

"Compare revenue with costs and show the deviations."

Figures from ERP and dashboards are summarized clearly.

ERPDashboardsExcel

Internal questions

"What was decided in the meeting about this project?"

AI searches notes and prepares action points.

NotionTeamsTasks

Setup

Good AI needs context and control.

The model needs to know which source is correct, which action is allowed and where someone must review.

The right AI environment: OpenAI, Claude, Copilot or a combination.

Secure sources and access rights.

Actions AI may prepare.

Human review where needed.

Clear sources

Role-based access

Human review

Improve where needed

Start

Start with work that costs time.

Choose one process that takes too much time today.

Connect the right sources and permissions.

Build one AI assistant or flow that saves work immediately.

Test with real files and improve where needed.

We look for where AI, data or ERP can reduce manual work and improve control.

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