Solutions
Practical AI, Built Into the Way You Work.
Solution 01
AI Workflow Automation
Transform repetitive business processes into reliable, automated workflows.
The business challenge
Teams lose hours each week to rekeying data, chasing approvals and moving information between inboxes, spreadsheets and business systems. The work is necessary, but it is slow, inconsistent and hard to scale.
The FORM700 solution
We map the process as it really runs today, then rebuild it as an automated workflow with clear triggers, rules and exception handling. AI is applied only where it adds value — reading unstructured inputs, classifying requests or drafting responses — and every step is logged.
Example workflow
- 1A request arrives by email or form
- 2AI classifies it and extracts the key details
- 3Business rules route it to the right queue or system
- 4Exceptions are flagged for a person to review
- 5Records are updated and the requester is notified
Potential benefits
- Less manual data entry and fewer handoffs
- Faster, more predictable turnaround times
- Consistent application of business rules
- A full audit trail for every transaction
Relevant integrations
- Microsoft 365
- Google Workspace
- Slack & Teams
- n8n
- Power Automate
- REST APIs
Examples only. We work with the platforms you already use; no vendor partnership is implied.
Solution 02
Agentic AI Development
Design and implement intelligent agents that perform multistep business tasks.
The business challenge
Some work does not fit a fixed flowchart. It requires gathering information from several places, making judgement calls and deciding what to do next — the kind of task that traditional automation struggles to handle.
The FORM700 solution
We design AI agents with a defined scope, a specific set of tools and explicit guardrails. Agents can research, draft, reconcile and coordinate tasks, while approval points keep people in control of decisions that matter.
Example workflow
- 1Agent receives a goal, such as preparing a supplier review
- 2It gathers data from approved systems using defined tools
- 3It analyses the information and drafts a recommendation
- 4A reviewer approves, edits or rejects the output
- 5Approved actions are executed and recorded
Potential benefits
- Handles variable, multistep tasks that rules alone cannot
- Frees specialists to focus on judgement and relationships
- Bounded permissions and clear escalation paths
- Transparent reasoning and action logs for review
Relevant integrations
- OpenAI & Anthropic models
- Internal knowledge bases
- CRM & ERP APIs
- Ticketing systems
- Vector databases
Examples only. We work with the platforms you already use; no vendor partnership is implied.
Solution 03
Business Process Transformation
Identify operational inefficiencies and redesign workflows around intelligent technology.
The business challenge
Automating a broken process only makes the problem faster. Many organizations know their operations are inefficient but lack a clear view of where time is lost and which improvements will matter most.
The FORM700 solution
We work with your teams to document current processes, quantify effort and delay, and prioritize opportunities by value and feasibility. The result is a practical roadmap that combines process redesign with the right level of automation.
Example workflow
- 1Stakeholder interviews and process walkthroughs
- 2Current-state mapping with volumes and handling times
- 3Opportunity scoring by value, risk and effort
- 4Future-state design with controls and ownership
- 5Phased implementation roadmap
Potential benefits
- A shared, accurate picture of how work gets done
- Investment focused where it delivers the most value
- Simpler processes before and after automation
- Clear metrics to measure improvement
Relevant integrations
- Process mapping
- Existing system audits
- Data and reporting review
Examples only. We work with the platforms you already use; no vendor partnership is implied.
Solution 04
Document Intelligence
Automate document classification, information extraction, validation and processing.
The business challenge
Invoices, contracts, forms and compliance certificates arrive in many formats. Reading, checking and keying them by hand is slow, and small errors can carry through to payments, reporting and audits.
The FORM700 solution
We build document pipelines that classify incoming files, extract the fields you need, validate them against your records and route anything uncertain to a reviewer. Confidence thresholds decide what is processed automatically and what needs a person.
Example workflow
- 1Document received by email, upload or scan
- 2Classified by type, such as invoice or certificate
- 3Key fields extracted and normalized
- 4Values validated against master data and rules
- 5Low-confidence items sent for human review
Potential benefits
- Reduced manual keying and associated errors
- Faster processing of high-volume documents
- Consistent validation against your own data
- Searchable, structured records for reporting
Relevant integrations
- Email inboxes
- SharePoint & Google Drive
- OCR and document AI services
- Accounting and ERP systems
Examples only. We work with the platforms you already use; no vendor partnership is implied.
Solution 05
Systems Integration
Connect CRMs, ERPs, finance systems, databases and communication platforms.
The business challenge
Critical information is spread across systems that do not talk to each other. Staff become the integration layer — copying data between platforms and reconciling differences by hand.
The FORM700 solution
We design integrations that move data reliably between your platforms, with defined ownership of each record, error handling and monitoring. Integrations are built to be maintainable, documented and secure.
Example workflow
- 1Event occurs in a source system, such as a won deal
- 2Data is validated and transformed to the target format
- 3Records are created or updated in connected systems
- 4Failures are retried and alerted, never silently lost
- 5Activity is logged for reconciliation
Potential benefits
- A single, consistent view of key business data
- Less duplicate entry and reconciliation effort
- Faster flow of information between teams
- Integrations that are monitored and supportable
Relevant integrations
- Salesforce & HubSpot
- Microsoft Dynamics & NetSuite
- Xero & QuickBooks
- Supabase & PostgreSQL
- Webhooks & REST APIs
Examples only. We work with the platforms you already use; no vendor partnership is implied.
Solution 06
Managed AI Operations
Monitor, maintain and continuously optimize deployed AI workflows.
The business challenge
AI workflows are not set-and-forget. Inputs change, models are updated, connected systems evolve and performance can drift. Without ongoing ownership, reliability and value decline over time.
The FORM700 solution
We provide ongoing monitoring, maintenance and improvement of deployed workflows. That includes tracking accuracy and throughput, reviewing exceptions, managing model and prompt changes, and reporting on outcomes against agreed metrics.
Example workflow
- 1Continuous monitoring of runs, errors and latency
- 2Regular review of exceptions and human overrides
- 3Controlled updates to prompts, models and rules
- 4Regression testing before changes go live
- 5Periodic performance reporting
Potential benefits
- Sustained reliability as conditions change
- Early detection of errors and quality drift
- Controlled, documented change management
- Clear visibility of the value being delivered
Relevant integrations
- Logging & observability tools
- Alerting via email, Slack or Teams
- Dashboards & reporting
Examples only. We work with the platforms you already use; no vendor partnership is implied.
Benefits describe what well-designed workflows can achieve. Actual results depend on your processes, data quality and systems, which is why every engagement begins with a discovery phase and agreed success measures.
Not Sure Where to Start?
Tell us about the process that costs your team the most time. We'll help you work out whether — and how — intelligent automation could help.
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