SMART AI SYSTEMS / MANAGED INTELLIGENCE
Your team knows
your business.
Your AI should, too.
Give your team a useful first draft, without explaining the company from scratch each time.
We learn how your business works, capture what makes it yours, and bring that knowledge into the AI tools your people already use. That’s Managed Intelligence.
Book a discovery call30 minutes to talk through your business and where to start.
YOUR KNOW-HOW, PUT TO WORK
You’ve spent years
learning what works.
How you look after customers. What a good proposal includes. When your team needs to stop and ask.
We help you capture that knowledge in a company Brain: a shared source of your services, processes, voice, and rules, checked by your people. Your team’s AI can then draw on it when helping with everyday work.
Use it with assistants such as ChatGPT and Claude.
START WITH SOMETHING FAMILIAR
Where could your team
use a hand?
Choose an example. These are the kinds of everyday tasks we can build and test with your team.
THE TASK
“Draft a follow-up
after this discovery call.”
Start with the meeting notes and the customer’s priorities.
Illustrative example.
Sample content, not a live AI response or customer result.
THE COMPANY CONTEXT
- Your services and what is in scope
- Your company’s voice and the sender’s style
- Your process for the next step
- Your rules for claims and commitments
Your team reviews the draft, confirms the details, and sends it.
WE BUILD IT WITH YOU
A conversation.
A useful first step.
Room to grow.
We start by listening to the people doing the work. Then we agree on where AI could help, build the first workflow, and work through it together.
Talk through your starting point- 01
Understand the work
Talk with your team about what takes time and where things get stuck. Agree on priorities and the rules for using AI.
- 02
Capture what you know
Bring together your services, voice, templates, and processes. Check the details with the people who know them best.
- 03
Try it on real work
Connect your team’s AI assistants, build the first workflow, and practise together. Make corrections as you go.
- 04
Keep making it useful
We stay involved: keeping the knowledge current, helping your team, and building the next workflows when you’re ready.
YOUR PEOPLE STAY IN CHARGE
A helpful first draft.
Your team’s final say.
AI makes mistakes. A person on your team reviews every output before it is used, sent, priced, or signed.
Workflows are built, piloted, and improved with you. Your AI policy and review steps are part of the service from the start.
A FEW PRACTICAL QUESTIONS
Before we talk.
Is this another AI tool my team has to learn?
Your team connects an assistant they already use, such as ChatGPT or Claude, to your company’s Brain. We provide training on how to use that knowledge and the workflows we build together.
What is in our company’s Brain?
Your services, voice, processes, templates, standards, and AI rules. We gather the material through discovery and your existing documents, then verify it with you and keep it current.
Can we start with one workflow?
Yes. The assessment helps identify a useful starting point. We build and pilot workflows one at a time, with a process owner reviewing the work and helping refine it.
How do you approach governance?
We establish approved tools, data rules, and review responsibilities. Access is controlled, your AI policy accompanies your company knowledge, and people remain responsible for reviewing outputs and making decisions.
What happens on the discovery call?
We discuss how your team uses AI today, where repetitive work gets in the way, and what you would like to improve. From there, we can scope the assessment and agree on the next step.
LET’S TALK IT THROUGH
What keeps landing
back on your desk?
Bring one task your team keeps repeating.
We’ll talk about how it works today and where AI could help.
30 minutes with Dan Stratton
Co-Founder & CEO, Safe Harbour Informatics