Intake to action
Move a new request into the right system, check required information, and prepare the next task for the person responsible.
Our capabilities / AI & automation
Give repetitive work a better way through.
A useful automation starts with a clear process. We map the handoffs, choose the right level of automation, and keep people involved where judgment matters.
Look at the work between your existing tools: copying a request, checking a document, chasing a status update. Automation is worth exploring when that work repeats often enough and its rules are stable enough to justify the setup and ongoing attention.
A good fit when
Start with the friction in your workflow.
A recurring workflow crosses several tools, depends on copying information, or stalls while someone checks what should happen next.
What we work toward
- Fewer repeated handoffs between everyday tools.
- Clear rules for routine work and a review path for exceptions.
- A workflow your team can understand, monitor, and maintain.
Specific outcomes and acceptance criteria are agreed for each project.
Before you invest
- Count how often the task happens and the time spent handling a typical item, including corrections.
- Identify which cases follow a reliable rule and which need someone to interpret the situation.
- Compare the work removed with the review effort, subscription costs, and failure handling that remain.
Possible applications
A few ways this could take shape.
These are illustrative applications to explore, not descriptions of past client projects. The right starting point depends on your process, tools, and constraints.
Documents to useful drafts
Explore AI-assisted extraction, summaries, or first drafts, with source checks and human approval before consequential use.
Routine updates, connected
Keep agreed fields in sync across tools or assemble a recurring update from defined sources, with visible failures and a recovery path.
An illustrative pilot
Turn a request into a reviewable next step.
Imagine a team receiving service requests through a form, then copying each one into a work tracker. Someone checks for missing information and decides who should handle it.
One useful first version
A first pilot could connect that form to one tracker, validate agreed fields, and prepare an assigned task for review. Incomplete requests would enter a visible exception queue. Any AI summary would remain a draft alongside its source.
What a review could check
- A complete request creates the expected task with the agreed fields and owner.
- An incomplete or duplicate request follows a defined review path instead of creating silent extra work.
- An unavailable destination produces a visible failure, with a documented way to retry safely.
This example would not include every intake channel, historical backfills, or automatic customer commitments. Each would need its own scope and review rules.
This is a hypothetical scope. Your proposal would define the actual deliverables, test examples, and acceptance criteria.
A shared understanding
Know what goes in. Know what comes out.
The final scope is agreed before a build begins. These are the foundations of a useful engagement.
What a scoped project can include
- A map of the current workflow and proposed changes.
- A scoped connection or automation, with representative test cases.
- Exception handling, operating notes, and a documented handover.
What we need from you
- A workflow owner and examples of both routine and unusual cases.
- Agreed access to the tools and data involved.
- A starting measure, such as handling time or correction rate.
A considered starting point
AI is one option. Predictable rules often work better for predictable tasks. If AI is useful, its outputs need an agreed review process and clear limits on the data it can use.
Plan the investment and the handover
Make the responsibilities as clear as the work.
A proposal should connect the scope to its cost, review points, and operating responsibilities. Added work and its effect on cost or timing need agreement before proceeding.
What shapes the estimate
The number of connected tools, available integrations, exception paths, and required review steps shape the estimate. A representative sample helps expose complexity before a build is quoted.
Allow for running costs
Automation subscriptions, AI usage, and source-system plan upgrades can create recurring costs. The proposal should separate those charges from implementation and identify who owns each account and approves usage limits.
Review the work together
Your workflow owner explains the current process and reviews normal and unusual examples. Palmetto proposes the logic and demonstrates it for feedback; your team approves where automation may act and where a person must decide.
Agree what happens next
Agree who checks failures, changes rules, and manages connected accounts. Operating notes should cover pausing the workflow, retrying an item, and removing access. Monitoring or later changes are included only when scoped.
Useful questions
Before we begin.
Does every automation need AI?
No. A dependable rule or direct integration may solve the problem with less complexity. We choose based on the task, the available data, and how much uncertainty the workflow can tolerate.
Can this work with the tools we already use?
That is the starting point. Discovery checks available integrations, permissions, subscription limits, and the quality of the information moving between systems before a solution is scoped.
What happens when a step fails?
The scope should identify who is notified, what stops, and how work resumes. Important exceptions need a visible review path rather than a silent assumption that the workflow completed.
A little preparation
Choose a workflow worth improving.
A practical way to find a useful first project, compare recurring frustrations, and give the work a clear starting point.
Read the practical guideMake room for what matters
Start with one useful change.
Tell us how the work happens today, where it gets difficult, and what a better version would make possible.
Discuss an automation workflow