Services
A service architecture that starts with understanding — and never really ends.
Every engagement follows the same spine: understand the workflow, build the automation, keep it working. Six services cover that spine end to end.
- Audit
- Implementation or Package
- Managed Optimization (recurring)
Service list
Workflow Discovery & Process Mapping
People, tools, information, handoffs, bottlenecks, repetition — mapped and costed before anything is proposed. You keep the roadmap either way.
Deliverables & detail → SERVICE 02 — THE COREAI Workflow Automation
Custom automations: inquiry handling, approvals, data flows, follow-ups. AI where reasoning helps, human gates where judgment matters. Includes sales & CRM automation.
Deliverables & detail → SERVICE 03Document Intelligence
RFQs, invoices, specifications, contracts, reports — extracted, classified, summarised, validated, routed and stored. Documents stop being dead-ends.
Deliverables & detail → SERVICE 04 — FLAGSHIPEngineering Workflow Automation
Five engineering workflows productised: RFQ→Quotation, Technical Document Control, Procurement, Maintenance, Project Reporting.
Deliverables & detail →Sales & CRM Automation
Lead capture → qualification → CRM sync → quotation initiation → follow-up → pipeline visibility. Delivered within AI Workflow Automation engagements; described here so the architecture is complete.
Managed Workflow Optimization
Monitoring, maintenance, prompt and rule tuning, new integrations, monthly performance reports. The answer to "who maintains this?"
Deliverables & detail →Not sure which service fits?
That's what the audit is for. It always comes first, and it tells both of us the truth.
Request a Workflow Audit