AI & Intelligent Automation

Automate the busywork. Keep people in control.

We find the repetitive work slowing your teams down, automate it reliably, and apply AI where it measurably helps: reading documents, answering questions and routing requests, with review points where they matter.

Start a conversation Explore by sector
  • Document & data capture
  • Workflow automation
  • AI assistants
Illustration of an automated document intake: receive, extract, review and update, with every step logged Document intake Read, check and route automatically 1Receive2Extract3Review4UpdateEvery step loggedExceptions go to a person, with an audit trail Fields extractedReady for review Human in the loopApproval when unsure Illustration of an automated document intake: receive, extract, review and update, with every step logged Document intake Read, check and route automatically 1Receive2Extract3Review4UpdateEvery step loggedExceptions go to a person, with an audit trail

Across sectors

AI that fits how your sector works.

Choose a sector to see where AI and automation make the biggest difference day to day.

Public sector

Faster casework, clearer answers for residents

Triage incoming requests, summarise case files and help staff find the right policy, with officers making every decision that matters.

  • Request triage and routing
  • Case note summaries
  • Policy and guidance assistant

Higher education

Smoother admissions and student services

Check applications and documents on arrival, answer common student questions around the clock, and free admissions teams for the cases that need them.

  • Application and document checks
  • 24/7 student enquiry assistant
  • Offer and clearing workflows

Utilities

Quicker responses in the field and on the phone

Classify complaints and service requests, summarise engineer notes and keep customers informed during incidents.

  • Complaint and request classification
  • Engineer job-note summaries
  • Proactive incident updates

Real estate

Faster lettings, sales and property management

Answer tenant and buyer enquiries instantly, read leases and compliance documents, and route maintenance requests to the right contractor.

  • Tenant and buyer enquiry assistant
  • Lease and document extraction
  • Maintenance request triage

Retail & consumer brands

Better customer service at the busiest times

Draft replies to customer emails, keep product information consistent across channels and spot order problems before customers do.

  • Customer email replies
  • Product content at scale
  • Order exception alerts

Professional services

Less admin, more time for client work

Draft proposals and reports from your own templates, review contracts for key clauses and find past work in seconds.

  • Proposal and report drafting
  • Contract clause review
  • Search across past work

What we deliver

What we build with you

Choose what you need. A short discovery confirms the scope, the plan and the cost.

  • Automation roadmap

    We map your processes and prioritise opportunities by value, risk and effort.

  • Workflow automation

    Reliable, monitored workflows on Power Automate, Logic Apps or custom services.

  • Document & data capture

    Extract and validate data from invoices, forms and emails, with a review queue.

  • AI assistants & copilots

    Assistants grounded in your own documents, respecting existing permissions.

  • Decision support

    Scoring, forecasts and recommendations surfaced inside the tools teams use.

  • Governance & security

    Human review, logging and responsible-AI controls designed in from day one.

In practice

Invoice processing, before and after

A typical example of the change we make. Every engagement is shaped around your process.

Before

  • Invoices arrive in a shared inbox
  • Staff open each one and rekey the fields
  • Missing details are chased by email
  • No view of what is stuck or why

After

  • Invoices are captured automatically
  • Key fields are extracted and validated
  • Exceptions go to a review queue
  • Every step is tracked and reportable

Your team reviews the exceptions instead of typing up every document.

Example engagement

Self-service portal and workflow automation

Representative engagement ยท Web, automation and integration

The challenge
Customer requests handled by email and paper, re-keyed between systems, with no easy way for customers or staff to see status.
What we delivered
A bespoke web portal for customers, automated back-office workflows and secure integrations into the existing systems of record.
The outcome
A single, auditable record for every request, far less re-keying, and customers who can see progress without chasing.

Web & Digital Experiences Customer & Partner Portals Process Automation All case studies

Is this right for you?

Who it is for, and where our scope ends.

Plain answers before you get in touch, so you know what to expect and what to bring.

Who it is for

  • Operations, finance and service teams losing hours to repetitive, document-heavy or email-driven work
  • Organisations that want to use AI but need to know where it helps, where it does not, and how it will be governed
  • Public-sector, education and regulated teams where review, audit and data protection matter

Where our scope normally ends

  • Training or hosting our own AI models. We build on established platforms such as Azure OpenAI and Azure AI Services
  • Fully unattended decisions on high-impact cases. We design review points so that people stay accountable
  • Vendor licences and cloud usage charges, which are estimated with you during discovery

What we plan for in every project

Integration
We connect to the systems you already use through their APIs and connectors, and tell you early if a system offers none.
Security and data
We agree up front which data may reach an AI service, limit access to the people who need it, and keep an audit trail of what the automation did.
Accessibility
Anything staff or the public interact with follows the WCAG 2.2 approach described under Web & Digital.
Maintenance and support
Automations depend on systems that change. A named owner on your side, monitoring and a release process keep them reliable; ongoing support can be agreed after go-live.

What we need to scope it

  1. The process in plain words: what arrives, who handles it and where it gets stuck
  2. Rough volumes, for example documents or requests per week
  3. The systems involved and whether any personal or sensitive data is processed
  4. Who reviews or approves the outcome
  5. Your timescale and any compliance requirements

Not everything has to be ready. Send what you have and we will help with the rest. Start a conversation

Further reading: AI or automation? How to choose the right tool for the job

Questions

What clients usually ask.

Something else on your mind? Ask us directly

Technologies we use

  • Azure OpenAI
  • Azure AI Services
  • Power Automate
  • Azure Logic Apps
  • Copilot Studio
  • Python
  • .NET
Do we need AI, or would ordinary automation do?

We start with the process. Rules-based automation is often enough for predictable work; AI is used where reading, classifying or interpreting information adds real value.

Will it work with our existing systems?

Usually, yes. We integrate through APIs, connectors or files, and design around the systems you already rely on.

How do you keep sensitive information safe?

Access follows your existing permissions, data stays within agreed boundaries, and every automated action is logged.

What happens after go-live?

We monitor, fix and improve under an agreed support arrangement, or hand over fully documented to your team.

Related

Which process would you like to make easier?

Tell us what is repetitive and where work gets stuck. We will suggest a practical first step.

Start a conversation info@devdex.co.uk