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Integration with ERP, CRM and DMS

AI Automation for Companies

AI Automation: Automate Processes Intelligently and Integrate Them with Your Systems

Pilot with real data

Measurable before it goes live

Hosted in Germany

Operated GDPR-compliant

Operations from one partner

Operations and improvement

|AI Automation| for Companies

What is AI process automation?

AI process automation combines language models with rule-based workflows. The AI understands unstructured content such as emails, PDFs and free text; the workflow provides clear steps, approvals and handover to your systems.

Classic RPA and AI automation compared

  • Input data: structured forms and screens (RPA); also emails, PDFs, scans and free text (AI)
  • Logic: fixed rules (RPA); rules plus understanding of content and context (AI)
  • Strength: stable, identical workflows (RPA); varied cases with changing formats (AI)

AI automation takes over recurring tasks in your processes: it reads documents, answers standard requests, prepares decisions and writes results directly into your systems. Your teams gain time for advice, customer contact and value creation. Automation is part of our AI consulting for mid-sized companies.

High-value use cases

  • Incoming invoices and receipts

    The AI captures invoice data, proposes the account assignment and passes the verified document to your ERP.

  • Email and ticket classification

    Requests are sorted by topic and urgency, enriched with customer data and assigned to the right team.

  • Proposals and requests in sales

    Customer enquiries become structured proposal drafts with matching products and terms.

  • Contract pre-review

    The AI highlights relevant clauses and deviations and routes them to your legal experts.

  • Applicant management

    Applications are structured for review; your team makes the decision, documented in line with the EU AI Act: EU AI Act compliance.

  • AI chatbot for website and customer portal

    Answers questions around the clock based on your knowledge and hands complex matters to your team: RAG systems with company knowledge.

  • AI agents in the CRM

    Lead research, data maintenance and service directly in your CRM: AI agents for SuiteCRM.

AI integration into your system landscape

The values above are example values based on typical assumptions. How to calculate the business case for your processes: Calculate the AI business case.

We connect AI with the systems your teams work in:

  • ERP: documents, orders and master data from ERP and inventory systems
  • CRM: SuiteCRM and other CRM systems
  • Document management, email and Microsoft 365
  • Custom applications via REST and GraphQL interfaces

The AI logic runs in a dedicated orchestration layer, for example with n8n. Your core systems stay stable and update-ready, and every processing step is logged.

Guardrails for reliable results

  • Human in the loop: approval steps wherever your business unit defines them
  • Confidence thresholds: cases that need clarification are routed to your team
  • Data protection: masking of personal data before the model call
  • Model choice: enterprise models in the EU or open-source models in your infrastructure, see Sovereign AI with open-source models
  • Monitoring: quality, cycle times and costs continuously tracked
Woman monitoring illuminated server racks

AI implementation: from idea to productive workflow

  1. 01

    Process analysis (1 week)

    Capture workflows, volumes, data sources and target systems.

  2. 02

    Prototype with real data (2–4 weeks)

    Build and measure the workflow with a representative sample of your data.

  3. 03

    Integration & testing (4–8 weeks)

    Connect to your systems, add approval steps, monitoring and user training.

  4. 04

    Operations & optimisation (ongoing)

    Monitor quality and cost, add further processes.

Frequently asked questions about AI automation

Which processes are suited to AI automation?

Processes with high volume, recurring patterns and digitally available data, such as receipts, emails, requests and document reviews.

How quickly will we see results?

A prototype with your data is usually ready after two to four weeks and shows measurably what the automation delivers.

Which systems do you connect?

ERP, CRM, document management, email and Microsoft 365, as well as custom applications via open interfaces.

How does this differ from ChatGPT for business?

ChatGPT supports individual employees in a dialogue. AI automation works directly in the process and in your systems and handles cases end to end.

How secure is our data?

We operate solutions GDPR-compliant with hosting in Germany, data masking and, on request, open-source models in your infrastructure.

Do we need our own developers?

We take care of development and operations. If you wish, we enable your team to evolve the workflows themselves.

Let's find your first process to automate

In a short process analysis we show where AI automation delivers the fastest impact in your company.