S-07 · AIOS
Your business information and AI workflows, together
AIOS connects the information your business runs on, AI assistants and automated workflows, so your team can find answers, stay on top of follow-ups and spend less time on repetitive work.
The problem it addresses
Busy teams, scattered information
Information is spread across tools, files and people's heads.
Routine follow-ups depend on someone remembering.
A simple answer means asking someone to build a report.
AI tools are used one by one, without shared rules or approvals.
What it can help with
Examples of what an implementation can include. What is possible depends on your systems and data.
Find information faster
Staff search approved company documents and information, and get answers with the source.
See what needs attention
Business numbers and operational alerts in one place, where the data connections are available.
Follow up more consistently
Tasks created, enquiries routed and follow-ups prepared using your agreed business rules.
Keep control
You decide the permissions, the approval steps and exactly which actions the AI may take.
Five layers
How an AIOS is built
Each layer builds on the one before. The modules and integrations for your business are agreed during a technical assessment.
Context
Your AI understands the business. What the system needs to know about your business.
What you sell, who you sell to, how you work and what you have decided, written down once.
Replaces: Explaining your business from scratch in every conversation
Every change the system makes is documented and dated, so you can see what was built and why.
Replaces: Documentation nobody has time to write
Works with tools such as: Notion, SharePoint, Google Drive, Google Docs
Data
Your AI sees the real numbers. The information it reads every day.
Real figures from each platform pulled into one place every morning.
Replaces: Opening six dashboards to answer one question
Calls and documents made searchable, where you choose to include them.
Replaces: Trying to remember what was said on a call
Works with tools such as: Xero, QuickBooks, Sage, Stripe, Shopify, HubSpot, Google Sheets, Google Analytics
Intelligence
Your AI tells you what matters. What it tells you.
What moved yesterday and what needs attention today, before the day starts.
Replaces: An hour pulling a weekly report together
Questions about the business answered from your own numbers and documents.
Replaces: Waiting for someone to pull the figure
Works with tools such as: Microsoft Teams, Slack, email, WhatsApp
Automate
The routine work happens without you. The work it does for you.
Every new enquiry becomes a tracked card within minutes, from any channel.
Replaces: Enquiries sitting unanswered overnight
Each person gets their own list of what is due; one tap marks it done.
Replaces: Chasing your team for updates
Works with tools such as: Make, Zapier, n8n, Calendly, Trello, Asana
Goals
The time you get back. What the time saved is for.
Hours freed go into growth, a new line of business, or simply not working evenings.
Replaces: Doing everything yourself
Works with tools such as: Your plans, your team
A practical example
One workflow an AIOS could run
The picture is a concept with demo data, to show how the layers work together on a single enquiry.
- 01
A new enquiry arrives through your website.
- 02
The assistant answers from approved company information and records the enquiry.
- 03
A follow-up task is created and the lead appears in your CRM.
- 04
Anything that sends, spends or deletes waits for a person to approve.
- 05
The manager sees it in the next morning's summary.
Integrations
Works with the tools you already use
Examples of tools an AIOS can work with. What is connected for you depends on your systems, and is agreed during the technical assessment.
What can be configured or built
Usually configured from existing components
- AI assistants that answer from approved information
- Approval steps before the AI takes an action
- Follow-up tasks and a sales pipeline
- Connections to common tools such as Microsoft 365, Google Drive and Slack
Built specifically for you
- Connections to your own business systems
- Reports and alerts from your data
- Workflows that follow your business rules
Requirements and limitations
Every AIOS is built for the client, so nothing is switched on automatically. What it needs depends on your existing systems, the data available, the integrations required, your security and permission requirements, and the workflows you want to automate.
- AIOS is built for each client; it is not an off-the-shelf app you install.
- It only uses the systems and information you connect and approve.
- Actions that send, spend or delete need a person's approval.
- Results depend on the quality of your information and processes; we do not promise specific savings.
- Integrations are scoped one by one; not every tool can be connected.
How to get started
Start with one workflow
Book a free AIOS call
We talk through your business, your tools and what takes up the most time.
Pick one workflow
We review your systems and choose one workflow to start with.
Written proposal
You receive a proposal with scope, cost and timing. Nothing is built until you approve it.
Build and extend
We build it, test it with your team and extend it step by step.
Sketch your AIOS in two minutes
Pick your industry, tick what your business needs and watch the layers connect. Send it to us, or save it as a PDF.