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AI & Automation

Put your knowledge to work.

An assistant finds the right paragraph in a handbook. A workflow reads a purchase order from a PDF. We build applications like these for your business, connect them to your systems and test them against the cases your team knows.

A developer works at a laptop with code on screen, at a desk in an open-plan office.

Services

Where we can help.

We start where you need support. Document processing, knowledge search and agents can later work together on the same data foundation.

  • AI-Supported Workflows

    Classify documents and cases, extract information in structured form, summarize content, prioritize tasks and trigger downstream processes automatically — as one continuous chain into your target system.

    • Classification, routing and prioritisation of incoming cases
    • Extraction of defined fields from PDFs, email, scans and forms
    • Validation rules that put uncertain results forward for review
    • Handover to SharePoint, Power Automate or your business system
  • Enterprise Knowledge Chatbots

    Make knowledge from SharePoint, documents and connected business systems accessible through natural language — with citations, so every answer stays verifiable.

    • Preparation and indexing of your document estate
    • Answers grounded in retrieved document passages (RAG)
    • Citations linking back to the source document
    • Running in Teams, on the intranet or inside your own application
  • Automated Support Agents

    Analyse requests, search company knowledge, prepare responses, classify cases and escalate to people when needed — with clear limits on what may happen without approval.

    • Detection of intent, urgency and ownership
    • Draft replies in your tone of voice, ready for approval
    • Categories and summaries maintained automatically
    • Escalation rules for unclear or sensitive cases
  • Custom AI Integrations

    Integrate custom AI capabilities and agents into existing applications, APIs, Microsoft 365 and business processes — where off-the-shelf products simply miss your system landscape.

    • AI features built into the interfaces you already have
    • Connections through REST APIs and Microsoft Graph
    • Tools and actions the agent calls under clear constraints
    • Logging, so decisions can be traced after the fact

Example workflow

One process, step by step.

The example below shows schematically how an incoming enquiry becomes a prepared case that is ready for approval. It illustrates the approach and does not describe an existing client project.

Example workflow

From customer enquiry to a reviewed reply

An email lands in the service inbox. Instead of someone reading, researching and answering from scratch, the flow prepares everything — the decision stays with your team.

  1. Email arrives

    The message is picked up from the mailbox, attachments included.

  2. Understand the request

    The model determines topic, urgency and ownership, and assigns the enquiry to a category.

  3. Search company knowledge

    Relevant passages from manuals, SharePoint libraries and earlier cases are retrieved.

  4. Add the missing data

    Customer, order or contract details are pulled from the connected business system.

  5. Draft the reply

    A draft is written in your tone of voice, with the sources it relied on.

  6. Update the case

    Category, summary and draft are written back to the ticket or case record.

  7. Approved by a person

    Someone reviews, adjusts and sends — nothing goes out automatically unless you explicitly allow it.

Your team no longer starts from a blank page; it edits and approves. Routine cases clear faster, and the difficult ones still reach a person.

Technology

What we build with.

Models & knowledge

  • Azure OpenAI Service
  • OpenAI API
  • Retrieval augmented generation
  • Vector and full-text search
  • Prompt and context design
  • Evaluation and regression testing

Integration & data

  • Microsoft Graph
  • SharePoint REST/OData
  • Power Automate
  • REST APIs and webhooks
  • Azure Functions
  • Queues and background processing

Delivery & operations

  • TypeScript
  • React and Next.js
  • Node.js
  • Python
  • Azure App Service
  • Logging and monitoring

A selection of the technologies we use in projects. The actual mix depends on your use case and the environment you already run.

Common questions

What companies ask before the first project.

  • Where do we start if we have never used AI before?

    With a single process that costs a lot of manual time today and whose output can be judged clearly — typically the inbox, document intake or recurring information requests. We look at the state of the data and the access to your systems, then cut the use case so that a testable prototype takes weeks rather than months.

  • Where is our data processed?

    That is an architecture decision we take together before implementation and record in writing. We prefer services that can run inside your own Azure or Microsoft 365 tenant, and we set out plainly which data reaches which service. The data protection assessment itself stays with your company and its legal advisers.

  • What happens when the AI gets something wrong?

    We assume it will. That is why critical steps are built as a draft plus an approval, uncertain results are flagged instead of quietly passed on, and answers are delivered with their sources. On top of that we check changes against test cases, so a new model or a revised prompt does not silently degrade cases that already worked.

  • Do we need Microsoft 365 for this?

    No. Microsoft 365 is often the obvious source of knowledge in a mid-sized company, but it is not a prerequisite. File shares, databases, ticket systems and line-of-business applications can be connected through their own interfaces. What matters is that the information is accessible and that its permissions can be reflected properly.

What would make tomorrow’s work easier?

Which task would you like to take off your team’s hands? Tell us how it works today. We will look at the options, the data needed and a sensible first step.

Emailinfo@properit-consulting.de