Skip to content

AI automation

AI automation for a more efficient business

We build artificial intelligence into the processes you already have: email triage, enquiry processing, document reading and drafting quotes. The system does the repetitive work, while decisions stay with your employees.

How we introduce AI

  • A person approves important steps
  • Connected to ERP and CRM
  • Personal data protection
  • Gradual rollout
Interface illustration, not a screenshot of a real system.

Use cases

Where AI saves your company the most time.

It works best for tasks that repeat every day and where employees mostly retype, sort or look up data.

  • Email triage

    AI reads incoming mail, recognises whether it is an enquiry, complaint, invoice or order, and routes the message to the right department.

    Control: Unclear messages are reviewed by an employee.

  • Enquiry processing

    It extracts the customer, items, quantities and deadlines from an email or web form and records the enquiry in your CRM or ERP.

    Control: The salesperson sees the original and the extracted data.

  • Document reading

    Purchase orders, delivery notes and invoices as PDFs or scans. The data is transferred to your system without manual retyping.

    Control: Uncertain values are flagged for checking.

  • Draft quotes

    Based on the enquiry, price list and stock, AI prepares a draft quote and a cover message.

    Control: The salesperson reviews, corrects and sends the quote.

  • Customer assistant

    On your website it answers common questions about delivery, products and order status – based on your own content.

    Control: More complex questions are handed to an employee.

  • Internal knowledge assistant

    Employees quickly find answers in manuals, price lists and technical documentation, together with a link to the source.

    Control: Access only to documents the user is allowed to see.

  • Repetitive tasks

    Summaries, weekly reports, reminders and data transfers between systems run automatically, on a schedule or triggered by an event.

    Control: Every run is recorded in a log.

  • Is there a task that takes up too much of your time?

    Describe it. We will tell you whether it is suitable for automation and where we would start.

    Describe the task

An end-to-end example

From enquiry to a sent quote.

This is what one automated process looks like in practice. At every step it is clear who carries it out – AI, your system or an employee.

  1. 1

    System

    Enquiry received

    The enquiry arrives by email or through a web form. The system picks it up for processing automatically.

    Novak Construction Ltd.

    »Hello, we need 40 rolls of 50 mm sealing tape and 120 tubes of neutral silicone. Delivery by 14 November at the latest.«

  2. 2

    AI

    Understanding and data extraction

    AI recognises that this is an enquiry and extracts the customer, items, quantities and deadline from free text.

    All data recognised

    Customer
    Novak Construction Ltd.
    Item
    Sealing tape 50 mm → TT-5025 × 40
    Item
    Neutral silicone → SN-0310 × 120
    Deadline
    14 Nov
  3. 3

    System

    ERP check

    The system checks stock, the partner's price list and lead times in the ERP. AI does not guess this data – it reads it from the source.

    • TT-5025In stock: 312€4.27
    • SN-0310In stock: 96 of 120€2.82

    Prices with the partner's 12% discount

  4. 4

    AI

    Draft quote and message

    AI prepares a draft quote and a cover message. It flags the partial stock and suggests delivery in two parts.

    Quote Q-2026-0187 · draft

    • TT-5025 × 40€170.80
    • SN-0310 × 120€338.40

    Total excl. VAT€509.20

  5. 5

    Employee

    Review and approval

    The salesperson sees the original enquiry, the draft and the ERP data. If needed, they make corrections and approve the quote.

    Added a note about delivering the remaining 24 tubes of silicone

    Approved · sales

  6. 6

    System

    Sending and records

    The quote is sent to the customer and recorded in the CRM and ERP, and the system sets a reminder in case the customer does not reply.

    • Quote sent to customer
    • Recorded in CRM and ERP
    • Reminder in 3 days

The data in this example is fictional.

An example from tourism

An AI travel agency: from enquiry to a PDF quote and a CRM record.

AI understands the enquiry, finds offers in supplier APIs, a local database, PDF catalogues and Excel price lists, and prepares a quote. With the customer's consent it emails the quote and records the contact in your CRM or ERP.

»I'm looking for an affordable holiday in Egypt for two adults and two children, half board, between 15 and 25 July, flying from a nearby airport.«

  1. Enquiry

    The customer describes the holiday in their own words.

  2. Searching the sources

    APIs, local database, PDF catalogues and Excel price lists.

  3. PDF quote

    A well-formatted quote sent to the customer's email.

  4. CRM or ERP record

    The contact and quote, ready for the agent's follow-up.

Illustration with fictional offers – not a screenshot of a real system. Prices and availability always come from the agency's sources; AI does not make them up.
See the full example

Control and security

AI under your control. Your data too.

In your processes, AI prepares proposals and handles routine work. How it decides, what data it can access and where it runs is something we define together with you.

  • Human approval

    Quotes, replies to customers and entries in business systems only go ahead once an employee approves them.

  • A person handles uncertain cases

    When AI cannot reliably recognise a piece of data, it flags the case and hands it to an employee instead of guessing.

  • A log of every step

    We record what AI suggested, what the employee changed and who approved it.

  • Sensitive data stays out of AI

    We send AI only the data the task strictly requires. Sensitive data is never shared.

  • Personal data protection

    Processing is set up in line with the General Data Protection Regulation (GDPR), including a data processing agreement.

  • Your data does not train models

    We use services and settings where your data is not used to train models.

Where the AI runs

We implement solutions through the APIs of established AI providers. For special requirements, a local deployment is also possible.

Sensitive data stays with you

AI via API

AI helps process data and prepare grammatically correct texts in your company's style. It receives only what the task strictly requires.

  • AI never receives sensitive data
  • Data processing agreement, no use of data for model training
  • Quick start, no server hardware of your own

Local AI server

For companies that want their data never to leave their network, an open model can also be deployed on a local server. We check its suitability and quality on your own cases before you decide.

Rollout

We start with one process. We expand once it works.

We introduce AI gradually: first on one task and with a limited scope, so you can verify the benefits on your own data before committing to more.

  1. 1. Process review

    Together we choose the task that takes the most time and review the cases, data and systems involved.

    Result: Process selected

  2. 2. Pilot on one process

    We introduce the solution in a limited scope. AI prepares proposals, and employees review and approve them.

    Result: A working pilot

  3. 3. Measurement and fixes

    We check accuracy and time saved, and improve the instructions where AI missed.

    Result: Assessment of benefits

  4. 4. Expansion

    Once the pilot works reliably, we extend it to more cases or new processes.

    Result: Solution in use

  5. 5. Monitoring and improvements

    We monitor operation and usage costs and adapt the solution to changes in your processes and in AI services.

    Result: Reliable operation

FAQ

What companies most often ask us about AI.

Have another question? Write to info@isaac.si.

Does AI send replies to customers on its own?

Not by default. AI prepares a draft and an employee sends it after reviewing it. We introduce automatic sending only for simple, pre-agreed cases, such as confirming receipt of an enquiry – and only if you want it.

What happens when AI makes a mistake?

The employee sees the original and the proposal, so they notice and correct the error before approving. AI flags uncertain cases for review itself. We log errors and use them to improve the instructions.

Does AI write well in Slovenian and other languages?

Yes. Modern language models write grammatically correct texts in Slovenian, English, German, Croatian and other languages, and we adapt the style to your sample messages and quotes. An employee still reviews the text before it goes out.

Where does our data go?

We use AI through the APIs of established providers, with a data processing agreement and no use of data for model training. We send AI only the data the task strictly requires and never share sensitive data. For special requirements, a local deployment is also possible.

Do we have to replace our existing systems?

No. We connect AI to the systems you already use – email, ERP, CRM or your online store. We check which connections are possible during the process review.

How long does implementation take?

It depends on the process and the systems that need to be connected. That is why we start with a pilot on one process – you get an estimate of the duration after the review, before any work begins.

How much does AI automation cost?

Costs consist of developing the solution and using the AI service, which is billed by usage. We estimate both in advance, based on the scope of your process.

Let's start with one process

Which task would you most like to hand over to AI?

Describe it to us. We will tell you whether it is suitable for automation, how a pilot would run and what data would be involved.