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AI and automation

Practical AI automation, and where it should stop

Most successful AI projects do something unglamorous: classify a document, summarise a thread, or extract fields from an email. The failures try to replace a decision that needs accountability.

26 October 20267 min readCodetoli Services

Good first tasks

Sorting inbound messages, extracting structured fields from documents, drafting replies for human review, and summarising long records. Each has a human check, a measurable accuracy target and a clear fallback.

Keep deterministic code for the rules

Tax calculations, eligibility rules, access control and money movement should be deterministic. A model that is usually right is not a control; it is a risk with a confidence score.

Design the review loop first

If a human cannot review and correct the output in less time than doing the task, automation has not helped. Build the review interface before scaling the model.

Common questions

Do we need our own model?
Rarely. A hosted model with good prompting and retrieval handles most business tasks, and avoids the cost and skill required to train and operate one.
How do we measure success?
Accuracy against a labelled sample, time saved per task, and the share of outputs accepted without edit. Track all three before and after.

Next step

If this question is live in your business right now, describe the situation and you will get a written view on the options, including whether you should build at all.

Discuss your project

Next step

Tell us what you are trying to fix.

A short conversation is usually enough to know whether we are the right fit. If we are not, we will say so.

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