AI & Workflow Automation
I automate recurring document, research and data-transfer tasks. For teams that want to connect their systems with suitable integrations, AI and clearly defined approvals.
Discuss your automationStefan Pilz · Start with a limited pilot · 100% remote
SERVICE OVERVIEW
AI and workflow automation connects recurring tasks into a process you can understand and review. SP Webconsulting supports the analysis, technical implementation and testing of these processes. I use AI where it usefully supports a specific step; fixed rules, integrations and human approvals remain important parts of the workflow.
This service is for companies that regularly research information, sort documents, compile reports or transfer data between applications. The starting point is a specific task. An automated process should be understandable and have a defined way of handling incomplete data, exceptions and errors.
SERVICE SCOPE
I examine how documents arrive, which information is needed and where the results should go. This can lead to a workflow for preliminary sorting, extraction or classification. We define which results can be accepted automatically and when a person needs to review them. Confidential content and access permissions are considered from the outset.
Recurring research can be combined with summaries, notifications or report preparation. Content and marketing workflows can produce drafts for review. Sources, factual accuracy and publication need suitable checks. Automatic publication is not an implicit part of such a workflow.
Not every task needs a language model. Data transfer, scheduling and checking fixed conditions can be handled through rules. AI may be useful for processing less structured content. I connect these steps through suitable interfaces and account for logging, retries and failed operations.
POSSIBLE USE CASES
Example workflow
From a document to checked information.One possible document workflow. Rules, data handling and human approvals are defined for the specific use case.
The following examples describe possible assignments, not documented client projects.
A workflow picks up new documents, suggests a category and sends unclear cases for review. Results enter the next processing stage only after the required checks.
A service provider regularly needs information on defined topics. The workflow collects sources and prepares an overview, which a responsible person checks for relevance and reliability.
Existing product data is used to prepare a text draft or structured output. Missing information is flagged; the company checks and approves the content before publication.
DELIVERABLES & SCOPE
We agree the deliverables before starting. Depending on the scope, these may include:
AI outputs can be incorrect or incomplete. Decisions with significant consequences require suitable controls. Without useful sample data, clear ownership or reliable system access, automation can create more work than it saves. An assessment may therefore recommend simplifying the process first or using a purely rule-based solution.
Describe a recurring task, how often it occurs and which applications it involves. We agree suitable test data for a pilot. Please do not send confidential documents or credentials through the contact form. Scope and cost depend on factors including data quality, interfaces, approvals and the intended operating setup.
WORKING TOGETHER
We select a recurring process and describe what a useful result looks like. We record the current effort and common exceptions.
I review interfaces and possible tools. Local models and external services are assessed against the requirements, data and operational effort.
We check the pilot with representative inputs. We examine incorrect classifications, missing information and interruptions as well as successful results.
After reviewing the results, you decide whether to use the workflow. Responsibilities, approvals and incident handling are defined before it is introduced.
RELEVANT EXPERIENCE
I use and test these tools myself. That experience informs my consulting and implementation work. For your business, we assess suitability against your actual tasks and data.
My own application · Document management
In my Paperless-ngx setup, I test AI-assisted classification and examine which assignments need correction. Reviewing the results is part of the workflow.
My own setup · Research and notifications
I use Hermes Agent to explore scheduled research and Telegram notifications, including source quality and failed workflows. These are personal projects, not claims of savings achieved for clients.
QUESTIONS & ANSWERS
No. Local models are one option. We assess whether the hardware, output quality and effort are suitable before implementation.
Recurring processes with identifiable inputs and verifiable results are good candidates: for example, sorting documents, compiling information or transferring data between systems. Frequently changing exceptions and unclear responsibilities should be addressed first. Where rules are fixed, conventional automation without AI may be sufficient.
We define validation rules and approval steps that fit the process. Unclear results can be returned for manual handling; actions with significant consequences should require explicit approval. Representative test cases show how the workflow handles errors. This cannot guarantee error-free results.
That depends on their interfaces and export capabilities. I first review the available APIs, file formats and access permissions. If there is no reliable way to transfer data, we compare alternatives and their maintenance requirements before commissioning an integration.
We choose a limited pilot process and define how its results will be assessed. Testing uses agreed data and initially avoids uncontrolled changes to production workflows. You decide on further use after reviewing quality, error handling and running costs.
NEXT STEP
Describe a specific workflow, the applications involved and the result you need. We will assess which steps can usefully be automated.
Your enquiry goes directly to me, Stefan Pilz. We agree the scope and costs before you commission any work.
I read your enquiry and get back to you. Together, we clarify your goals, constraints and open questions.
Depending on the project, we start with a specific implementation or an analysis agreed in advance.
You know which services and deliverables are included. We agree on scope, effort and costs before you commission the work.