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Operational AI Packages

Hand your repetitive work to AI modules

Not customer-facing chatbots — internal operational modules. Request triage, document intelligence and an internal knowledge assistant. All three run on your infrastructure, with your data, in your brand voice. 4-6 weeks to ship.

65%
Less repetitive work
4-6 w
Per-module rollout
+12 h
Weekly time recovered per employee
24/7
Modules never sleep

Modules

Three modules, three different workloads

Each module is independent — you can deploy just one. Pick more than one and they share infrastructure (vector DB, audit log, dashboard); each additional module gets faster to set up.

Module 01

AI Request Router

An AI triage engine that classifies every inbox message, support ticket or contact-form submission and routes it to the right team.

Problem

Your central 'info@', 'support@' or CRM inbox receives hundreds of requests a day. An agent has to open, read and categorise each one. About 70% of this work is repetitive evaluation — one of the very first jobs an AI can take over.

Solution

Each incoming message is sent to an LLM and turned into a structured decision: predefined category + priority score + routing target. Output JSON flows through n8n to your CRM, Slack or Jira.

Capabilities

  • Multi-level category tree (Department → Topic → Sub-topic)
  • 0-100 priority scoring + 'urgency' trigger flag
  • Dynamic rule engine: '3+ requests in 24h from same customer = VIP'
  • One-click integration APIs for CRM / Helpdesk / Slack
  • 'Needs review' queue + human approval for unknown topics
  • Monthly distribution report: which categories are growing or shrinking?
Claude Haikun8nOpenAISlackJira / HubSpot

Workflow

Gmail / Webhook
Claude Haiku (classify)
IF (urgent?)
CRM / Slack / Jira

Expected outcomes

  • First-response time drops from 4 hours to 20 minutes
  • Mis-routed requests drop from 30% to 5%
  • About $120/month in LLM cost replaces a full-time triage seat

Example sector uses

E-commerce

Customer email → returns / shipping / product / complaint split + priority (high cart value = high priority) → routed to the right team.

B2B SaaS

Support ticket → technical / billing / feature request / bug split → assigned directly to the right engineering squad in Jira.

Clinic / Healthcare

WhatsApp / contact form → appointment / pre-screen / results category → routed to the assistant or clinician.

Kickstart with Claude Code

Tell Claude Code: 'You are a developer building an enterprise triage engine. Create /src/triage/classifyTicket.ts. Input: { subject, body, sender_email, customer_tier? }. Output Zod-typed: { category: enum, sub_category: string, priority: 0-100, suggested_assignee, reasoning, requires_human: boolean }. Load the category tree from /config/taxonomy.json. Will be wired into n8n via webhook.'

Full Claude Code build guide

Module 02

Document Intelligence Engine

Reads PDF reports, meeting transcripts, contracts and email threads and produces a summary, the critical action items and a follow-up list.

Problem

Executives end up reading 12 PDF reports over the weekend. An 80-page sector analysis carries 3 pages of real value; finding which 3 is itself work. Meeting transcripts get saved and forgotten — action items never land on anyone's calendar.

Solution

On upload a document is chunked and sent to an LLM; out comes a structured payload: summary + all action items + owners + dates + risk flags. Action items are auto-created in Asana/Notion/Linear and the owner is notified.

Capabilities

  • PDF, DOCX, email thread and meeting transcript support
  • Automatic action extraction: 'who, will do what, by when'
  • Executive summary (3 paragraphs + 5 key messages)
  • Smart matching of dates, people and company names
  • Risk / warning flags: 'contract expiring', 'delay risk'
  • Auto-task creation in Asana / Notion / Linear / Trello
Claude SonnetOpenAIn8nAsanaNotionLinear

Workflow

Drive / Email Trigger
PDF Loader
Claude Sonnet (extract)
Asana / Notion API
Slack summary

Expected outcomes

  • 80-page report → 3-minute summary + 12 action items
  • Executive 'paperwork' time drops from 8 hours/week to 90 minutes
  • Meeting action follow-through rate goes from 35% to 85%

Example sector uses

Law Firm

Client contract → risk analysis, list of critical clauses, negotiation notes + summary brief for the client.

Finance / Investing

Quarterly report / sector analysis → 1-page executive summary + metrics to watch + recommendations.

Consulting

Client meeting recording → action list + auto-task in Asana + 24-hour summary email to the client.

Kickstart with Claude Code

Tell Claude Code: 'Design an n8n workflow triggered by PDF upload. /src/intel/extractActions.ts: load the full text, call the Anthropic Messages API with structured output. Schema: { summary: string (3 paragraphs), key_points: string[5], action_items: [{owner, action, deadline, priority}], risks: string[], mentioned_people, mentioned_companies, mentioned_dates }. Then create an Asana task for each action_item.'

Full Claude Code build guide

Module 03

Internal Knowledge Assistant

Gives employees cited, second-by-second answers to questions like 'how does leave work in HR?', 'what's product X's API rate limit?', 'who approves this procedure?' — an internal RAG bot.

Problem

A new hire spends their first week asking 'who should I ask about this?' A seasoned employee asks a teammate on Slack 'what was the procedure again?' six times a day. All the knowledge exists, but it's scattered across 14 places (Notion + Drive + Confluence + SharePoint + an old wiki + email). You have a wiki — nobody can search it.

Solution

An ingestion pipeline indexes all sources (Drive, Notion, Confluence, SharePoint, Postgres tables) into a vector DB daily, plus a Slack / Teams bot that answers questions with citations. Every question is logged — knowledge gaps become visible.

Capabilities

  • RAG-grounded answers with citations (doc link on every reply)
  • Role-based access: 'finance docs only for the finance team'
  • Multi-source ingestion (14+ adapters)
  • Slack / Microsoft Teams bot — zero install for users
  • Monthly 'unanswered questions' report = your documentation gap
  • On low confidence falls back to 'I don't have that in my docs'
Claude SonnetPinecone / SupabaseCohere EmbeddingsSlackn8n

Workflow

Slack /ask
AI Agent
Pinecone Retrieve (top_k=5)
Permission check
Slack Reply (with sources)

Expected outcomes

  • New-hire onboarding drops from 3 weeks to 1 week
  • Seniors' 'answering questions' load drops by 70%
  • Thousands of monthly questions answered instantly — no queue

Example sector uses

Technology / Software

Engineers ask API docs, ADRs, runbooks. Slack /ask command answers with source links.

HR / Operations

Leave policy, business-travel procedure, payroll dates, insurance coverage — employees get instant answers.

Customer Support Teams

Agents query product knowledge / FAQs from the bot, give the right answer to the customer. Training time halves.

Kickstart with Claude Code

Tell Claude Code: 'Build /src/rag/ingest.ts + /src/agents/internalAssistant.ts. Ingestion fires daily on cron + via file-change webhooks (Drive/Notion). Each chunk carries metadata: { source, url, permission_level: hr|finance|engineering|public }. Slack bot: /ask captures the question → filter chunks by the user's Slack group memberships → retrieve top_k=5 → Claude Sonnet answers with sources + confidence. If confidence < 0.7 reply "I don't have that in my docs — ask HR."'

Full Claude Code build guide

Sector picks

Which module fits your sector?

Don't deploy all three at once — start with what fits. First module ships in 4-6 weeks; the second adds 2-3 weeks.

E-commerce
1. Request Router + 2. Document Intelligence (for sales analyses)
B2B SaaS / Technology
1. Request Router + 3. Knowledge Assistant (developer Q&A)
Law Firm
2. Document Intelligence (contract analysis) + 3. Knowledge Assistant (statute archive)
Finance / Investing
2. Document Intelligence (reports) + 1. Request Router (client requests)
Healthcare / Clinic
1. Request Router (appointment / pre-screen) + 3. Knowledge Assistant (procedure docs)
Manufacturing / Industry
3. Knowledge Assistant (runbooks / quality docs) + 2. Document Intelligence (audit reports)

Rollout plan

4-6 weeks per module, modular rollout

A single module ships in 4-6 weeks. Adding a second module takes 2-3 more. All three: 8-12 weeks. Weekly progress reports and a live demo throughout.

1

Discovery & scope (Week 1)

Map current workflows, decide which module fits which process, list source data and access permissions. Output: a one-page 'rollout contract.'

2

Knowledge base + ingestion (Week 2)

Move docs into the vector DB, define the category taxonomy, prepare the first eval set.

3

Module build + integration (Weeks 3-4)

Build the chosen modules with Claude Code, set up the n8n workflows, integrate with Slack/CRM/Asana.

4

Beta + refinement (Week 5)

Run with a pilot team, collect 'don't know' reports and miscategorisations, iterate the prompts 2-3 times.

5

Launch + enablement (Week 6)

Open to the whole team, training, monitoring dashboard, sustainable weekly improvement rhythm.

Frequently asked questions

Are these modules a ready-made SaaS or a system that needs to be built?

Not a SaaS — they are modules built on your infrastructure with your data. The upside: data stays with you, voice and behaviour are tuned to your brand, fixed build cost + low ongoing cost replace a monthly subscription. Per-module build: 4-6 weeks; all three: 8-12 weeks. SaaS starts fast but becomes expensive and inflexible by month 6.

What does it cost monthly?

Fixed: 1 VPS (~$10-25/month), Postgres, vector DB. Variable: scales with LLM call volume — mid-size company runs ~$150-400/month (mix of Claude Sonnet + Haiku, OpenAI embeddings). Total ~$160-450/month. In exchange you recover 2-3 full-time staff hours/day.

Is our data safe? Does it go to OpenAI/Anthropic?

Two options. (1) Enterprise plans (Claude Enterprise, OpenAI Team): your data is NOT used for training — contractual guarantee. Enough for most enterprises. (2) For full data sovereignty run a local LLM via Ollama (Llama 3.3, Qwen) — data never leaves your server, with a slight performance trade-off and 1-2x cost. Pick based on sector/regulatory needs.

Will it replace our employees?

No — it removes the repetitive load, not the people. After the triage module a support rep stops opening 200 emails per day and focuses on 30 complex cases. Document intelligence shortens the executive reading load and frees time for decisions. The knowledge assistant ends the 'who do I ask?' stress for new hires. All three are 'human + AI,' not 'AI replaces human.'

Which module should we start with?

For most companies: start with Module 3 (Knowledge Assistant) — low risk, employees feel direct value, great internal marketing. Then Module 1 (Request Router) — operational data becomes visible fast. Last is Module 2 (Document Intelligence) — needs deeper integration (Asana/Notion task automation). Sector-specific exceptions exist; we map this on a free discovery call.

Where do customer-facing assistants (WhatsApp / web chat) live?

Not here — this page covers internal operational modules (backoffice AI). Customer-facing assistants have a different architecture and different compliance needs. Separate guide: Build an AI Customer Assistant.

Plan your operational AI modules

Start with a 30-minute discovery call; we map the modules to your processes. Pair this with the n8n learning path and the Claude Code hub to grow your team's technical capacity at the same time.

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