AI in everyday work
Where does the work slow down?
Stratus Results helps small teams put AI into sales, marketing and knowledge workflows through Forward Deployed Engineering. Focused tools are in validation; infrastructure work is limited to needs assessment and partner scoping.
Example workflows for project discovery and scoping. Start with the business problem, then explore the delivery details.
01 / WORKFLOW DOMAIN
Sales
Your sales team keeps searching for the same information.
Product knowledge, proposal preparation, account research, lead qualification and CRM follow-up.
Explore the workflow, delivery and measurement
Problem & users
Salespeople repeatedly search product files, rebuild proposals and lose context between follow-ups.
Workflow & AI role
Approved product information → find relevant answers → AI-assisted response or proposal draft → salesperson review → customer relationship management (CRM) record → follow-up reminder. The same workflow can help research potential customers and assess whether an enquiry is a good fit.
Human decisions & access
A product owner verifies source material. Salespeople approve customer-facing facts, pricing and commitments. CRM permissions and external integrations require customer authorization.
Deliverables
An organised set of approved product sources, a way to search them and draft replies, and an authorised CRM connection or documented handoff. Review rules, test cases and operating instructions complete the scope.
Adoption & measurement
Ask a small group of salespeople to try representative customer questions. Compare preparation time, source accuracy, completion and actual use with the starting point recorded before the pilot. Revenue effects need separate measurement.
Ownership after handover
The customer owns product facts and access decisions. A named technical owner maintains integrations, retrieval quality and recovery instructions; ongoing support is separately scoped.
02 / WORKFLOW DOMAIN
Marketing
Content gets published. Follow-up gets lost.
Research, reviewed content, website publishing, enquiry routing and analysis.
Explore the workflow, delivery and measurement
Problem & users
Marketing teams produce disconnected assets, copy information between tools and struggle to connect content to lead handling.
Workflow & AI role
Research → reviewed content → website publication → enquiry received → customer record → follow-up → analysis. AI can organise research and drafts. Search engine optimisation (SEO) and generative engine optimisation (GEO) help structure website information for search engines and AI search; they do not replace enquiry handling.
Human decisions & access
A business approver checks facts, rights and public claims. Publishing, personal-data processing and customer follow-up remain within agreed permissions, with approval where required.
Deliverables
Content briefs with sources, a writing and approval process, agreed website or form changes, authorised CRM connections, a clear definition of each report measure and instructions for handling failures.
Adoption & measurement
Have the team take one example from content brief through to enquiry follow-up. Check completion, review time, omissions and follow-up consistency. A published page or a generated draft does not prove a received enquiry.
Ownership after handover
Content and lead owners maintain sources and follow-up rules. A named technical owner maintains connections and monitoring. Ongoing support specifies the work included and how often it is performed.
Read the SEO / GEO capability notes · AI search observation method
Discuss this workflow03 / WORKFLOW DOMAIN
Customer Service
Your support team answers the same questions again.
Approved answers, request classification, assisted replies and escalation.
Explore the workflow, delivery and measurement
Problem & users
Customer service staff repeatedly answer similar questions and spend time routing requests to the right person.
Workflow & AI role
Incoming request → identify the request type → find approved information → suggested response → staff review or referral → service record. Begin by assisting staff; consider automatic replies only after assessing the risks and approval rules.
Human decisions & access
Staff handle uncertain answers, exceptions, complaints and commitments. Define which knowledge each role can access and when to escalate. Customer data stays within the agreed processing boundary.
Deliverables
A list of approved sources and who can access them, request categories, an assistant or request-routing workflow, rules for referring issues to a person, tests for unknown answers and a user guide.
Adoption & measurement
Support staff test normal and ambiguous requests, including missing knowledge. Track response preparation time, routing accuracy, corrections, escalation quality and use. Do not trade answer quality for response speed.
Ownership after handover
A service owner keeps answers and escalation contacts current. A technical owner maintains connections, monitors failures and documents how to restore the previous version. Staff can still handle requests manually.
04 / WORKFLOW DOMAIN
Knowledge & Operations
Information is scattered. Reports are assembled by hand.
Internal knowledge search, document processing, meeting actions and recurring reports.
Explore the workflow, delivery and measurement
Problem & users
Operations teams search scattered documents, assemble recurring reports and turn meeting notes into tasks by hand.
Workflow & AI role
Authorised documents or meeting notes → AI-assisted search and extraction → draft report or action list → owner review → system update → completion record. The same reviewed process can help prepare reports for managers.
Human decisions & access
Document owners control access and accuracy. Managers confirm decisions, task owners and deadlines. AI-generated summaries are checked against their sources before they enter an operational record.
Deliverables
A document structure with clear access permissions, templates for source information and finished reports, agreed document or reporting automation, system connections, a test log and maintenance instructions.
Adoption & measurement
Run alongside the existing process before replacing it. Compare task completeness, correction rates, preparation time and user adoption against the starting point recorded before the pilot. Include missing documents and permission failures in tests.
Ownership after handover
Business owners maintain documents and reporting definitions. A named technical owner maintains permissions, connectors and monitoring, with a documented manual fallback.
Built for everyday use and a clear handover.
Each project defines data access, human review, employee onboarding and maintenance ownership. Record the starting point before a pilot, then review actual use and the agreed measures.
See the delivery process and responsibilities ↗