Checkpoint 8 · Automation, applied to unstructured work

Put a model where the work is messy, and a person where it matters

Language models applied to the unstructured work — intake, triage, summarising, drafting, extraction — with a human reviewing anything a customer sees and a route back to a person when it fails.

  • A person reviews anything a customer sees
  • Every model call logged and reviewable
  • A fallback path for when it fails
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Deterministic automation handles work with a known shape: this field moves to that system, this trigger sends that reminder. A great deal of the work in a service business does not have a known shape. An enquiry arrives as three paragraphs of prose. A call produces twenty minutes of speech. A supplier sends a PDF laid out differently every quarter. That is the work language models are genuinely good at, and it is where this service applies them.

It applies them narrowly and on purpose. A model is a component with a failure mode — it produces a fluent answer whether or not it is a correct one — so the design question is never just "can it do this" but "what happens the day it is confidently wrong, and who notices". Anything a client sees passes a person first unless the cost of being wrong is genuinely trivial.

Ariadne builds these the way the rest of the system is built: the process is designed before anything is automated, every path reports success and failure, and a human route stays open. Where a deterministic script would be cheaper and more testable, that is what gets built instead, and the reasoning is written down.

Fit

Who this is for

A good fit

  • Enquiries arrive as free text or voicemail and someone reads every one to work out what it is.
  • The same information gets re-keyed from documents into a system, all week, by hand.
  • Calls and meetings produce notes that never make it into the CRM.
  • After-hours enquiries wait until morning, and some of them do not wait.
  • You have an audit or a ranked list already, and know which tasks are worth doing first.

Not a fit

  • The underlying process has never been written down. Design it first; a model will not fix it.
  • You want an autonomous agent making commitments to clients without review.
  • The output must be exact and repeatable every time, which is a deterministic problem.
  • You want a chatbot on the site that behaves as though it is a person.

Symptoms

You're in the right place if

  • Someone reads every inbound enquiry to decide what it is and who should handle it.
  • The first reply is largely the same paragraphs assembled differently each time.
  • Information is re-keyed out of PDFs, forms, or emails into your systems by hand.
  • Meetings and calls produce context that lives in someone’s notebook, not the CRM.
  • Nobody can answer a routine client question without finding the person who knows.
  • Missed calls after hours turn into lost work, and an answering service was too blunt an instrument.

Scope

What gets built

01

Intake classification and routing

Inbound free text read, categorised against your criteria, given a priority, and routed to the right person with the context attached. The classification is recorded next to the enquiry, so when it is wrong you can see that it was wrong and why.

02

Drafted first responses, reviewed by a person

A first reply prepared from the enquiry and your own material, waiting in a queue for someone to approve, edit, or discard. The gain is the blank page, not the send button. Approval rates are tracked, because a draft that always gets rewritten is not saving anything.

03

Document and form extraction

Structured fields pulled out of documents that arrive in an inconsistent layout, with a confidence signal and a review step for anything below the threshold. Extraction is checked against a set of your real documents before it goes live, not after.

04

Call and meeting capture

Summaries and next actions written back to the right record in the CRM, so context survives the conversation. Where recording touches confidential or health information, consent and retention are settled as part of the design rather than assumed.

05

Answers over your own material

Retrieval over your documented policies, prices, and past answers so replies are grounded in your material rather than in a model’s general impression of your industry. Answers cite the source document, which is what makes a wrong one findable.

06

Guardrails, logging, and evaluation

A test set of real examples with known-good outcomes, run before launch and again whenever the prompt or the model changes. Every call logged with its input, output, and cost. Alerting on failure and on spend. A documented fallback to a person on every path.

Process

How the work runs.

01

Pick the task on evidence

Frequency, time cost, error cost, and whether the output can tolerate being probabilistic. Tasks that fail that last test are sent back to deterministic automation or left alone.

02

Build the evaluation first

Twenty to fifty real examples from your business with the outcome you would have wanted. Without this there is no way to tell an improvement from a change, and no way to notice a regression.

03

Design the review point

What a person sees, when they see it, and what happens if they do nothing. The default is that customer-facing output is reviewed and unreviewed output stays internal.

04

Ship it observable

Logging, failure alerts, a spend ceiling, and a manual route that is tested rather than assumed. Then the evaluation runs again on live examples to see whether it held.

Outcomes

What changes, and what does not.

These are the kinds of change this work produces. No numbers appear here, because no client result has been measured and published yet. When one has, it will appear in Work with its baseline, method, and time window.

  • Unstructured enquiries arrive already categorised, prioritised, and routed
  • First responses start from a draft instead of a blank page, with a person still deciding
  • Information stops being re-keyed by hand out of documents
  • Context from calls reaches the CRM rather than a notebook
  • When the model is wrong you can see it, because the input, the output, and the reviewer are all recorded
  • Running cost is visible and capped rather than discovered on an invoice

Tooling

What this typically connects

Categories, not endorsements. Model choice follows the task, the data boundary, and cost — and where a deterministic rule is cheaper and more testable, it wins.

Where work arrives

  • Forms
  • Shared inboxes
  • Phone and voicemail
  • Web chat
  • Uploaded documents

Where it lands

  • CRM
  • Task systems
  • Document generation
  • Scheduling

Applied AI

  • Classification and routing
  • Summarisation
  • Extraction
  • Retrieval over your own documents
  • Draft generation

Controls

  • Evaluation sets
  • Human review queues
  • Call and cost logging
  • Failure alerts
  • Manual fallback

What this is not

  • It is not an autonomous agent left to act on your behalf. Anything a client sees is reviewed unless being wrong there costs nothing.
  • It is not a model pretending to be a member of staff. If a person is talking to software, the design says so.
  • It is not AI applied to a process nobody has designed. That order produces the wrong outcome faster and with fewer witnesses.
  • It is not a black box. You get the prompts, the evaluation set, the logs, the accounts, and the code, and another engineer can maintain all of it.
  • It is not a way to remove the professional judgement your clients are actually paying for.

The connected view

This sits inside the diagnostic path.

A growth system is only as strong as its weakest handoff. Fixing one checkpoint in isolation helps only if the adjacent checkpoints can carry the result.

See the whole system
Audit view / nine diagnostic checkpoints Every handoff visible
  1. 01DemandSearch + AI
  2. 02ConversionClear decision
  3. 03CaptureOne record
  4. 04RoutingRight person
  5. 05Follow-upNo forgetting
  6. 06SalesRepeatable
  7. 07MeasurementSource to sale
  8. 08AutomationHands off
  9. 09CompoundingEvidence

Checkpoint 9 feeds evidence back into checkpoint 1. That loop is the point.

Straight answers

Common questions.

If yours is more specific, put it in the audit form.

support@ariadne.fyi
How is this different from business automation?

Business automation handles work with a known shape — a field moves, a reminder fires, two systems stay in sync — and it is deterministic, testable, and cheaper to run. This service covers work with no fixed shape: prose, speech, and documents that arrive differently every time. Most projects need both, and the split between them is a design decision made per task rather than a preference.

What happens when the model gets it wrong?

It will, so the design assumes it. Customer-facing output is reviewed by a person before it goes out. Internal output carries a confidence signal and a review threshold. Every call is logged with its input and output so a wrong answer can be found and traced rather than argued about. And every automated path keeps a route back to a human that has actually been tested.

Can we keep client information out of a vendor’s systems?

Partly, and the honest answer is that it depends on the task and the tolerance. What can be decided is which information may leave your systems, what is redacted before it does, which vendor terms are acceptable, and what runs on infrastructure you control instead. Those are decisions that belong to you, written down before anything is built. Where a professional obligation or privacy law constrains the answer, that constraint sets the boundary rather than the technology.

Which model do you use?

Whichever fits the task, the data boundary, and the budget, and it is written down so it can be changed. Models are replaced far more often than the systems around them, so the evaluation set, the review points, and the logging are the durable parts. Being able to swap a model and re-run the evaluation is worth more than any current benchmark ranking.

What does it cost to run?

There is a usage cost per call and a labour cost for review, and both belong in the business case before the build. Usage is metered, capped, and alerted on, so a change in volume shows up as an alert rather than as a surprise invoice. Where review time would cost more than the work it replaces, the correct recommendation is not to build it.

Primary references

These first-party sources support the platform, policy, and regulatory statements on this page. Ariadne’s recommendations and planning heuristics are identified separately.

Your practical starting point

Start with the task, not the tool.

The audit ranks the repeated work by what it costs you and says which parts a model should handle, which parts a script should handle, and which parts should stay with a person.

Request a growth system audit