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accepting_projects · lugano_ch

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Automation·1-8 weeks

Workflow Automation & AI Agents

Automations and AI-assisted agents for repeated work: inboxes, documents, approvals, alerts, data sync and review queues.

Timeline1-8 weeks
Stack
PythonOpenAI APILangChainn8n
01

About

Automation that does useful work

The strongest automations are not demos. They move data, check documents, draft replies, sync records, raise alerts, prepare reports and route exceptions so people stop repeating the same operational task every day.

Where agents fit

AI-assisted agents are useful when they operate inside a defined workflow: read from approved sources, write to known systems, ask for human approval when confidence is low, and leave logs that can be checked later.

02

Features

01

Automation opportunity map

Identify the repeated admin, document, approval, reporting and data-transfer steps worth automating.

02

AI agents with guardrails

Agents can read, draft, classify, search and trigger actions only where permissions, logs and review rules are clear.

03

Logged system actions

Connect ERP, CRM, files, email, forms, spreadsheets and APIs with retries, alerts and visible ownership.

04

Human review and fallback

Approvals, audit logs, rollback paths and exception queues prevent black-box automation from becoming operational risk.

03

Examples

Example 01

Quick Win

One bounded automation for a repetitive operational task, with process mapping, integration, monitoring, and a clear fallback path.

Process audit and failure-point map
One automated workflow
One system or API integration
Monitoring, alerting, and exception log
AI-assisted review step

Timeline: 1-4 weeks

Example 02

Automation Platform

A controlled multi-workflow automation layer with API orchestration, retries, logs, permissions, dashboards, and human review where needed.

Logged workflow orchestration
API and database integration layer
Error handling, retries, and fallback paths
Monitoring and management dashboard
Multi-workflow coordination

Timeline: 1-3 months

Example 03

Review-assisted Automation

Automation for document handling, classification, search, and review queues where AI is useful but every result remains permissioned, logged, and correctable.

Document extraction or classification
Controlled knowledge/search workflow
Human review queue and approval rules
Logging, monitoring, and quality checks
Production fallback and rollback plan

Timeline: 2-4 months

04

Selected Work

Ready to start?

Send the task, tools, data, approvals and outcome you need.