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AI and Automation

Put AI to work, safely.

Microsoft Copilot and smart workflows can take hours of busywork off your team. We get your data ready first, so AI only shows people what they are allowed to see.

Take the AI readiness quiz
Workflows running quietly
AI readiness quiz

Is your business ready for AI?

Six plain questions about your data and your team. Watch the circuit light up as you answer.

Question 1 of 6

Answer honestly. Partly is a fine answer.

AI readiness circuit0 of 6 fully lit
PermissionsLabelsShared drivesBusyworkTeamPolicy0%
1. Permissions2. Labels3. Shared drives4. Busywork5. Team6. Policy

Blue means ready. Amber means partly there. Red shows a gap to fix first.

Demo only. Nothing is sent or saved.

Get my free Microsoft 365 security check
What you get

AI that fits the way you already work.

Four services, one goal: less busywork without new risk.

AI readiness and data governance

We find who can see what, clean up overshared files and set rules for sensitive data, so AI only shows people what they should see.

Copilot readiness

Licenses, permissions, sensitivity labels and a short training, so Microsoft Copilot is useful from day one and safe from the start.

Power Automate workflows

Approvals, form intake, reminders and hand-offs run on their own inside the Microsoft 365 apps you already use.

Custom AI agents for your workflows

An assistant built around one of your processes. It works from your own documents, follows rules you approve and hands off to a person when needed.

How we work

Four steps to safe, useful AI.

The same four steps for every client, so you always know what happens next.

01

Free security check

30-minute review of your Microsoft 365. You keep the report.

02

Clear plan

What to fix first, in plain English.

03

Lock it down

We secure accounts, devices and email, then keep watch.

04

Stay ahead

Quarterly reviews and one number to call.

Questions

Plain answers.

The questions owners ask us most.

Is Microsoft Copilot safe for my business?

Copilot only shows people what they can already open. The risk is files that are shared too widely today. We tidy permissions and add sensitivity labels first, so Copilot respects the right boundaries.

What is data governance, in plain English?

Knowing where your files live, who can see them and how long you keep them. Good governance makes AI safer and makes files easier to find.

What is a sensitivity label?

A tag like Confidential that travels with a file. It can block sharing outside the company and tells AI tools to handle the file with care.

Are we too small to automate?

No. Simple flows like approvals and form intake help teams of any size. We start with the one task that eats the most hours.

What is a custom AI agent?

An assistant built for one job in your business, like answering common questions from your own documents or sorting incoming requests. It follows rules you approve and can hand off to a person.

Will AI replace my staff?

Our goal is to remove busywork, not people. Your team spends less time on copy and paste and more time on customers.

Related planComplete plan

Custom AI agents for your workflows are part of our Complete plan, along with vCIO planning and quarterly reviews, Azure server and network management, and backup with restore tests.

See all plans

Get your data ready for AI.

Start with a free Microsoft 365 security check. It shows who can see what, which is step one for Copilot.