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Practical AI inside real workflows
AI Automation for Business Processes
Use AI to read, classify, and structure business information—then move the result through a controlled workflow your team can review and trust.
Optimion integrates AI with Power Automate, ERP, CRM, SharePoint, Outlook, and Teams. The goal is a dependable operating process, not a novelty chatbot.
- Documents
- Extraction
- Classification
- ERP
- CRM
- SharePoint
- Teams
- Approvals
Operational needs
AI processes we build
The work starts with the actual handoff, exception, or decision that is slowing the team down—not with a predetermined platform.
- Extracting structured data from incoming email and PDFs
- Matching document details to ERP or CRM records
- Contract analysis and renewal reminders
- Email-to-task and email-to-case processing
- Classification, routing, and exception handling
- Vendor follow-up and expected-date workflows
- Human review for low-confidence or sensitive decisions
- Structured AI output for downstream automation
Implementation approach
Built around the system of record and the people using it
- 1
Map the process
Define the exact fields, confidence thresholds, and review conditions
- 2
Design the system
Separate extraction from business-rule decisions and system updates
- 3
Build and validate
Use structured outputs that downstream systems can validate
- 4
Launch with ownership
Design exception queues, audit trails, and human approval points
- 5
Monitor and improve
Monitor prompts, mappings, and workflow failures after launch
Systems we work with
Experience integrating with your operating stack
- Power Automate
- Azure AI document technologies
- OpenAI structured extraction
- Business Central
- SharePoint
- Outlook
- Teams
- CRM systems
- REST APIs
Good fit
Who this service is for
- Teams manually reading repeatable business documents
- Operations that receive high volumes of structured or semi-structured email
- Processes where AI output must update ERP, CRM, or SharePoint
- Businesses that need practical AI without replacing their current stack
Frequently asked questions
Straight answers before we talk
Can AI process incoming emails and business documents?
Yes. A workflow can collect message text and attachments, extract defined fields, validate the result, route uncertain cases for review, and update the relevant ERP, CRM, SharePoint, or task system.
How do you keep AI automation reliable?
We constrain outputs to a defined schema, validate required fields, preserve source references, add confidence or exception rules, and keep a human approval step where an automated decision would create unacceptable risk.
Can AI work with Business Central or our CRM?
Yes. AI handles the unstructured input; APIs and workflow tools handle the controlled record lookup, matching, and update steps.
Can you work with the software we already use?
Yes. Optimion normally starts with the current stack, maps how information should move, and then uses native automation, APIs, middleware, or custom code to connect it. Replacing a platform is recommended only when the existing system cannot support the required process.
Start with the real process