Resources
Understand AI.
Start with purpose.
Practical guidance on AI and automation: find the right workflows, write a clear brief, and check results.
Start with a recurring task.
A good first project has a clear starting point, a result you can check and someone who can assess its quality.
A useful starting point
The task comes up regularly. The information it needs is accessible. You can show concrete examples of a useful result. Someone is responsible for reviewing exceptions.
Clarify these points first
No one owns the result, the workflow keeps changing or key information is missing. Start by clarifying responsibilities and how the work should be done.
Example: After a client meeting, notes should become a list of open items with owners and dates. The first test ends with a reviewed list. Automatic CRM updates would be a separate next step.
What kind of support fits the task?
For project planning, we distinguish three building blocks. A useful workflow may combine more than one.
Automation
For fixed rules and recurring steps.
Example: An approved enquiry is routed to the person responsible.
AI assistance
For working with text, summaries or drafts. The result needs review by someone who knows the subject.
Example: Meeting notes become a draft list of next steps.
AI agent
For several steps where the system chooses its next action and tools within agreed limits.
Example: Gather information, flag gaps and prepare a proposal. Access rights, stopping conditions and approvals belong in the brief.
A clear brief needs no technical jargon.
Copy these six questions into your notes. One concrete workflow is enough to get started.
Task
Which recurring task should become easier?
Trigger
When does it begin and when is it complete?
Information
Which emails, documents or systems does it need?
Result
What should the output look like? Include an example if you can.
Review
Who checks the result and which mistakes would matter most?
Success
How will you recognise an improvement over the current process?
A short description is enough for an initial enquiry. You do not need to share confidential documents.
Look beyond speed.
Record the effort involved today and test the new workflow with typical cases and exceptions. Agree in advance on what counts as a good result.
Quality
Are the findings correct, complete and traceable to the source information?
Total effort
How much time does the workflow take, including preparation, review and corrections?
Exceptions
What happens when information is missing, sources disagree or a system fails?
Ongoing operation
Who maintains the workflow, what are the running costs and how can work continue manually if something goes wrong?
Before use, also clarify which data may be processed, who gets access and which steps require approval.
Guides and product resources
Go deeper on individual topics. For an overview of the app, see the software page.
Guides for client work
How to prepare for a client meeting
A checklist and template for your next meeting with an existing client.
Prepare for meetings in Outlook without Copilot
A guide to preparing for meetings with Outlook.
Organize client emails in Outlook
A guide to making client correspondence easier to find.
Client follow-up email templates
Templates for following up after a consulting meeting.
A practical guide to recording responsibilities and commitments.
Stay in touch with past clients
A guide to maintaining client relationships after an engagement.
Outlook guides for client work
Outlook follow-up reminder if no reply
Three ways to get reminded when a client doesn't reply, and where each one stops.
Find all emails from a client in Outlook
Search syntax, search folders, rules and flows that keep one client together.
AI meeting preparation in Outlook
What Copilot summarizes reliably, what it misses and how to check sources.
Outlook folders vs. categories for clients
How to choose a sorting system and automate it with rules and flows.
AI guides for consultancies
Write a proposal from meeting notes
A routine for a reviewed proposal draft in about 30 minutes.
Can our team put client data into ChatGPT?
Personal accounts, business plans and a one-page AI policy.
Copilot, ChatGPT Business or a fixed AI workflow
What each tool does and when a fixed workflow fits better.
Understanding AI consulting
AI consulting: from idea to live workflow
Two ways to start and what gets settled before we build.
How much does AI consulting cost?
Cost blocks, pricing models, and how to compare proposals.
How to choose an AI consultant
Eight questions, red flags, and what to ask on the first call.
How to find AI use cases in your business
List recurring tasks, score them, and pick a first workflow.
AI workflows, step by step
Automate invoice processing with AI
Five steps from incoming invoice to approval, with a person signing off.
Automate customer inquiry replies
AI drafts the reply, and a person approves it in one click.
Unused Copilot licenses: what to do now
Measure usage, find the causes, and make Copilot part of everyday work.
Choose by starting point: licensing, data location, and AI features.
Extract data from PDFs with AI
Capture packing slips, orders, and forms, check them, and pass them on.
Dynamics 365 and Business Central
Release Wave 2 2026: what the fall update means
Dates, room to maneuver, and assessing updates without release plans.
Which version ends when and how to justify running it a while longer.
Replacing Dynamics AX: upgrade or rebuild?
Six criteria for the decision and where AI shortens the groundwork.
From Dynamics NAV to Business Central
Upgrade path, three ways to handle legacy data, and proving the move worked.
Business Central vs. Finance & Supply Chain
Compared by manufacturing, warehouse, quality, organization and AI agents.
Work with the aenuma app
Assign relevant emails and meetings to a client project.
Bring together agreements, open questions and sources.
Keep track of commitments, responsibilities and next steps.
A checklist and product guide for handing over a client project.
Preparation for first meetings and presentations in a supported pilot.
App background
Information about data use and access in the app.
An overview of different approaches to client work.
Where could AI help you?
Bring an idea, or a task that eats up too much time today. Together, we'll figure out a good first step.