A practical online clinic for SME leaders who want to identify where an AI agent can remove repeated work without losing control of customer data, approvals or business decisions.
This session is designed as a working discussion, not a general AI presentation. Participants will leave with a clearer first use case and the questions needed to scope a controlled pilot.
Who should register interest
- Business owners and general managers evaluating AI investment
- Operations leaders with repeated manual workflows
- Finance, sales, HR and project leaders who own process outcomes
- Lean IT teams responsible for data access, integration and governance
What the session will cover
- The difference between an AI agent, a chatbot and fixed automation
- How to identify a workflow with enough value and repetition
- The data, permissions and human review points to define
- How to set a baseline and measure useful change
- When to stop, redesign or expand a pilot
Bring one workflow
Come prepared with one task that slows the team down. Useful examples include handling repeated sales enquiries, processing documents, organising finance email, preparing recurring reports or finding approved internal procedures.
You do not need a finished technology specification. The session begins with the business process and the people responsible for it.
Format
The clinic will be delivered online in English. The date and platform will be confirmed with registered participants. Registering interest does not create a paid commitment.
Before the session, you may also read How to choose your first AI agent workflow and browse the 13 FreedomX agent solutions.