Company knowledge.
Useful information, organised around the work and kept current by clear owners.
AI Office setup
Bring your business knowledge, specialist AI assistants and working tools into a connected workspace, with clear responsibilities and human review.
Prepare tomorrow’s customer meeting. Inspect the context. Review the work.
The brief
Available to the assistant
One customer. The project behind it.
The details worth bringing to the meeting.
Alder & Co · Morgan Lee, Operations lead. A customer bringing project information into one shared workspace.
Fictional example source 1Prepare a short meeting brief from these four example sources, then review or refine it.
Choose the prepared brief above to begin.
Fictional Northline · Local example · Nothing is sent or connected to a live system.
The ingredients of a useful AI office
Bring together the information worth keeping, the tools you rely on and the people who make the decisions.
Useful information, organised around the work and kept current by clear owners.
Agreed connections to the systems your team already uses.
Clear responsibilities, reviewable work and a setup people can use.
A bespoke setup. Platforms and connections are chosen for your engagement.
What we put in place
Organise useful company information so assistants and people can find the right context. Establish source ownership, access and a practical process for keeping it current.
Connect agreed business systems where access and APIs support the workflow. Define which sources can be read and which actions require review or approval.
A question about the work
What happens
before we import
the records?
Review the sample.
Then agree the import.
The project notes say the sample records should be reviewed before importing. Jamie owns that open review task.
“Review the sample records before importing them.”Customer workspace · Project notes
The available records do not specify the import date or confirm that the review is complete.
A considered way to work
Agreed source material
The information
behind the update.
This example reads only these supplied records. It does not imply a live search.
Prepared project brief
What’s agreed.
What needs a decision.
The scope is approved.
The customer has agreed the workspace scope and requested a project handover.
Scope approvalThe sample still needs review.
Jamie owns the import-sample task. The supplied notes do not confirm that review is complete.
Open taskWho should join the handover, and what is needed to review the sample?
Define roles around real recurring work, with clear briefs, expected outputs and responsibilities. Each assistant has a job and a boundary.
Make briefs, assignments, outputs and progress visible. Help the team understand who owns the next step and what needs a decision.
Designed for your people
Show the relevant sources and the work being proposed. Agree permissions, review points and escalation routes before an assistant can affect business records or contact people.
A considered setup, documentation, training and handover. Agree who maintains the knowledge and how the workspace can be refined as the team learns to use it.
An effective AI office is more than a collection of chat windows. It needs useful information, clear roles and a way for the team to review and use the work.
We design the setup around your priorities and existing systems. Platform selection, access, model usage, delivery and optional ongoing support are agreed for the engagement.
A few useful answers
AI Office setup is a bespoke implementation service. We choose suitable platforms and connections for your requirements, then agree setup, training, running costs and any ongoing care. It is not a hosted LogicFox subscription product.
No mandatory bundle is prescribed. We assess your existing tools, access requirements, information and intended workflows before recommending a setup.
Each role has an agreed brief, sources, boundaries and review process. We define what it may read, prepare or change, and where a person must make the decision. The example on this page only prepares simulated work for review.
A business owner for the setup, people who understand the work and access to the relevant information. We agree the responsibilities for maintaining knowledge, reviewing outputs and adopting the workspace.
Start with a conversation
Tell us what your team is trying to do, what gets in the way and the tools you already use. We’ll help define a sensible first step.
Book a free consultationA free 30-minute conversation.
A defined first step
£150BlueprintA paid blueprint for one agreed priority.
Explore the BlueprintImplementation and ongoing costs are scoped separately.