Operations workflow

Multi-Site Risk Agent

Pull agreed signals from multiple systems and turn them into a reviewed risk and exception summary across every site.

Best for

Multi-site operators, dealer and garage groups, property teams, care providers, facilities businesses, compliance-heavy SMEs, and maintenance operations that need a clearer view of overdue actions, missing information, and operational risk.

Limits

Signals, thresholds, and escalation rules are agreed up front, and the output is only as good as the source data. The workflow is there to support operational judgement rather than stand in for professional, safety, care, legal, HR, financial, or regulated decisions.

Before

The manual workflow

Managers check spreadsheets, exports, inboxes, job systems, site notes, and dashboards to work out what has changed. The same risks are checked repeatedly, but problems can still sit unnoticed because the information is scattered across systems and sites.

After

The AI-assisted workflow

The system pulls agreed signals from approved sources, applies the same review rules each time, and flags exceptions, missing data, overdue actions, or risk indicators for human review. The output is a prioritised summary, not an automatic decision.

Reviewed output

What the human gets back.

Site-level exception summary; risk flags; missing data checks; overdue action list; suggested owner or next step; escalation notes for human review.

Human approval

AI can gather, compare, and flag. A person should agree the signals, review the exceptions, decide what matters, and approve any action taken from the output.

30-day pilot shape

Small enough to test. Clear enough to judge.

  1. Week 1: Define the sites, source systems, risk signals, and review rules
  2. Week 2: Pull a first set of agreed signals into an exception summary
  3. Week 3: Review false positives, missing signals, and escalation wording
  4. Week 4: Deliver the repeatable workflow, documentation, and next-step scale options

Start with one workflow

Want to test this shape against a real process?