STEP-BY-STEP GUIDE
How to implement AI in a business without starting with the tool
Start with the process, then data and integrations, and only then choose the specific technology.
Choose a workflow you can describe and measure
A good first project has enough volume, relatively clear rules and a concrete metric such as response time, admin hours, lead conversion, booking handling or issue resolution.
1. Inventory repetitive work
Track enquiries, messages, booking changes, lead follow-up, CRM updates, emails, documents and incidents for a week or two. Measure frequency and time.
2. Prioritise impact and feasibility
A high-volume process with many exceptions may be a poor pilot. Start where rules are clearer, risk is lower and success is easy to measure.
3. Review systems and data
CRM, PMS, calendars, email, WhatsApp, telephony, forms and databases need safe ways to exchange information.
4. Design human intervention
Define what the system can handle, when it should ask for more information and when a person takes over with context.
5. Pilot and measure
Compare before and after: first-response time, hours saved, errors, handovers, bookings, leads handled or issues resolved.
FROM GUIDE TO IMPLEMENTATION
Would you like FoliogenIA to assess your case?
Their project form collects goals, systems, volume and priorities so the team can understand the scope before proposing a solution.