Custom AI agents & business dashboards
Bring information, tasks, and approvals together in one place. Build agents that coordinate defined workflows, with clear permissions and people in control of sensitive actions.
AI & Automation
Practical AI.
Built around
your business.
Less repetitive work. Easier access to information. More time for the people you serve.
We help your team put AI and automation to work across the systems you use, with security, clear oversight, and practical IT support.
Microsoft-certified staffPractical expertise for your business
Microsoft PartnerFlexible solutions across your technology environment
How we help
Make AI useful in the work you already do.
Start with a real business need. We help prepare your systems, choose the right approach, and give your team the confidence to use it.
Document & knowledge search
Help staff find answers in approved documents and business systems. Connect useful sources, respect access permissions, and make information easier to verify.
Workflow automation
Connect intake, email, scheduling, approvals, and business applications. Combine straightforward rules with AI where interpretation helps, using tools that fit your environment.
Microsoft 365 Copilot setup
Review readiness and licensing, prepare your environment, configure the right tools, and guide a pilot built around the work your employees already do.
Staff training & adoption
Teach useful prompting, source checking, safe data handling, and everyday workflows. Help employees use the tools confidently and recognize when to ask for help.
Readiness, governance & support
Review security, data access, and acceptable use. Set clear ownership and approval steps, then offer ongoing support and improvements as your needs change.
Custom AI agents & business dashboards
One place to see the work. A smarter way to move it forward.
Connect business information with agents that help find answers, prepare next steps, and coordinate work across your applications. A dashboard gives your team a clear view of what needs attention and what is ready for review.
Illustrative use cases, tailored to your systems, permissions, and business needs.
Put everyday information to work
- Find customer, project, or operational information across approved sources.
- Summarize activity and surface items that need attention.
- Prepare follow-ups, route requests, and coordinate scheduling.
- Review proposed actions and track workflow status in a business dashboard.
Built around how your team operates
Our hands-on work connecting communication, business lookup, availability, and appointment workflows informs how we design these solutions. The approach can be adapted across industries and departments.
For each pilot, we agree on practical measures such as lookup time, manual handoffs, and staff adoption, then evaluate the results.
A clear place to start
TWRU AI Readiness Assessment
Find out where AI makes sense for your organization and what needs to be in place first.
We review your business systems, data access, security, workflows, and employee readiness. Together, we choose a manageable first project and define what success looks like.
Discuss an AI Readiness AssessmentWe’ll confirm scope, licensing needs, and costs before work begins.
A practical plan you can act on
- Readiness findings and priority improvements
- Permissions and data access review across relevant systems
- A shortlist of useful AI and automation opportunities
- A recommended pilot with users and success measures
- Governance and staff training recommendations
- An implementation roadmap and licensing considerations
Flexible technology. Practical delivery.
The right fit for your systems and your team.
We work across AI platforms and business applications, selecting tools around your goals, existing systems, security requirements, and budget. Our Microsoft expertise is part of that flexibility.
AI projects are available whether or not TWRU manages your IT. Start with a standalone project, with ongoing support available separately. We can coordinate with your internal IT team or current provider.
From first idea to everyday use
Start small. Prove value. Build from there.
Discover
Identify repetitive work and agree on a useful, measurable outcome.
Prepare
Review data, access, licensing, and the rules for using AI responsibly.
Pilot & train
Test with a small group, review outputs, and teach the workflow in context.
Review & improve
Measure results, resolve issues, and expand where the evidence supports it.
Your industry. Your workflows.
Practical support for the teams we serve.
From client intake at a CPA firm to policy lookup in a medical practice, useful AI starts with understanding the work and the information it touches.
Explore ideas for CPA firms, healthcare, dental practices, law firms, and non-profits.
Common questions
Clear answers before you start.
Do we need Microsoft 365 Copilot licenses?
It depends on the use case and the tools selected. We review your current subscriptions and any additional licensing or usage costs before recommending a pilot.
How do you approach sensitive business information?
We begin with approved data sources, permissions, and data handling requirements. Controls are configured for the chosen tools and environment. Staff learn what information they can use and when human review is required.
Will AI take actions without our approval?
We define each workflow’s permissions and approval steps with you. Sensitive actions should require an authorized person to review them, with clear ownership and a way to stop the workflow.
Does every workflow need AI?
No. Many repetitive tasks work well with forms, rules, and straightforward automation. AI can help where language, summaries, or unstructured information are involved. We choose the approach that fits the task.
How will we know it is working?
We establish a baseline and agree on practical measures before the pilot. These may include time to find information, manual steps, accuracy checks, and staff adoption. Your results determine the next step.
Let’s find your first useful workflow