AI Implementation Levels
Three ways AI works in a business
A team using Claude to brainstorm is doing something fundamentally different from a business with AI agents processing invoices. The implementation is different, the value is different, and the risks are different.
We help you move through each level — with the right setup, training, and controls at every stage.
Level 1
AI as a tool your team uses
Level 2
AI connected to your systems
Level 3
AI that acts on your behalf
What we deliver at each level
Each level builds on the one before it
Start where you are. Move up when you're ready. Everything from the previous level is included.
Where are you today?
Most businesses are at Level 1. Some are ready for Level 2. A few need Level 3. Each level is a genuinely different way AI operates — with different value and different risks.
Your team uses AI to get work done faster
People open Claude, ChatGPT, or Copilot, type prompts, and use the output in their work. Simple, immediate value — but without structure, everyone does it differently and nobody knows what’s working.
What we set up
We set up Claude Teams or Enterprise (or your preferred platform), build a prompt library, train the team, and give everyone a clear guide for what AI should and shouldn’t touch.
AI is plugged into your business systems
AI connects to Xero, Salesforce, Gmail, SharePoint — drafting emails from CRM context, generating reports from accounting data, extracting info from documents. A human reviews before anything goes out.
What we set up
We connect AI to your existing tools, configure approval workflows in Gmail/Outlook and your CRM, set up output validation, and build audit trails.
AI takes actions without waiting for approval
AI agents built on Claude or GPT-4 that triage customer enquiries, process invoices, generate strategic analysis from live Xero and CRM data, or monitor systems and take action.
What we set up
We build the agents, define boundaries in code, set up circuit breakers, real-time monitoring dashboards, and escalation to your team via Slack or email.
Tools & platforms
We work with the tools you already use
We don't add new platforms for the sake of it. We configure, connect, and build on top of the tools your team already knows.
AI Platforms
The AI tools your team will use day-to-day
Claude
Anthropic
ChatGPT
OpenAI
Copilot
Microsoft
Gemini
Integrations
The systems we connect AI to at Level 2 and 3
Xero
Accounting
Salesforce
CRM
HubSpot
CRM
Gmail / Outlook
Slack
Comms
SharePoint
Documents
Confluence
Knowledge
Notion
Workspace
Infrastructure
Where we deploy and host AI systems
AWS
Cloud
Azure
Cloud
Google Cloud
Cloud
Your team gets a clear guide for what AI should and shouldn't do
We build this for your specific business. An accounting firm's red list looks different from a construction company's. What starts as amber can move to green once the right workflows are in place.
Green
AI handles it, use the output directly
- Summarise meeting notes and recordings
- Draft internal emails and messages
- Generate report outlines from data
- Answer internal questions and research topics
- Create first drafts of documents and briefs
- Extract data from invoices, receipts, documents
Amber
AI drafts it, you review before it goes anywhere
- Client-facing emails and responses
- Proposals, quotes, and SOWs
- Financial summaries for external use
- Social media posts and marketing content
- Anything that leaves the business
Red
Humans only — AI doesn’t generate this
- Legal commitments and contracts
- Pricing decisions and discount approvals
- HR and personnel decisions
- Regulatory filings and compliance submissions
- Anything with potential legal liability
Level 2 in action
Same AI, different outcome
When AI is connected to your systems, the setup matters. Here's the difference between AI with and without proper workflows.
Hi Sarah, I'd be happy to confirm we can offer a 20% discount on your renewal and extend payment terms to 90 days. Looking forward to continuing our partnership...
Hi Sarah, thanks for reaching out about your renewal. I'd love to discuss options — let me check with the team on what we can offer and come back to you by Thursday...
At Level 2, AI drafts in your tone from real CRM context — but approval workflows mean nothing leaves without you signing off.
Our guardrails align with Australian Government AI guidance (AI6), NIST, and ISO 42001 — so if your auditors or regulators ask, you're covered.
December 2026: If your AI makes decisions that affect people, new rules apply
The amended Australian Privacy Act means you need to tell people when AI is involved in decisions about them, and give them a way to challenge those decisions. If you're using AI in workflows or running autonomous agents, this affects you. Our Level 2 and 3 guardrails get you ready.
Not sure which level fits?
Let's figure it out together
Book a free 30-minute call. We'll look at how you're using AI today, where the biggest opportunities are, and which level makes sense to start with.