Agentic AI Solutions
AI agents that coordinate multiple steps and tools within agreed permissions.
You receive: A scoped agent, its permissions, approval rules, evaluation results and audit log.
More about Agentic AI SolutionsAI & Automation
Reduce repetitive work and help teams find answers and complete tasks.
We design automation and AI that work inside your existing systems, with clear permissions and a person in charge of every consequential decision.
AI & Automation services
AI Workflow Automation
Defined workflows that run automatically, with AI handling documents, classification and drafting.
You receive: A running workflow, exception handling and documentation your team can maintain.
More about AI Workflow AutomationData Agents & Conversational Analytics
Ask questions about business performance in plain English and get answers from approved data.
You receive: A data agent on your semantic model, with permissions and answer checks.
More about Data Agents & Conversational AnalyticsKnowledge Assistants
Assistants that answer questions from approved documents such as policies, procedures and product information, with sources shown.
You receive: An assistant connected to an approved document set, with source citations and access rules.
Discuss Knowledge AssistantsCRM & Business Application Integration
Connect CRM, ERP, finance and collaboration tools so data and tasks move without re-keying.
You receive: Integrations, error handling and monitoring.
Discuss CRM & Business Application IntegrationAI Readiness, Evaluation & Governance
Decide where AI is worth using, test it properly, and set rules for safe use.
You receive: Use-case assessment, evaluation results, risk register and usage guidelines.
Discuss AI Readiness, Evaluation & GovernanceAutomation, agents, data agents and knowledge assistants
Each solves a different problem. Wherever an example involves a consequential business action, a person approves it.
| Type | What it does | Example | Where people decide |
|---|---|---|---|
| AI Workflow AutomationExecutes defined workflows | Runs the same steps every time, with AI handling reading, classifying or drafting. | Supplier invoices are read, checked against rules and drafted in the finance system. | A person reviews exceptions and anything that fails a rule. |
| Agentic AICoordinates steps and tools | Plans several steps toward a goal and uses approved tools within agreed permissions. | An agent researches an inbound lead, drafts a CRM record and a reply, then asks for approval. | A person approves before records are created or messages are sent. |
| Data AgentsAnswer questions from data | Turns plain-English questions into queries on approved business data and shows how it got the answer. | “Which regions missed target last month?” answered from your Power BI semantic model. | Answers inform decisions; people make them. Read-only access. |
| Knowledge AssistantsAnswer questions from documents | Finds answers in approved documents and links to the source. | Staff ask about a policy or procedure and get the answer with the page it came from. | People check the cited source for anything important. |
Ways to start
Every AI & Automation engagement can start as an assessment, a focused project or ongoing support.
Assessment & Roadmap
For when you know there is a problem but not yet the right solution.
- Interviews and system review
- Prioritized opportunities with effort and risk
- Recommended architecture or approach
- A phased roadmap you can act on with or without us
Focused Implementation Project
For a defined outcome: a dashboard, a pipeline, an agent, a website.
- Agreed scope and success measures
- Milestone reviews with working results
- Testing and validation with your team
- Documentation, training and handover
Ongoing Support & Optimization
For keeping what we built reliable and improving it over time.
- Monitoring and issue resolution
- Response times set out in your service-level agreement (SLA)
- Regular improvement backlog
- Periodic performance reviews
We price each engagement after the discovery call, based on agreed scope. Software licenses, cloud consumption and advertising spend are billed by those providers directly and are separate from our fees.
Technologies We Work With
We recommend tools based on your existing systems, skills and licensing.
Data platforms
Microsoft Fabric, Azure Data Factory, Azure Synapse Analytics, Azure SQL, Databricks, Snowflake
Analytics and BI
Power BI, semantic models, DAX, Power Query, Excel
AI and automation
Azure OpenAI, Azure AI Foundry, Azure AI Search, Power Automate, Copilot Studio, Python
Applications and CRM
Dynamics 365, Salesforce, HubSpot, Microsoft 365, SharePoint, APIs and webhooks
Web and marketing
Modern web frameworks, Google Analytics 4, Google Ads, LinkedIn Ads, Search Console
Engineering practice
Git, CI/CD pipelines, infrastructure as code, automated testing, monitoring
TriAxiom Tech is an independent consulting and implementation provider. Product names are trademarks of their owners and are listed to describe the technologies we work with. We do not hold partner status with these vendors.