Cases and workspaces
A shared business context for people, records and documents.
- Create a space for each client, building, engagement or project.
- Apply the record types and skills defined by its solution pack.
The SwissAutomate×AI business platform
Your cases and documents.
One place to move work forward.
Your cases, business records and documents in one workspace. Your team can ask an assistant to find information, prepare a deliverable and propose the next actions.
- Workspaces shaped for your business
- Self-hosted AI
- Governed actions
An example request
“Prepare a summary of this case and identify what still needs checking.”
The assistant uses accessible sources, prepares a draft and submits actions to the required approvals.
Illustrative example, depending on the data and enabled features.
A visual product walkthrough
See how your team works with AI
From the case to a proposal, then your decision. Explore an example invoice in a property workspace.
Illustrated preview of the current interface, using fictional data. Screens and functions depend on the pack and configuration.
The case becomes your starting point
A shared platform configured with your fields, document templates and working rules.
Business records and custom fields
Describe information using the terminology and rules of your business.
- Text, dates, amounts, choices and references defined by the schema.
- Link relevant records within a case.
An assistant that uses business tools
“Update the case status and prepare a report using the verified information.”
- The assistant works within the relevant space and conversation.
- Available instructions and tools depend on the pack and permissions.
Search across your knowledge
Find information in indexed content the user can access.
- Documents, records and connected items, depending on configuration.
- Combine text search with semantic similarity.
Document reading and extraction
Prepare structured information from source documents.
- Read PDF text and use vision when a page requires it.
- Extract values against a record schema or a generic analysis.
Documents and reusable templates
Produce deliverables using information from the case.
- Compose a note or letter and attach it to the case.
- Populate Word, Excel or PowerPoint templates with the required data.
More capabilities for your configuration
Versions and history
Understand how a case has changed.
- Records. Keep snapshots when field values change.
- Documents. Consult versions of the same document.
- Dated information. Use effective periods where the field model supports them.
History does not imply a complete visual comparison of every version.
Automations and run tracking
Repeat a defined process with its rules and approvals.
- Triggers. Configure supported schedules or events.
- Supervision. Inspect runs, steps and approval requests.
- Changes. Version the definition and adjust its permitted scope.
Unattended execution depends on action type and explicit authorisation.
Action approval
Review a proposal before it changes the case.
- Understanding. See the affected object and proposed values.
- Comparison. See before and after values for supported changes.
- Decision. Approve or reject according to role and policy.
Financial, legal and external actions retain professional approval requirements.
Microsoft 365
Connect authorised work sources to the platform.
- Documents. Browse accessible OneDrive and SharePoint files.
- Email. Read connected messages and use authorised sending workflows.
- Consent. Configure connections, accounts and synchronisation scope.
Microsoft activation and permissions required. Validate scope in your tenant.
Signature and extensions
Add services when the process and permissions justify them.
- Signature. Orchestrate a signing request through the DeepSign integration.
- External tools. Expose capabilities through a governed MCP gateway.
- Protection. Configure permissions and, where needed, pseudonymisation of exchanges.
Conditional modules. Accounts, contracts, activation and end-to-end tests required.
Hosting, access and traceability
An architecture intended to control data and operations.
- Deployment. Dedicated-instance architecture with Swiss hosting in the offering.
- AI. Self-hosted inference for the business platform.
- Governance. Access controls, AI system registry and hash-chained audit log.
Document topology, subprocessors and commitments per client. No ISO certification claim.
An illustrative workflow to configure
One invoice, one case, one approval
A possible first scope for a property manager. The responsible person keeps the decision on accounting treatment.
The document joins the case
A user adds the invoice, or an authorised connection makes it available.
The assistant prepares the information
It extracts the supplier, date and amount, then proposes a record for review.
The responsible person checks
They compare the proposal with the invoice, fill any gaps and approve or reject it.
The result stays with the case
The approved record and document provide an outcome to verify. Further steps follow your rules.
Illustrative scenario. Accounting-system integration, posting and payment require separate scoping.
One platform, different business uses
These examples help choose a first pilot. Each scope needs its own data, rules and acceptance checks.
Property management
Gather a building’s documents and prepare a summary or draft statement.
A professional checks the amounts and allocation rules.
Accounting preparation
Extract invoice information and propose structured records.
Accounting treatment remains subject to your approval.
Client cases and contracts
Prepare a factual note using the main document and its annexes.
Legal conclusions remain with the responsible professional.
Internal procedures
Find relevant instructions and prepare an onboarding checklist.
Access rights and procedure versions still need checking.
Defined access. Reviewable actions.
You decide who can access cases and which actions require approval.
Your permissions
The assistant uses the tools and sources authorised for the case.
Your approvals
Proposals show the changes to review before governed execution.
Your deployment
The offering provides for a dedicated instance in Switzerland and self-hosted inference. Together we define data flows and external services.
A first pilot based on your work
We agree on a useful output, then verify it with your team.
Scope
Choose the process, documents and person who will accept the result.
Configure
Prepare the records, templates, permissions and required connections.
Try
Test representative cases, including a missing document or a proposal that needs correcting.
Measure
Compare total time, corrections and quality before expanding the scope.
An initial setup engagement, followed by a subscription sized for users, volumes, connections and agreed support. The proposal specifies services and commitments.
Your questions about the platform
Is this just a chatbot?
The assistant works with the platform’s records, documents and authorised tools. It can prepare a deliverable and propose actions within a case, with the required controls. Available capabilities depend on the solution pack and configuration.
Do we have to replace our existing tools?
We first identify which tools to retain and which data to connect. Microsoft 365 offers connection journeys for authorised sources. Other integrations need assessment before inclusion in the proposal.
Can the assistant act on its own?
Autonomy depends on the action and agreed rules. Processes can include human approvals. Moving to unattended operation requires an explicit decision and suitable verification.
Where is our data processed?
The business platform provides for Swiss hosting and self-hosted inference. The precise scope, flows to connected services and contractual commitments are defined for your deployment.
Which business domains can you support?
The platform can support property cases, accounting preparation, client work and internal procedures. The examples on this page are pilot ideas. We confirm the features and solution-pack content during scoping.
How do we start and what does it cost?
Bring an anonymised example case and the result you want. We define the pilot scope and acceptance criteria. The offer includes setup and a tailored subscription, without assuming a price or numerical saving.
Which case would you like to simplify?
Let’s start with an anonymised example. We will show the relevant features and define the conditions for a first pilot.
Request a demonstration