AI & intelligent automation
AI readiness, Microsoft 365 Copilot, workflow automation, document processing, AI agents, private language models and AI governance. Santre finds the processes worth automating and measures whether the automation works.
We baseline one workflow and outline a measurable pilot.
Overview
Santre's AI and intelligent automation service helps Canadian businesses apply AI to specific workflows and measure the result. It covers AI readiness and use-case assessment, Microsoft 365 Copilot deployment, workflow automation, document extraction and classification, retrieval-augmented generation (RAG) over company knowledge, AI agents and voice agents, private or self-hosted language models, and AI governance and acceptable-use policy. Every project starts with a baseline — time, cost or error rate — so the outcome can be compared against it.
What’s included
Identify where AI helps, where it does not, and what data and policy must be in place first.
Roll out Microsoft 365 Copilot and other assistants to the people who will get value from them.
Automate multi-step processes, with people approving the steps that need judgement.
Automations include human-in-the-loop checkpoints for decisions such as approvals or customer-facing replies, with logs of what the AI proposed and what was accepted, so accuracy can be reviewed over time.
Answers drawn from your own content, with controls over where data goes.
When to consider it
How Santre delivers it
Measure the current process: volume, time, cost and error rate.
Build a focused pilot with a small group and clear success criteria.
Compare pilot results with the baseline and review accuracy and risk.
Roll out what worked, with monitoring, governance and user training.
Scope
AI depends on clean data and correct permissions, which Data & BI and Cloud & Microsoft prepare. Santre Stack's Intelligent Document Solutions offer ready-made document AI; custom automation is scoped here.
Frequently asked questions
Start with a repetitive, measurable process — invoice processing, intake forms, routine customer questions — and a clear baseline. A small pilot with defined success criteria shows value or failure quickly and cheaply.
It depends on the tool and its configuration. Enterprise services such as Microsoft 365 Copilot and Azure OpenAI include contractual data-protection terms; public consumer tools may not. Santre helps choose tools, configure access and write an acceptable-use policy so company data stays where it should.
For people who spend much of their day in email, documents, meetings and Teams, it can save meaningful time; for others, less so. A measured pilot with a defined user group is the reliable way to decide before buying licences for everyone.
A private language model runs in an environment you control — your cloud tenant or your own hardware — instead of a shared public service. It suits organizations with strict data-handling requirements, at the cost of more setup and maintenance.
We baseline one workflow and outline a measurable pilot.
Prefer to talk first? Call (888) 652-3358 or email enquiries@santre.ai.
