AI Consulting: Strategy & Implementation

Understanding opportunities instead of missing them

We reduce your time-consuming processes from days to minutes: invoice approvals stuck in Outlook, shared inboxes where requests get lost, and reports someone manually compiles every Monday. With Power Automate, n8n, or Copilot Studio, we relieve you and your team of time-consuming tasks.
AI Strategy Consulting - taod.ai
A selection of some of our AI Consulting clients
Reimagine processes with Agentic AI

Four examples of how Agentic AI revolutionizes your work

Processing time? Reduce from days to minutes

An invoice that previously went through three inboxes and two approvals is now automatically posted in under ten minutes.

Error rates? Drastically reduce

No more typos when transferring data between ERP, CRM, and Excel. Our AI extracts structured data and writes it back in a structured format.

Capacity? Scale without new hires

Peak volumes at quarter-end or during seasonal business are handled by the workflow, not the team.

Response times? Real-time.

Incoming inquiries are classified and answered or forwarded as soon as they arrive. And not just during the next inbox check.

Less time, fewer errors

This is how we help you use resources efficiently. Whether with your tool or your use case.

Some clients come to us with a tool they've already invested in. Power Automate, n8n, or Copilot Studio are in use, but the return falls short of expectations. Others come with a process that eats up hours every week: invoice approvals, email triage, document analysis. The tool choice is open, the use case is clear.

Both paths lead to the same outcome with us: automation that runs productively and provides noticeable relief. No pilot project that fizzles out after three months. Wherever you currently stand, we'll clarify it in an initial consultation.

Maximize your tool's performance

Do you already have a tool and want to get more out of it?

Power Automate, n8n, or Copilot Studio are already in use at your company or are currently being evaluated. Perhaps initial workflows are running, or maybe the tool is still unused. In both cases, the question is the same: What exactly can be automated with it, and where is the best place to start?

The ideal starting point if you...

  • have already invested in Power Automate, n8n, or Copilot Studio
  • want to know which processes can specifically be automated with your stack
  • want to start automation in one tool and expand organically from there
Three platforms, three focuses
How we properly implement your tool

Power Automate

integrates seamlessly with Teams, Outlook, SharePoint, and Dynamics. We build approval processes, email triage, document pipelines, and integrations with AI Builder on it.
Rosa Symbol für Git-Verzweigungen mit verbundenen Kreisen auf schwarzem Hintergrund.

n8n

Open Source with 400+ integrations, self-hosted or in the cloud. Strong in API orchestration. We build multi-system workflows, custom nodes, and migrations from other tools on it.
Abstraktes bläulich-grünes gefaltetes Band-Design mit Schatteneffekt.

Microsoft Copilot Studio

Microsoft's platform for custom AI agents directly in Teams. We build agents with M365 data access, RAG integrations with SharePoint, custom plugins, and support the rollout.
Automate your process

Do you already know what you want to automate?

There's that one process that costs unnecessary time every week or month. Invoices created manually. Emails stuck in a shared inbox. Reports someone compiles by hand every Monday. We'll get your use case up and running productively.

The right starting point if you...

  • have a specific process in mind that is currently costing you time
  • want to know which tool is right for this specific process
  • want to start with one use case and connect additional processes later
Typical Use Cases for Agentic AI
Six applications that help your business

Email-Routing

Incoming emails are automatically categorized and routed to the correct team. No inquiry is overlooked.

Documents

Offers, reports, and contracts are automatically populated from your data – ready to send in seconds instead of hours.

File Analysis

PDFs, scans, and forms are read and structured into your systems. Error-free, in seconds.

Sales-Support

CRM data is enriched, follow-ups are automatically created. Less data maintenance, more time for conversations.

Accounting

Process receipts, send invoices, manage dunning – all automatically. No document is overlooked, cash flow is accelerated.

Report-Delivery

Reports are automatically sent out once a threshold is reached. The right numbers at the right time.

Quick Check

Want to know where your biggest potential lies? We'll do a quick check.

1.5-day assessment: We examine your critical processes, data landscape, and tools. We then provide you with a prioritized list of the two to three use cases that offer the most leverage for your business, including an effort and benefit estimation for each.

1.800€

One-time fee, creditable towards a subsequent project

Request QuickCheck

· 1.5 Days · 2-3 Use Cases

Our Approach in Three Phases

We start at the point that benefits you most

We work in three phases: Discover, Raise, and Access. This isn't a mandatory sequence you have to follow in order. You start where you are. In Discover, if you don't yet know where your biggest leverage point is. In Raise, if a use case or tool is already decided and you want to proceed with implementation. In Access, if automations are already running and need to be stabilized or scaled.

Discover

We Find Your Quick Wins

We examine your processes, tools, and data situation. From a process analysis, platform audit, and data quality check, a prioritized list emerges: where the impact is greatest and which tool is the best fit.

Raise

Measurable Success: Time Savings and Error Reduction

We implement your solution, either within your existing tool or with one we choose together: Power Automate, n8n, Copilot Studio, or a combination. The result is a productive solution within your system landscape, not a prototype.

Access

Your Solution and Your Independence

Monitoring, Scaling, Enablement: We set up monitoring and governance, scale to additional use cases or tools, and empower your team to build and maintain simple workflows themselves later on.

Frequently Asked Questions (FAQ)

About Our Service

How do you typically start with a new client?

This depends on your current situation and where a concrete result can be achieved most quickly. If a tool is already in use, we build automations directly on it, leveraging your existing investment. If a process needs to be automated, we select the appropriate tool and implement it productively. Not as a pilot, but as a solution that provides relief from day one. If it's still unclear where the greatest impact can be made, the QuickCheck is the fastest way to start: 1.5 days of inventory, resulting in two to three prioritized processes.

How long does a typical automation implementation take?

Simple workflows in Power Automate or n8n are often live within two to four weeks, including testing and handover. This means you see a return before the quarter ends. More complex processes involving AI components, multi-system integration, or data preparation take longer, but the impact is usually greater in the end. During the initial consultation, we'll assess the effort, benefits, and time to go live for each process.

Do we have to commit to a single tool, or do you provide technology-agnostic advice?

We are technology-agnostic. Power Automate, n8n, and Copilot Studio are our primary tools because each has different strengths. We don't recommend the tool that best suits us, but the one that brings you the most benefit. We choose based on your infrastructure, data situation, and the process to be automated. If another tool is a better fit, we'll tell you.

What happens after implementation, who operates the solution?

You decide. Either you operate the solution yourselves, and we'll hand it over with clear documentation and train your team. Or we'll handle monitoring, maintenance, and scaling. During the access phase, we set up governance, logging, and alerts, and empower your team to independently maintain simple workflows later on. This way, you remain independent and don't have to call us for every minor adjustment.

What does data quality have to do with automation?

More than many expect. An automated process is only as good as the data it processes. Faulty master data produces erroneous results, just faster and on a larger scale. Nobody wants that. Because we come from data consulting, we first look at the data foundation for every automation. If it's flawed, we'll get it into shape if necessary before building the solution on top of it. This way, you get a result you can trust from day one.

About Agentic AI / Process Automation

What is Agentic AI?

Agentic AI refers to software that doesn't just react to individual commands but autonomously takes on tasks. It understands context, makes decisions, and executes multiple steps consecutively without anyone initiating each click. For example, an AI agent can read a customer inquiry, check the CRM, formulate and send the appropriate response, while your team focuses on tasks requiring human judgment. The practical difference from traditional automation: instead of automating individual steps, an agent handles the entire process.

What is process automation?

Repetitive tasks are handled by software, automatically, reliably, 24/7. Humans define what should happen. The software executes it, even at night, on weekends, and without sick leave. The result: reclaimed time, eliminated errors, and capacity that grows with your business.

What is the difference between RPA and modern process automation?

RPA is purely rule-based and reaches its limits when a process requires understanding rather than fixed instructions. For example, when reading documents, classifying free text, or handling edge cases. Modern automation connects systems directly via APIs and uses AI for decisions that cannot be mapped with rules alone. For you, this means significantly more processes become automatable, including those where traditional RPA has previously failed.

What is the difference between Power Automate and n8n?

Power Automate is closely integrated with Microsoft and works seamlessly with Teams, SharePoint, Outlook, and Dynamics. It's ideal if your stack runs on M365 and you're looking for quick wins within your existing infrastructure. n8n is open source, self-hostable, and more flexible for complex API integrations with systems outside the Microsoft ecosystem, including full data and hosting control. Which one fits depends on your stack and how much data control you need. We'll help you figure that out during an initial consultation.

Which processes are suitable for automation?

Traditionally, processes that are repetitive, rule-based, and time-consuming are well-suited. This includes invoice processing, report generation, and approval workflows. With AI, applications that require unstructured data are added: reading documents, classifying free text, and categorizing requests. As a rule of thumb, if someone in your team performs the same step multiple times a day, it's worth investigating. The same applies if a process regularly stalls because no one has time. That's often where the biggest impact is made.

Thursday 11th June from 18:00

Event:
Data & AI After Hours

Practical impulses & exchange on data and AI

Headquarters Cologne

taod Consulting GmbH
Oskar-Jäger-Straße 173, K4
50825 Cologne
Hamburg location

taod Consulting GmbH
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Stuttgart location

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70567 Stuttgart