Put AI to work. Keep control.

THE APPROACH

Begin with a result.
Build a repeatable operation.

An AI operating capability connects the work, information, systems, rules, and people. Choose the useful rung, test it, and measure whether it helped.

FROM OPPORTUNITY TO OPERATING CAPABILITY

One useful process.
A measured path forward.

01

Find the opportunity

Choose one outcome: revenue, cost, service, capacity, or consistency. Record a baseline.

02

Design the work

Document the process, select the lowest useful rung, and name the accountable owner.

03

Set boundaries and test

Define information access, permitted actions, approvals, and pass criteria. Test difficult cases.

04

Measure and decide

Pilot with the team. Compare results, effort, quality, and full cost before expanding.

THE TWO HOST SERVICES

The Host manages work.
The local LLM is your team’s AI assistant.

A CPAI Host runs and manages your automations, workflows, agents, and AI Employees, including scheduling and reporting. Sanitation depends on the service and is included with AI Employees.

The local LLM host service is like your own ChatGPT or Claude, configured for your business and running in a client-controlled environment. Your team can ask questions, draft emails, summarize documents, and work with approved business information.

The local LLM service includes maintenance and quarterly assessment against the four conformance conditions. Other Host-based services receive their agreed maintenance and alignment work.

Compare the services

WHERE THE WORK RUNS

The right intelligence.
The right environment.

The rung defines how much responsibility the system has. Hosting defines where processing runs and who controls the information. Make these decisions separately.

01 / APPROVED EXTERNAL

Use an approved AI service.

A suitable starting point when the service, permitted data, access settings, and terms fit the task.

02 / CLIENT-CONTROLLED

Run suitable work privately.

A private host can provide dedicated capacity and greater control when quality, security, sustained workload, and full operating cost justify it.

03 / HYBRID

Combine both deliberately.

Keep suitable work local. Use an outside model only when the provider, destination, exact information, and required approval permit it.

You do not need to own or train a frontier model. If an external hand-off is not authorized, the work stops, follows another approved route, or goes to a person.

FOLLOW THE REVIEW

Explore the workflow.

Choose a fictional business scenario and trace how a reviewer approves the document or holds it for more evidence.

INTERACTIVE REAL-WORLD EXAMPLE
DOCTOR’S OFFICE · REAL-WORLD WORKFLOW / SOURCE RECORD01 / 05
Prepare the following document for secure client review. Patient: Elena Brooks
Date of birth: 04/18/1978
Chart: MRN-2048
Email: [email protected]
Diagnosis: Type 2 diabetes
Lab: HbA1c 7.4% on September 12, 2026
Appointment: October 6 at 10:30 a.m.
REVIEW REQUIRED

From a private chart to a patient review packet.

Prepare a clinician-reviewed visit summary without exposing patient identifiers or clinical values to the drafting model.

Explore each review outcome. This page previews documents without sending them.

01WHAT A SYSTEM INCLUDES

Five areas.
One operating model.

  1. 01

    Data sanitization

    When included, remove or substitute sensitive details before authorized model access. Test for missed values and unintended disclosure, and route failures to an approved alternative or a person.

  2. 02

    Network and endpoint security

    Configure the agreed access boundary with appropriate isolation, firewall rules, multi-factor authentication, endpoint protection, and encryption.

  3. 03

    Secure integrations

    Connect the approved environment to the tools your business uses, with appropriate permissions and logging.

  4. 04

    Human review and approval

    Keep people responsible for consequential outputs and decisions. Define who reviews, who approves, and when to escalate.

  5. 05

    Ongoing monitoring and support

    Maintain the infrastructure and rules. Reassess when models, vendors, integrations, or business requirements change.

02QUESTIONS WORTH ASKING

Clarity before commitment.

Can we use the tools we already have?

Identify the systems that hold the records needed for the workflow. Confirm connector availability, permissions, vendor terms, and tests before including an integration in scope.

What happens when a test fails?

Record the failure, correct or reduce the scope, and repeat the affected tests. Keep the affected capability out of rollout until it meets the agreed acceptance criteria.

What happens when the workflow changes?

Review changes to records, permissions, models, and vendors with the named owner. Update the affected procedures and repeat the relevant tests before relying on the revised workflow.

YOUR NEXT STEP

Apply the approach
to your workflow.

Discuss the records, decisions, and systems behind one recurring task in a free 20-minute introductory call.

Discuss your workflow