Project knowledge scattered across folders, messages and people.
Turn team knowledge into preparation capacity.
Substi can research, structure and prepare deliverables, meetings and CRM follow-up from authorised sources, while consultants retain judgement, advice and relationships.
Operational pressure
Where capacity is lost today.
Deliverables requiring repetitive research and formatting.
An incomplete CRM after meetings and busy periods.
Internal methods that are difficult to pass on to each new team.
Process map
A first perimeter that can be observed and measured.
01Document research
02Sourced summaries
03Deliverable preparation
04Meeting preparation
05CRM updates
06Follow-ups
07Document management
08Engagement reporting
Possible AI employees
Specialise by mission, not by generic persona.
- Document research
- Sourced summaries
- Deliverable preparation
- Meeting preparation
Illustrative workflow
- 01
Assemble authorised deliverables, decisions, actions and communications.
- 02
Identify gaps between the plan, deadlines and latest information.
- 03
Retrieve approved methods and formats for this type of meeting.
- 04
Prepare the agenda, summary and decisions required, with sources.
- 05
Have conclusions and recommendations reviewed by the engagement lead.
- 06
Produce approved materials and prepare CRM updates.
- 07
After the meeting, file decisions and schedule approved actions.
Tools and integration
Use the most robust available connection.
- Office suites and document workspaces
- CRM and engagement-management tools
- Email, calendars and conferencing
- Knowledge bases and reporting tools
Human control
Exceptions remain explicit.
Separation by client and engagement · Enforcement of rights on sources and deliverable templates · Citations and history of used content · Human approval of recommendations and external commitments
Economic indicators
Measure the process before claiming value.
- Deliverable preparation time
- Up-to-date CRM rate
- Meeting-note turnaround
- Reuse of approved content
- Volume of unsourced items
Data and security
Configure the environment to the sensitivity of the sector.
Separation by client and engagement · Enforcement of rights on sources and deliverable templates · Citations and history of used content · Human approval of recommendations and external commitments
Model selection, context size and infrastructure are adapted to the mission.
Illustrative use case, not a customer result
B2B services and consulting
Substi can research, structure and prepare deliverables, meetings and CRM follow-up from authorised sources, while consultants retain judgement, advice and relationships.
FAQ
Questions before scoping.
Does Substi replace a consultant’s judgement?
No. It can accelerate research, structuring and preparation. Diagnosis, recommendations, relationships and accountability remain with the team.
Can it follow our deliverable formats?
Approved templates and examples can be included in scope. Each critical format is tested and approved before production use.
How is data from different clients kept separate?
Memories, rights and workspaces are segmented according to the selected architecture and checked during testing.
Which role should work differently tomorrow?
Tell us about a function, a volume and the software involved. We will identify the first scope to turn into an AI employee.
Book a demo