Awards & Recognitions
AI automations
Automation that finishes the task and hands you only the exceptions
Voice and AI agents that answer calls, qualify leads and book appointments, plus automation for email, documents and orders, all posting into your business systems. When the AI isn’t sure, a person on your team decides.
Email received
PO attached as PDF
Fields extracted
PO number, vendor, 14 lines, total
Matched to open order
13 lines above threshold
1 line sent for review
Unit price differs from the order
Posted to ERP
After approval, with an audit record
~1,000 / day
credentialing emails read across 28 mailboxes
8h → 2h
building-plan review with computer vision
5 automations
in production across email, documents, orders and calls
100+ divisions
on one order-email workflow
Workflows
What we automate
Pick a workflow to see what comes in, and what the automation turns it into.
Comes inShared mailbox
From: provider-office@…
Subject: Re: Credentialing packet — updated licence
Attachment: licence_2026.pdf
“Please find the renewed licence attached for Dr…”
Goes outTicket system
CategoryLicence update
ProviderMatched
TicketAttached to open case
Expiry dateLow confidence
— review
In production: credentialing email for a US healthcare provider; order email for
Cook & Boardman.
Illustrative data
Comes inPDF building plan
Sheet A-201 · Level 2 floor plan
Door and window symbols across 14 rooms
Door schedule on sheet A-601
scale 1:100 · 3 revision clouds
Goes outEstimating grid
Doors detectedWith dimensions
Windows detectedWith dimensions
ScheduleCross-checked
Revision areasEstimator to
confirm
In production: Takeoff reads building plans for Cook & Boardman.
Illustrative data
Comes inSupplier acknowledgement
Supplier order confirmation
References PO and 14 lines
Ship date and unit prices
Line 9 · unit price differs from PO
Goes outERP order record
POMatched
Lines 1–8, 10–14Accepted
Ship dateUpdated
Line 9Price mismatch —
review
In production: PO acknowledgements across 100+ divisions for a US
manufacturer.
Illustrative data
Comes inInbound call
Inbound call · after hours
Caller asks about pricing and a site visit
Gives name, company and preferred day
“Can someone come out next Tuesday?”
Goes outCRM and calendar
IntentSales enquiry
LeadCreated in CRM
VisitTuesday slot booked
Pricing questionPassed to a
person
In production: VoAgents, and a verified-content receptionist for Missional
Software.
Illustrative data
Voice agents
Voice and AI agents, built and run by us
Agents that talk to your callers, answer from content you approve, and act in your systems. We build them on our own voice platform, VoAgents, so the pieces are already proven in production.
One call, end to end
Streamed end to end, so the agent replies without awkward pauses
-
ListenCaller speaksInbound or outbound, day or night.Twilio · Vapi
-
TranscribeSpeech to textStreamed as the caller talks.Deepgram
-
ReasonAgent decidesWorks out intent and answers from approved content only.OpenAI · Claude
-
ReplyText to speechA natural voice, in the moment.ElevenLabs
-
ActBooks, logs or hands overCRM record, calendar slot, or a warm transfer to a person.Your CRM and calendar
Inbound
AI receptionist
Answers every call, works out what the caller needs, replies only from verified content and routes urgent calls to staff straight away.
Built for: Missional Software, as a multi-tenant
receptionist.
Outbound
Lead qualification
Calls new leads quickly, asks the qualifying questions, books a meeting into the CRM and passes hot leads to your sales team.
Built for: VoAgents customers.
Any channel
AI agents in your workflow
Agents that take a request from a call, email or form and complete it in your systems, with a person approving anything outside their brief.
Built for: Order, email and document workflows on this page.
Verified content only. Agents answer from material you approve, not the open
internet.
Human handoff. A warm transfer whenever the caller asks or the agent is unsure.
Every call logged. Transcript, intent and outcome recorded for review.
24/7 cover. Calls answered out of hours without an overnight team.
How it works
How an automation runs
Every item takes the same path. The confidence check decides whether it posts straight through or goes to a person first.
01
Capture
Email, PDF, scan or call arrives from its usual source.
02
Understand
The model classifies it and extracts the fields that matter.
03
Check
Each field is scored and validated against your rules and records.
04
Review
Below the threshold, items go to your team with the source alongside. Above it, they post straight through.
05
Post
The result is written to your system and the run is logged.
Lands in
ERP orders and invoices
CRM records and bookings
Helpdesk tickets
Review queue for your team
Built on OpenAI or Claude models, hosted on Azure or AWS in North America. Need the connection first? See API & systems integration and ERP & CRM development.
Review screens
What your team sees
Review happens in a screen built for the job: the source on one side, the AI’s reading on the other.
Case studies
Automations in production
Systems we’ve built for order email, documents, drawings and phone calls.
Cook & Boardman Group
Order emails read, matched and posted to the ERP
The system reads inbound emails and their attachments, extracts the PO number, totals and vendor, matches them across more than 100 divisions and posts straight to the ERP. Known formats run on templates first, and matching improves as it learns.
GPT-4o
OCR
ERP integration
Cook & Boardman Group
Building plans read by computer vision
PDF building plans are read automatically. Doors and windows are detected, dimensions extracted, and estimators get an interactive grid to confirm or correct before the takeoff is used.
Azure OpenAI GPT-4o
Computer vision
Tesseract
.NET
React
Measured results
8h → 2h
plan review time
70% → 95%
door and window detection accuracy
US healthcare credentialing provider
A credentialing backlog cleared by AI
AI reads around 1,000 emails a day across 28 mailboxes. It classifies each one, extracts the fields, matches it to the right ticket, and escalates anything it isn’t confident about to a person.
Microsoft Graph
Azure
OpenAI
NLP
.NET
Volume
~1,000 / day
emails across 28 mailboxes
US door and window manufacturer
Supplier acknowledgements matched line by line
An email-integrated review app matches purchase orders to supplier acknowledgements and records a disposition for every line, with a complete audit trail across more than 100 divisions.
GPT-4o
OCR
EDI
ERP integration
.NET
React
Scale
100+ divisions
on one acknowledgement workflow
VoAgents (Orion product) · Missional Software
Calls answered, qualified and routed by voice agents
VoAgents, our own voice-agent product, answers and places calls, qualifies leads, books into the CRM and hands over to a person when needed. For Missional Software we built a multi-tenant receptionist that replies only from approved content and routes urgent calls to staff straight away.
Twilio
Vapi
GPT-4o
Deepgram
ElevenLabs
Azure
Guardrails
In service
Under 800ms
VoAgents speech-to-reply pipeline
24/7
Missional calls answered, urgent ones routed
Human in the loop
The AI does the reading. A person makes the call.
Every field gets a confidence score. You set the line. Anything under it waits for someone on your team.
Try a threshold
Supplier acknowledgement
Matched to an open PO · 5 fields read
PO numberMatched
Auto · 99%
SupplierMatched
Auto · 97%
Ship dateUpdated
Auto · 91%
Line 4 quantity12 of 14
Needs you
Line 9 unit priceDiffers from
PO
Needs you
Fields under the line are held until someone approves
or corrects them.
Correct
Reject
Approve
Orange line = your thresholdIllustrative data
You decide
Where the line sits
Set per field and per document type, and moved only when you agree.
You decide
What it can touch
Which systems it can write to, and which actions always need approval.
You decide
New document types
Nothing new goes live until your team has reviewed a sample.
You decide
Pause or roll back
Stop the automation at any time; every run is logged and reversible.
When we’ll tell you not to use AI
If a rule, a form or a straight integration does the job, we’ll build that instead. It’s cheaper to run, easier to audit and never has a confidence score. AI goes where the input is messy: free-text email, scanned documents, drawings, phone calls.
Engagement
Start with one workflow
Prove it on your own volume before anything is rolled out.
Step 1
Assess
We look at one workflow, sample real items and tell you what share can be automated, and whether it needs AI.
Step 2
Pilot
Built on your live volume with review on. You see accuracy per field before anything posts unattended.
Step 3
Scale
Threshold raised as accuracy is proven, more document types added, and monitoring handed to your team or ours.
You own it. Code, prompts, review rules and documentation are handed over, whether or not Orion runs it afterwards.
Frequently asked
Questions buyers ask first
Accuracy, data, and what happens when the AI is wrong.
Ask us something elseIt depends on the input, which is why we measure it on your own data during the pilot. You see accuracy per field before go-live, and the confidence threshold is set from those results, not from a vendor benchmark.
Anything below the agreed confidence threshold goes to a review queue instead of your system. A person sees the source next to the AI’s reading and approves, corrects or rejects it. Corrections are logged and used to improve the automation.
We build on OpenAI and Claude models, hosted on Azure or AWS in North America. The choice is made per workflow on accuracy, cost and your data requirements.
Data handling, retention and access are agreed per workflow before build and written into the engagement. Access to source documents is limited to what the automation needs.
Usually not. The automation posts into the ERP, CRM, helpdesk or mailbox you already use. If a system has no usable interface, we build the integration first.
You do. Code, prompts, review rules and documentation are handed over. Orion can run and improve it under a support agreement, but you are never locked in.
Let’s talk
Bring us one workflow
Tell us what arrives, how much of it, and where it needs to end up. We’ll say whether it’s worth automating, and whether it needs AI at all.
Send the workflow
An automation specialist will reply within one business day.
NDA available on request.
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