Process discovery
Identify where AI could create value and where human validation had to remain.
Anonymised field report
Improve quotations, purchasing and order tracking in a 20-person craft company
A French company recognised as an Entreprise du Patrimoine Vivant deployed GriotAI around Odoo, Microsoft 365 and approximately 5,000 documents.
Evidence level · declared field result
The company requested anonymity. Deployment facts were supplied by its management. The gains have not yet been independently audited or supported by a signed public customer quotation, so quantitative results are explicitly presented as declared estimates.
Initial situation
The owner wanted more reliable processes, better purchasing and order tracking, faster quotation creation and an assistant available on a phone within a defined business scope.
Useful information was distributed across company documents, Odoo and Microsoft 365. Organising data and identifying the source of truth came before automation.
What was deployed in one week
Organised data
Prepare the relevant corpus, ownership and authoritative versions.
GriotAI installation
Deploy the assistant in the selected environment and connect the approved scope.
Automations and skills
Create workflows and company-specific capabilities for quotations, purchasing, sales, reports and email.
Declared outcomes and limits
- Up to two hours saved per quotation, according to management; the measurement period is not yet standardised.
- More reliable stock, purchasing and sales monitoring, with reporting considered more precise.
- Faster prospect analysis and help with email management.
- Clean, structured data is necessary for useful answers.
- Odoo and Microsoft 365 must be correctly configured before automation.
- One week describes this first operational deployment, not a universal implementation promise.
Frequently asked questions
Why is the customer not named?
The company has not authorised its name or a public quotation. Anonymity is therefore preserved and the evidence status is displayed.
Are the savings independently audited?
No. They are management estimates and are presented as such until a standardised measurement or written validation is available.
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