AI & automation
Use automation where it improves the work.
Halo starts with workflow, context, decision boundaries, and business value—then chooses deterministic automation, practical AI, or a deliberate combination.
Practical by design
The right automation depends on the decision.
Some work is best handled by explicit rules. Some benefits from language, documents, or knowledge assistance. The design should make that boundary visible.
DETERMINISTIC
Use rules when the path should be predictable.
- Known inputs and outputs
- Stable routing or calculations
- Clear validation requirements
- Repeatable system actions
AI ASSISTANCE
Use AI when language or context needs interpretation.
- Classification and extraction
- Summaries and draft generation
- Knowledge assistance
- Exception identification
Where it can help
Focus on the moments that consume attention or lose context.
These are generic opportunity patterns—not promises that every workflow needs AI.
Intake classification
Identify the type of request and the information needed next.
Document and data extraction
Assist with turning unstructured inputs into reviewable data.
Summarization and drafting
Prepare useful starting points while preserving human review.
Routing and orchestration
Connect assistance to explicit workflow states, rules, and exceptions.
Knowledge assistance
Help people find and apply relevant, authorized information.
Decision boundaries
Automation needs a control model.
Ground it in context
Define the authorized information, system state, and operating constraints.
Keep people in the right decisions
High-impact or ambiguous actions should retain appropriate human judgment.
Measure usefulness
Evaluate quality, exceptions, adoption, and business value rather than novelty.
Systems matter
AI becomes useful when it connects to a real workflow.
Halo considers how automation fits with Salesforce, software, integrations, data, and the people responsible for the outcome.
Start with the opportunity