Practical workflows

What an internal AI assistant does for a small team

LionBox gives a team of 1-30 people an internal AI assistant that works on your own documents: it finds answers in company knowledge, extracts data from invoices and scans, drafts replies, turns meetings into follow-ups, translates and explores business data. A person always reviews the output before it is used.

Discuss your workflow

The local boundary: normal inference and indexed knowledge stay on the appliance. Setup, updates, requested support and optional external features have their own data flows. Read the security architecture before choosing a deployment.

These are workflow examples for evaluating fit; available features and supported formats are confirmed for your launch configuration.

Operations · HR · Internal support

Can an AI chatbot answer from our company documents?

Start with: Approved policies, procedures and project documents.
Example request: What is our travel approval process, and which document explains it?
What your team gets: A draft answer grounded in indexed sources, so a colleague can check the underlying policy.
Keep a human in the loop: Access must follow knowledge-space permissions. Review the cited source and its revision date before acting.

Finance · Procurement · Administration

Extract information from documents

Start with: Scanned invoices, forms and supplier paperwork.
Example request: Extract the invoice number, due date and line items from this scan.
What your team gets: Structured draft information for a person to review before it enters a business system.
Keep a human in the loop: Scan quality and document layout affect OCR. Validate totals, dates and identifiers against the original.

Sales · Client service · Operations

Draft a useful reply

Start with: The message and context you choose to provide.
Example request: Draft a reply confirming delivery next Friday using these agreed terms.
What your team gets: An editable response for the employee to review and send.
Keep a human in the loop: Email delivery and any mail-provider integration remain separate. Confirm commitments and recipients before sending.

Project teams · Management

Turn meetings into follow-up

Start with: An authorised recording or transcript.
Example request: List the decisions, open questions and action owners from this meeting.
What your team gets: Draft meeting notes and action items to share with the people who need them.
Keep a human in the loop: Obtain the permissions required for recording. Check names, deadlines and responsibilities with the participants.

International teams · Customer operations

Translate internal business material

Start with: A business document or passage that should remain local.
Example request: Translate this procedure into English while preserving product names and technical terms.
What your team gets: A draft translation that your team can compare with the original.
Keep a human in the loop: Quality depends on language and model. Use qualified review for legal documents, regulated material and publication.

Finance · Analysts · Management

Explore business information

Start with: An approved table, extract or spreadsheet content.
Example request: Explain the differences between these quarterly figures and suggest checks.
What your team gets: A draft explanation of patterns and questions worth investigating.
Keep a human in the loop: Recalculate figures with appropriate tools. AI-generated analysis is not an audited financial statement.

Is LionBox right for your team?

Designed for 1-30 employees sharing an office network. Tell us your workflow, expected workload and location; share a description rather than confidential files.

AI for accountants: extract and summarise client documents and invoices without them leaving the office.
AI for law firms: search case files and draft correspondence confidentially, on your own network. LionBox supports the work; it does not replace qualified legal judgement.
AI for clinics: summarise correspondence and administrative documents while patient data stays in the practice. LionBox is not intended for medical diagnosis.

Talk to the team