marquee & co.
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AI Implementation & Systems Integration

Put AI to work
inside your business.

Your team should not have to carry every request between inboxes, spreadsheets and business systems. We build AI workflows and integrations that turn incoming information into useful work, with people in control of the decisions.

Discuss AI implementationStart with a free Recon

Explore the connected process

See the work move between the team and the customer.

One request. Connected work.Explore the workflow

Today

The work between the work

How many times does the same information move?

A request arrives by email. Someone copies it to a spreadsheet, chases approval and replies to a customer asking for an update.

Marquee maps the request from arrival to completion, then builds the intake form, shared work queue and approvals your team needs. The same customer details travel through the process.

Start by mapping the handoffs your team actually makes.

Inbox

“A rollout across three locations.”

Requirements attached to an email.

Spreadsheet

“Which scope are we quoting?”

Someone copies the details into a tracker.

Customer message

Any update on our request?

Someone has to chase the answer.

One record

Custom software around your process

Capture it once. Carry it forward.

Bring the request, customer details, files and next action together. AI can organize the information and prepare a summary for your team to review.

Marquee connects your inbox, forms and business systems so AI can extract requirements, organize documents, draft proposals and update the customer record. Approval rules and exception queues keep the right decisions with your team.

The change: people work from a shared record instead of retyping it.

Team workspace / Request

ProjectThree-location project
Requested startNext month
SourceOriginal email + Requirements.pdf
Needs reviewScope, dates and delivery owner

Customer portal

The customer can see what happens next

Fewer update emails. A clearer experience.

Give customers a secure place to approve work, find documents and see progress. The portal uses the same approved information your team works from.

Marquee designs and builds your branded customer portal with sign-in, quote approvals, document uploads, order or project status, messages and repeat requests. Each customer sees their own records; your team manages the work behind them.

The change: the customer gets visibility without another manual status report.

Customer portal / Example project

Scope approved

Three-location project / Customer view.

Current stageDelivery planning
DocumentsApproved scope + requirements
Next actionTeam to confirm the schedule

Management view

A clearer view of the business

See the work that needs a decision.

Build a dashboard around your own source data: quotes awaiting approval, delivery work, outstanding actions and sales progress. Open the record behind the status.

Marquee connects your sales and operations data in a live dashboard showing lead sources, response times, quote status, work in progress and overdue actions. Your team can filter by owner and open the record behind each measure.

The change: leadership sees the handoffs and exceptions in one place.

Operations dashboard / Example states

Sales to deliveryThree-location projectApproved scope and customer history in one place
Decision neededAssign the delivery ownerRequested start: next month · Schedule not yet confirmed
Customer experienceScope approved · Planning underwayThe portal reflects the team’s approved update
Connect our business systems

Sample screens and messages. Click through the workflow; nothing is sent.

What we can build for your business

From incoming information
to useful work.

See how a response can become a customer record, an assigned task and a clear next step. We tailor the workflow, approved answers and handoffs to your team.

Sales follow-up / Inquiry to conversationLead-response sequence showing an incoming inquiry, a helpful first reply and an assigned human follow-up

A useful reply. A responsible person. A next step.

We can connect incoming inquiries to an approved first response, a request for useful details and a booking or human handoff. Your team sees the conversation and assigned action. The sequence shows how that workflow could be arranged for your business.

Connect your lead response
Operations / Team workspaceOperations workspace with project cards, an assigned owner, approval progress, documents and next tasks

Know what needs to happen next.

We can bring customers, conversations, files and tasks into one workspace. Each project has an owner, a status and a next action, so your team can move work forward without piecing together separate inboxes.

Discuss your team's workflow

AI implementation, explained

From a real task
to a working process.

AI can read a request, extract information or prepare a draft. Automation moves that work between the tools and people who need it. We build the two together around a specific business task.

Example 01

A new inquiry reaches the right person.

Starts with
A website inquiry, incoming email or text, missed call or reply from an interested prospect.
What Marquee builds
AI identifies what the customer needs and their timing, then prepares a short brief or a useful next question. The connected workflow saves the record, assigns an owner and alerts the team. Marquee builds the assistant to send a useful first reply in under two minutes on the agreed connected channels, answer approved questions and offer the appropriate booking or next step.
Your team gets
One inquiry record, the conversation so far and a named person responsible for responding. A substantive answer is tracked separately from an automatic acknowledgment.
Where people decide
Your team agrees the questions, response window and after-hours route. Unclear or unusual requests reach a person.
Example 02

Requirements become a proposal ready to review.

Starts with
Conversation notes, the customer’s requirements and your approved scope and pricing rules.
What Marquee builds
AI turns the requirements into a structured scope and draft proposal. It identifies missing details instead of filling them in. Connected templates and records bring in agreed items and prepare the document in the format your team uses.
Your team gets
A consistent starting draft with the source notes and outstanding questions alongside it, reducing the need to start each proposal from a blank page.
Where people decide
Your team checks quantities, price, exclusions and commitments before the quote is sent. AI does not decide what your business promises.
Example 03

Documents become organized business records.

Starts with
Supplier invoices, purchase orders, delivery notes or completed customer forms.
What Marquee builds
AI extracts details such as dates, references and line items. Defined rules check required fields, look for possible duplicates and match the information to customer, project or financial records. Missing or inconsistent information goes to a review queue.
Your team gets
Prepared records and source documents together, with exceptions clearly identified. Staff spend their attention checking the details that need judgment.
Where people decide
Financial approvals remain with the people authorized to make them. An extraction is a draft record until the agreed checks are complete.

Built for the tools you use. The examples show what an implementation can involve. We agree the exact workflow and confirm the available connections, permissions and source information before building.

Other work we can connect

Keep the rest of
the business moving.

The same approach can support the conversations, records and reminders around your core work.

Calls and routine customer questions

Marquee builds an AI phone or chat assistant using your approved service information and booking rules. It answers routine questions, collects requirements, creates the customer record and connects the person to a booking or team member. Unclear requests are handed over with the conversation attached.

Customer updates from recorded progress

Marquee connects your order or project status to customer emails, texts and portal updates. Confirmations, reminders and milestone messages use the recorded facts. Your team controls which updates send automatically and which wait for approval.

Renewals, maintenance and reorders

Marquee builds renewal, maintenance and reorder reminders from your actual customer history. The workflow finds the due date, sends the approved message or assigns a task, and records the response so the team knows what happened.

A clear view of work needing attention

Marquee builds a team work queue and management dashboard for unanswered inquiries, stalled quotes, overdue actions and missing documents. Each item includes its owner, due date, source record and action needed.

How an implementation works

Build it around
your working day.

You see the process before it becomes part of the business. We work from real examples and agree what a successful result looks like.

  1. 01

    Choose a real process

    Walk through the task with your team. Review representative inquiries, notes or documents and establish the time, delays and corrections involved today.

  2. 02

    Map the information and decisions

    Agree the source of each fact, the required connections and access, the next action and the person responsible. Identify what the system may do automatically and what needs approval.

  3. 03

    Build the working flow

    Use AI where reading or drafting helps, and defined rules for routing, calculations and status changes. Connect the supported tools so the output reaches the place your team works.

  4. 04

    Test with your team

    Review normal examples and exceptions: incomplete notes, duplicate records, unclear requests and unavailable connections. Make the review queue and the manual fallback part of the test.

  5. 05

    Launch, hand over and improve

    Name an owner and provide instructions. Review the agreed measures, such as quote preparation time, first substantive response time or corrections needed. Ongoing support and third-party service costs are agreed in the scope.

A clear starting point

Work with the tools
and people you have.

Do we need to replace our existing software?

We first check whether the current tools support the required connections and access. Any replacement or additional service is discussed as part of the scope.

Can the free Recon assess our internal administration?

Recon reviews public website and business-presence evidence. Understanding internal paperwork, response times or staff workload requires a separate discussion and relevant records you choose to share.

What happens when the system is uncertain?

We agree what needs review, when the workflow stops and who receives an exception. Payments, financial approvals and important customer commitments remain with the authorized people identified in the scope.

A clear next step

Tell us what needs
to work better.

Describe the process, the tools you use and the result you want. We will help define the right project. For a review of your public website and presence, the free Recon is available separately.

Discuss AI implementationGet my free Recon