Assessment and pilot
Select a useful application, prepare representative tasks and evaluate responses against real examples before a wider rollout.
FROM NEED TO SOLUTION
Tools that work together.
Workflows that make sense.
LINAWORKS / SERVICES & WORKING EXAMPLES
Salesforce engineering
Less switching.
More useful context.
Bring customer context, business rules and the next action into the workspace your team already uses.
LWCPurpose-built componentsCase summaries, guided forms and operational controls inside the Salesforce workspace.
ApexBusiness logic & integrationsServer-side validation, custom processing and connections to the systems your team depends on.
AgentforceAgents with defined actionsKnowledge-assisted responses and configured Flow or Apex actions, with review and escalation paths.
SERVICE WORKSPACEINTERACTIVE CONCEPT
CASE DEMO-014
In progressOrder status enquiry
LWC COMPONENT
Everything the agent needs, in one place.
A focused component brings the case, customer context and available next steps into a single workspace.
Customer contextLoaded
Order statusPending
Suggested next stepReview status
Illustrative interface and fictional case. This demo does not connect to a Salesforce org.
BUILT FROM OPERATIONAL EXPERIENCE
A weekly report.
Without rebuilding it every week.
GOOGLE SHEETS + APPS SCRIPT
Agent activityWorking hoursQuality feedback
01 / CONSOLIDATEMatch the agent.
Match the week.
Match the week.
Combine source sheets and calculate the reporting metrics.
02 / REPORTWeekly performance view03 / SHAREEmail summary
Schematic of my reporting workflow. No employee data shown.GOOGLE APPS SCRIPT / WORK EXAMPLEFrom separate sheets
From separate sheets
to a repeatable workflow.
- The need
- Review weekly performance using activity, working hours and feedback held in separate sheets.
- What I built
- Apps Script automation that combines the sources by agent and week, calculates metrics and fills weekly reports, with an automated email summary.
- The practical value
- A repeatable reporting process, with the context needed to compare workload and performance without assembling every report from scratch.
AI CONSULTING & INTEGRATION
AI as part of your workflow.
Claude, GPT and Agentforce can support document search, summarisation, translation and drafting. We start with a specific task and select tools based on output quality, cost and data access requirements.
APIs and system integrations
API connections between your CRM, databases, spreadsheets, website and internal applications, with AI and knowledge integration where useful. Defined sources, permitted actions and human review where it is needed.
AI business consulting
Start with the bottleneck.
Build a practical solution.
Find where time is lost, choose the right intervention and measure what changes in day-to-day work.
Pick one useful task
Identify the bottleneck, available data and a baseline for quality and effort.
Make a focused pilot
Connect the relevant context and tools. Define what the assistant can do and when a person takes over.
Check it in practice
Review answer quality, exceptions and time spent. Decide what is worth expanding.
Salesforce Agentforce
For teams using Salesforce, a pilot can bring approved knowledge and configured Flow or Apex actions into a service workflow, with human review and escalation.
Explore the interactive workspace concept ↑A CLEAR STARTING POINT
Start small.
Build something useful.
Choose the task closest to your current problem. The first step is a defined scope, followed by a working deliverable and a handover.
Make one report reliable.
For teams rebuilding the same spreadsheet report every week.
- Start with
- Your current report, its source data and the decisions it supports.
- Deliverable
- A revised report or dashboard, a repeatable refresh process and handover notes.
Remove one recurring chore.
For teams copying data, sending routine updates or repeating CRM steps.
- Start with
- One workflow, the systems involved and the exceptions that matter.
- Deliverable
- A working automation, exception handling and clear instructions for using it.
Test one useful AI task.
For teams exploring knowledge assistance, summaries or service workflows.
- Start with
- A specific task, representative examples and a definition of a good result.
- Deliverable
- A focused pilot, an evaluation of its results and a recommendation for next steps.
Scope is agreed around your data, existing systems and access. Custom product work can also include Supabase / PostgreSQL databases, member roles and web or mobile interfaces.
See a custom product case study →Scope and price agreed before work starts.
After an initial conversation, we agree on data sources, deliverables, timeline and price. Paid licences and external services are listed separately. Development starts once the proposal is accepted.
Arrange an initial conversation ↗