01
Pressure without a plan
Leaders want AI results, but nobody has the time to work out where it fits.
08 · AI & Automation07 of 07
Hands-on workshops that find your best AI opportunities and end with a roadmap and a first pilot.
Everyone's being told to 'do AI', but few teams know where to start. Our workshops cut through the noise: we look at how your business really works, find the opportunities worth pursuing, weigh the risks and leave you with a prioritised roadmap and a pilot you can start straight away.
- Workshop sessions with your team
- 1–2
- Workshop sessions with your team
- Prioritised AI roadmap
- 1
- Prioritised AI roadmap
- Obligation to build with us afterwards
- 0
- Obligation to build with us afterwards
Audit
Ideas
Prioritise
Pilot
Now
Opportunity mappingUse-case prioritisationReadiness assessmentRisk and governanceTool selectionTeam trainingAI roadmapPilot planOpportunity mappingUse-case prioritisationReadiness assessmentRisk and governanceTool selectionTeam trainingAI roadmapPilot plan
Sound familiar?
The problems we hear most often before someone asks us about AI strategy workshops.
02
Random tools, no strategy
Staff sign up for AI tools individually, creating cost, data risk and inconsistent results.
03
Fear of getting it wrong
Concerns about accuracy, privacy and jobs stall progress altogether.
What's included
01
Pre-workshop research
Interviews and a look at your processes, data and tools.
02
Opportunity workshop
A hands-on session mapping where AI could save time or create value.
03
Prioritisation
Opportunities scored on value, effort, risk and data readiness.
04
Governance basics
Simple rules for safe use: data, accuracy, transparency and approval.
05
AI roadmap
A phased plan with quick wins, bigger projects and what to avoid.
06
Pilot plan
A first pilot scoped with goals, success measures and a timeline.
How we do it
You follow every step live in Mission Control, your project dashboard: tasks, files, approvals and a launch forecast.
- 1
Prepare
Interviews and process review before the workshop.
- 2
Workshop
One or two hands-on sessions with your team.
- 3
Prioritise
We score and shortlist the opportunities.
- 4
Plan
Roadmap, governance and pilot plan delivered and presented.
1–2
Workshop sessions with your team
1
Prioritised AI roadmap
0
Obligation to build with us afterwards
Built for
Who this is for.
Leadership teams starting with AI
SMEs unsure where AI fits
Teams already experimenting without a plan
Organisations needing AI governance
Tools we useClaudeVercel AI SDKn8nZapierMakeHubSpotSupabasePython
Helpful extras
Try it yourself, or see what's built in.
Questions
AI strategy workshops, answered.
Something else on your mind? Ask the Zelvorm Concierge in the corner, or talk to the team.
A mix of decision-makers and people who do the day-to-day work. The best ideas often come from those closest to the processes.
More in AI & Automation
The rest of the toolkit.
- 01AI chatbots & assistantsTrained on your content, honest when it doesn't know, and handing over to a person when it matters.
- 02Workflow automationConnect your tools, move data automatically and give your team their hours back.
- 03CRM integration & AI enrichmentEvery lead captured, enriched and scored automatically, then routed to the right person.
- 04AI agents & tool callingAgents that use your tools to complete multi-step tasks, with guardrails and approvals built in.
- 05Document & email automationInvoices, forms and emails read, sorted and filed automatically, with people checking what matters.
- 06Internal knowledge assistantsAn AI assistant that knows your policies, processes and documents, and shows where each answer came from.
From the Journal
Read before you decide.
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AI chatbots have gotten genuinely useful — but they still fail in predictable ways. A realistic look at what to automate and what to leave to humans.
11 Apr 2026 · 5 min read
Next in AI & Automation
AI chatbots & assistants
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