No clear starting point
Dozens of ideas, no evidence on which will pay off — so nothing gets prioritized.
What it costs youBudget spent on the wrong pilots
AI consulting · Implementation · Training
Audit it. Build it. Teach it. Your AI partner, end to end.
Yan Soft Labs is the AI consulting, implementation and training partner for growing companies and enterprise teams. We audit your operations, shape your AI strategy, build agentic AI and automation workflows — and train your people to run them.
- Consulting before any build
- Human-in-the-loop by design
- Vendor-neutral · no lock-in
- 01 · Business triggerForm submitted: “Need help automating our onboarding”
- 02 · AI agentSales intake agent
- 03 · ReasoningReads the request, checks company fit and urgency
- 04 · Business toolsCRM · Company data · Calendar
- 05 · Automated actionCreates lead, drafts a tailored reply with meeting slots
- 06 · OutcomeLead answered while interest is high
Vendor-neutral across the platforms you already run — technologies, not client logos
OpenAI, Anthropic Claude, Google Gemini, Mistral, Open-weight models, HubSpot, Salesforce, Pipedrive, Zoho CRM, Zendesk, Intercom, Freshdesk, Gorgias, Google Workspace, Microsoft 365, Slack, Microsoft Teams, Notion, QuickBooks, Xero, NetSuite, Stripe, Shopify, WooCommerce, BigCommerce, n8n, Make, Zapier, Power Automate, PostgreSQL, BigQuery, Snowflake, AWS, Azure, Google Cloud
One partner, three disciplines
Advise. Implement. Enable.
Most AI programs stall in the hand-offs — between the strategy firm, the vendor and the people expected to use the result. We cover all three, so nothing gets lost.
Know where AI pays off — before you invest.
We audit processes, data, systems and skills, then turn the evidence into an AI strategy, governance model and roadmap your leadership can back.
- Independent AI audit & readiness assessment
- Audit of AI systems you already run
- Use-case portfolio, ROI and operating model
- Responsible-AI policy and governance
Put agentic AI and automation into production.
After consulting and scoping, we build AI agents, agent workflows, automations and integrations — tested on your real examples, governed, monitored and handed over.
- Agentic AI & multi-agent systems
- AI agent workflows across your tools
- Document, email and reporting automation
- Generative AI grounded in your knowledge
Teams that use, build and govern AI with confidence.
Practical AI training for leaders, every team and internal builders — on your own tools and workflows — so adoption sticks and capability stays in-house.
- Executive AI briefings
- Generative AI for every team
- Agentic AI & automation builder labs
- AI champions and train-the-trainer
The problem
AI ambition is high. Real results are rare.
The technology is ready. What’s usually missing is clarity on where to start, systems that work in production, and people equipped to use them.
Pilots that never ship
Impressive demos that lack integration, security, testing and an owner.
What it costs youStalled momentum and sceptical leadership
Busywork between systems
Copy-paste, inbox triage and spreadsheet reporting eat skilled people’s week.
What it costs youSlow responses and costly errors
Teams without AI skills
Licenses bought, adoption low, and unsafe use of public tools.
What it costs youWasted spend and data risk
Capabilities
Everything a serious AI program needs
Strategy, audit, agentic AI, automation, generative AI and training — delivered by one accountable team.
Agentic AI & AI agents
Specialist agents that reason, use your tools and hand off to people at the right moment.
AI audit
Evidence first: readiness, opportunities and risk — scored.
AI training
Leaders, teams and builders — hands-on, on your tools.
AI agent workflows
Agents, people and systems connected in one governed flow.
Strategy & governance
Roadmap, operating model and responsible-AI policy.
Generative AI & knowledge
Grounded answers and drafts with sources you can verify.
How we engage
Consulting first. Then we build what’s justified.
We never automate a process we haven’t understood. Every engagement starts with a conversation and an audit, so what we implement — and what we train — is grounded in evidence.
Consultation
A strategy call to understand your goals, constraints and where AI might help. No sales script, no build talk yet.
AI audit
We map processes, data, systems and skills, and score every opportunity by value, effort and risk.
About the AI auditStrategy & roadmap
Priorities, governance, architecture and success measures agreed in writing — you decide what gets built.
Implementation
Agentic AI, automations and integrations built in focused sprints, tested on your real examples.
Training & adoption
Leaders, teams and builders trained to use, supervise and improve what was built.
About AI trainingOptimize & scale
Measure against the baseline, improve, and expand to the next priority on the roadmap.
Agentic AI in practice
Specialist agents we design, build and train your team to run
Not one “do-everything” bot — focused agents with narrow permissions and a named human checkpoint, customized to your workflow after the audit.
Intake Agent
Sales & client intake
Reads every inbound inquiry, qualifies it against your criteria, enriches the record and books the right next step.
- CRM
- Calendar
Rep approves replies to new accounts
Triage Agent
Customer support
Classifies tickets, pulls order and account context, resolves routine requests and prepares the rest for your team.
- Helpdesk
- Order data
- Knowledge base
Refunds above a threshold need approval
Document Agent
Finance & operations
Extracts and validates data from invoices, applications and forms, then files it in the right system.
- Inbox
- Accounting / ERP
- Storage
Low-confidence fields go to review
Research Agent
Sales & strategy
Builds account briefs and market summaries from approved sources, with citations for every claim.
- Web sources
- CRM
- Docs
Analyst reviews before sharing
Reporting Agent
Leadership & ops
Compiles recurring reports from live data and writes the commentary your managers used to write by hand.
- Data warehouse
- Sheets
- Slack
Owner signs off monthly packs
Knowledge Agent
Whole company
Answers staff questions from your policies and procedures, and shows where each answer came from.
- SharePoint / Drive
- Wiki
- Teams / Slack
Respects document permissions
Free self-assessment
How AI-ready is your organization?
Six quick questions. You’ll get a readiness profile across strategy, processes, data, systems, skills and governance — and the engagement we’d recommend as your first step.
- Takes about a minute
- Runs in your browser — nothing is sent
- Discuss your result on a free strategy call
Before vs after
What changes when AI is implemented properly
AI strategy
Before: Scattered pilots and opinions; no agreed priorities or policy.
After: An evidence-based roadmap, governance and owners for every initiative.
Inbound leads
Before: Read when someone has time; details copied into the CRM by hand.
After: Qualified, enriched and answered by an agent; reps approve and focus on conversations.
Documents & reporting
Before: Details re-typed from PDFs; Friday afternoons lost to spreadsheets.
After: Fields extracted and matched; reports compiled with a first-draft commentary.
Team capability
Before: Licenses unused; staff unsure what’s safe.
After: Confident, trained teams and internal champions who build their own workflows.
How agentic AI works
Signals in. Decisions made. Work done.
A business event arrives, an AI agent interprets it within your rules, your tools are updated, and one clear outcome is delivered — with a person in the loop wherever it matters.
- Signals from email, forms, tickets and systems
- Agent core reasons with your rules and data
- Tools updated through secure integrations
- Outcome delivered, logged and measurable
AI training
Capability that stays when we leave
Training is not an add-on. It’s how AI adoption sticks. Every program is built around your tools, your policies and real work from your teams.
Leaders
AI opportunity, risk and governance for leadership teams and boards.
ExploreEvery team
Role-based, hands-on workflows for sales, ops, finance, HR and support.
ExploreBuilders
Design, build, test and govern AI agents and automation workflows.
ExploreChampions
Internal AI champions who keep capability growing after we leave.
ExploreIndustries
Built for how your industry actually works
Professional Services
Client intake agent · Proposal & report drafting
Explore
E-commerce & Retail
Customer support agent · Catalog content automation
Explore
Financial Services
Document intake & extraction · Onboarding orchestration
Explore
Healthcare Operations
Patient inquiry assistant · Referral & form processing
Explore
Real Estate
Lead response & qualification agent · Listing content assistant
Explore
Logistics & Supply Chain
Shipping document processing · Proactive status updates
ExploreIntegration ecosystem
Connected to the tools you already run
No rip-and-replace. Agents and automations read from and act in your existing CRM, helpdesk, finance, documents and data — through secure, least-privilege integrations.
Business outcomes
What every engagement is designed to deliver
We agree the measures with you before we build or train — and capture a baseline so results can be compared honestly.
Confident AI decisions
Investment directed by evidence, not hype — with governance leadership trusts.
Less repetitive work
Hours of copy-paste, sorting and re-typing handled by agents and automation.
Faster response times
Leads, customers and colleagues answered while it still matters.
Scalable operations
More volume handled without adding the same amount of admin.
Adoption that sticks
Trained teams and champions who use and improve AI every day.
Safer AI use
Clear policy, human checkpoints and audit trails across every system.
- 1–3 weeks
- Typical AI audit
- 3 disciplines
- Advise · Implement · Enable
- 8 services
- One accountable team
- 24/7
- Automations work around the clock
Why Yan Soft Labs
Strategy, engineering and training — without the hand-offs
How our model compares with the usual ways companies source AI help.
| Capability | Yan Soft Labs | Strategy-only consultancy | Tool vendor / platform | Freelance builder |
|---|---|---|---|---|
| Independent AI audit & strategy | Yes | Yes | No | Partial |
| Builds production agentic AI & automation | Yes | Partial | Partial | Yes |
| Trains your teams to own it | Yes | Partial | Partial | No |
| Vendor-neutral recommendations | Yes | Yes | No | Partial |
| Governance & human-in-the-loop by design | Yes | Partial | Partial | No |
| You own the code and documentation | Yes | n/a | No | Partial |
Ways to work with us
Start small. Scale with evidence.
Most clients start here
AI Audit
Readiness baseline, scored opportunity map and a recommended first project.
Explore the auditStrategy & Roadmap
Use-case portfolio, operating model, governance and a phased, funded plan.
Explore strategyImplementation Sprints
Agentic AI, automation and integrations built, tested and deployed in focused sprints.
Explore implementationTraining Programs
Executive briefings, team workshops and hands-on builder labs on your own tools.
Explore trainingOptimize & Support
Monitoring, evaluation, improvements and office hours after go-live.
Talk to usSolution blueprints
Reference designs for systems we build
We publish client case studies only with permission and verified numbers. Until then, these blueprints show exactly how we approach common problems — and what we measure.
Speed-to-lead system for a B2B services firm
Inbound inquiries arrive through a web form, email and LinkedIn. A partner reads them when they can, often a day later, and copies details into the CRM by hand.
Learn moreAccounts-payable document automation
A finance team receives supplier invoices as PDFs in a shared inbox, keys them into the accounting system and chases approvals over email.
Learn moreSupport triage and resolution for an online retailer
A small support team spends most of its day on order-status, returns and delivery questions, leaving complex cases waiting.
Learn moreFAQ
Frequently asked questions
Do you work with small or large businesses?
Both. We work with growth-focused SMBs, mid-market firms and enterprise teams. The audit scales to the size of your organization.
Do you only build AI systems?
No. We start with an audit and a strategy to make sure AI is applied where it actually makes sense. Sometimes the right answer is a simple workflow automation — or a process change with no AI at all.
Is AI a replacement for our team?
No. We design AI to augment people — taking on repetitive work so your team can focus on customers, judgment and higher-value tasks.
How long does an AI audit take?
Typically one to three weeks, depending on the number of teams, processes and systems involved.
What is the difference between AI agents and workflow automation?
Workflow automation follows fixed rules to move data between systems. AI agents can interpret unstructured inputs and decide the next step within the limits you set. Most production systems combine both.
Which tools and AI models do you work with?
We are tool- and model-agnostic: leading LLM providers such as OpenAI, Anthropic and Google, automation platforms such as n8n, Make and Zapier, and custom code when needed — connected to your existing CRM, helpdesk, ERP and data.
How do you handle data security and privacy?
We follow least-privilege access, minimize the data AI models see, choose provider configurations that do not train on your data where available, log every automated action, and document where data is processed.
Do you offer AI training for our teams?
Yes. We run executive AI briefings, role-based generative AI workshops for every team, and hands-on agentic AI and automation labs for builders — customized to your tools, processes and policies.
Do you build during the first conversation?
No. Every implementation starts with consulting: we understand your goals, audit the relevant processes and agree scope and success measures before anything is built.
Who owns what you build?
You do. We hand over code, configuration and documentation, and train your team so you are not dependent on us.
Let’s find where AI will pay off for you
Book a free 30-minute strategy call. We’ll discuss your goals, tell you honestly where AI fits — and where it doesn’t — and outline the right first step: an audit, a training program or an implementation.
- 30 minutes, no obligation
- Honest fit assessment
- Clear next step