B2B System
The work platform for projects, tasks, documents, financial workflows and approvals. It also works entirely without AI.
View ↗AI agents for the office · B2B System You set the goal. AI assistants prepare everything for your approval.
An AI lead breaks your goal down into tasks and hands them to AI assistants for finance, operations, sales and HR. They check your data, write results into the tasks and report every morning what needs attention. Every action waits for your approval.
One concrete process is enough to get started.
WHAT IS WHAT?
AI Office and B2B System.
The AI Office always runs inside the B2B System. You can use the B2B System without the AI Office.
AI Office
AI assistants inside the B2B System: they prepare tasks, turn enquiries into draft quotes and report what needs attention. A person approves every action.
AI OFFICE ON VIDEOYou set the goal.
You set the goal.
AI assistants prepare tasks, you approve them.
Two workflows, one minute each: a goal for the whole team and a customer enquiry that becomes a quote.
THE REAL INTERFACEHow the
How the
AI office works.
The views one by one
B2B System · Muster Logistik GmbH (demo)
016 steps · result per AI assistant
Demo with the fictional company “Muster Logistik GmbH” (German interface). All names, amounts and dates are sample data.
WHAT IT DOESSix things
Six things
that run today.
Goal → tasks
The AI lead breaks a goal down into two to six tasks. Each AI assistant checks its area and writes the result straight into the task.
Approval by people
New task, status change, CRM entry or call: every action waits for your approval. Every step is logged.
Meeting → tasks
Notes or a transcript become decisions, open questions and tasks with owners and deadlines.
Company knowledge
Wiki, records, attachments and rules, each with source, date, version and approval status. The AI only uses approved content and flags contradictions.
Morning report
Every morning: what needs attention and who does what by when. Repeats are merged.
Quote from an enquiry
A customer enquiry by voice or text becomes a quote with items and prices from your catalogue. Missing prices are flagged.
IN USEDaily at
Daily at
a crane rental company.
At a crane rental company the morning report arrives every day. For one construction project, a single run found four tower cranes due for erection with conflicting dates, three contracts without a next step and mismatched customer names in the invoice register. A person made each decision.
WHAT IT DOES NOT DO
Clear limits.
No e-mails
The AI office does not send e-mails and does not trigger payments.
No decisions on its own
It prepares and proposes. Anything external is approved by a person.
Costs under control
AI costs are visible per feature, with a monthly budget and a hard stop.
GETTING STARTED
In four steps.
Connect data
Tasks, customers, orders and invoices via Excel import or an interface.
Define roles
Which AI assistants exist, what they may read and which actions they propose.
Set approvals
Who approves, what may run automatically and what never does.
Start with one goal
One real goal per week. Then you decide based on the results.
PROJECT CONCEPTS
Workflows you can tackle with this.
Examples with workflow, deliverable and pilot scope. They are concepts for a first pilot, not completed client projects.
AI & software
From a customer enquiry to a reviewed quote and order.
We develop a workflow that matches requested items to your catalogue and prepares a quote for review. In a pilot covering one product group, your team controls pricing, availability and approval.
See the workflow & deliverables ↗NEXT
Related to this page.
Where this already runs
What it costs
Who it is for
THE NEXT STEP
What should work better in your business?
Tell us about a process that takes up your team’s time. We discuss where automation could help and what is needed to define the next step.
Which goal would you give the AI office first?
HEINRICH SCHNEIDER / DDC
heinrich@ddc.companyPrefer email? Write to us directly.
Contracting party: M2D GmbH, Am Turm 11, 53721 Siegburg · initial call free of charge · Pricing · Security & data protection