About
Palmetto Intelligence designs and implements AI-enabled workflows for organizations with repetitive, information-heavy work.
Our background in senior IT roles shapes how we approach automation. We consider reliability, security, who can access what, what happens when something is unusual, and whether your team can confidently own the workflow after it is built.
Our approach
Senior IT judgment. Practical automation.We start with the repeated work itself: where it begins, who touches it, what decisions have to be made, and where it tends to slow down or go wrong.
We work with the tools your team already depends on, including Microsoft 365, vendor portals, email, Excel, Google Sheets, and other business systems.
We redesign the full workflow, not just the individual tasks inside it. AI and automation can carry information forward, prepare the next step, and keep work moving. AI can analyze, recommend, and make decisions within the workflow, with predefined exceptions routed to the right person when an exception calls for human review.
The result is a process your team can operate, with clear ownership, reliable handoffs, and technology that supports the work from end to end.
Adoption is part of delivery. We train your team on practical AI usage and on the exact workflows we implement so people can run, troubleshoot, and improve automation with confidence.
Why now
The useful part is not the demonstration. It is taking work that consumes attention every week and turning it into a process the team can understand, trust, and improve.
Read the research behind this ideaThese protections are built into every engagement.
A clearer way to work, with AI and automation built into the process instead of added around the edges.
Ownership, handoffs, decisions, and exceptions are designed as one connected workflow.
AI can analyze information, recommend next steps, and make decisions within defined boundaries.
Predefined exceptions go to the right person when they call for human review.
Security, access, alerts, and failure handling are built into the way the process runs.
Your team receives the training, documentation, and visibility needed to operate and improve the workflow.
You can see what happened, what was decided, and where something needs attention.
No pitch deck required. Tell us what is slowing the team down and we will help sort out the practical next step.
Show us the workflow