AI agency & automation in Lausanne · Microsoft 365 and Copilot for offices and firms
Automated tasks
- Quote generated and sent
- Emails sorted and assigned
- Client follow-up scheduled
Data processed in Switzerland
Artificial intelligence at the office: Copilot, internal agents and automated processes
Lausanne SMEs — service firms, B2B agencies, startups, professional offices — are at different stages with AI. Some have tried ChatGPT individually without a structured approach. Others want to automate a specific process but are unsure where to start. The free AI audit maps your tools, your repetitive tasks and your constraints before recommending a first step that fits your team's capacity.
Lausanne's B2B services sector benefits most from two services: team training on AI tools used in daily work (ChatGPT, Copilot, Claude), and automation of recurring tasks — email processing, report drafting, CRM updates — connected to Microsoft 365 or an existing ERP. Both can be delivered on-site in Lausanne or remotely.
For companies with stricter data requirements — law firms, healthcare, fiduciaries — we deploy self-hosted AI models on Swiss infrastructure. Your documents and client data never leave Switzerland. nFADP obligations are addressed as part of the project, not as an afterthought.
- AI audit to identify the right first project for Lausanne-area teams
- ChatGPT, Copilot and Claude training workshops, on-site in Lausanne or remote
- Process automation with our agentic OS and Microsoft 365
- Self-hosted AI models for law firms, healthcare and fiduciaries
- nFADP and EU AI Act compliance without legal jargon
Internal assistant
AI agent
Connected to the CRM · sourced answers
Automated tasks
DoneEstimated gain · 6 h per week
Indicative pricing for AI training, automation, agents and compliance
Pricing depends on scope: a half-day workshop has a different budget than a process automation or a self-hosted model deployment. The free 48-hour AI audit is the starting point — it produces a clear scope and a realistic quote before any commitment.
- Team profile and role assessment
- Content tailored to your tools and tasks
- Practical exercises on real business scenarios
- Post-session recommendations
Process automation
After workflow audit — agentic OS, Microsoft 365
Book the free AI audit- Workflow audit and scope
- Connector built on your existing tools
- Testing and documentation
- Team handover guide
- Training on your documentation
- Website, Teams or Slack integration
- Human handoff configuration
- Initial monitoring and adjustments
- Model selection and deployment
- Swiss server or your own infrastructure
- nFADP and EU AI Act review
- Team handover and usage documentation
Prices depend on team size, number of integrations, data volume and compliance requirements. The free AI audit clarifies scope and produces a realistic quote before any investment.
Four AI services for Lausanne SMEs: training, automation, agents and data sovereignty
These four services address the most common AI needs of Lausanne-area businesses: giving the team practical AI skills, automating recurring tasks, adding a chatbot or internal assistant, and ensuring data stays in Switzerland when required. Each service is scoped from an audit, not sold as a package.
AI training workshops in Lausanne: ChatGPT, Copilot and Claude for real business tasks
A half-day or full-day session on-site in Lausanne or remote for teams spread across the Lake Geneva region. The workshop covers the tools the team will actually use: ChatGPT for drafting and summarising, Microsoft Copilot for Word, Teams and email, Claude for longer documents. Content is built around real tasks from the company.

Different roles get different exercises: managers focus on email drafting and meeting summaries, assistants on document processing and scheduling support, specialists on research and content generation. No generic demonstration — everything is built on the actual business.
- Half-day or full-day, on-site in Lausanne or remote
- ChatGPT, Copilot, Claude on real business tasks
- Role-adapted exercises for managers, assistants, specialists
- Post-session summary with recommended tools and next steps
- Available for teams of 3 to 20 people
Business process automation for Lausanne businesses: agentic OS and Microsoft 365
Lausanne service companies and B2B teams spend hours each week on tasks that follow a clear pattern: sorting incoming emails, generating client reports, updating CRM records, drafting proposals from templates. These can be automated without replacing judgment — just removing the repetitive steps.

The automation connects to your existing tools: Microsoft 365, your CRM, email, calendar, web forms. Built on an agentic OS we develop and operate, documented clearly, and handed over with a maintenance guide so the team can adjust it without external help.
- Email sorting, report drafting, CRM updates automated
- An agentic OS built on your existing Microsoft 365 and CRM
- Documentation and maintenance handover included
- Scoped after a workflow audit — no overbuilding
- First automation live in days after the audit
AI chatbot and internal assistant for Lausanne businesses
A customer support chatbot trained on your service documentation handles routine questions 24/7 without staff intervention: service details, pricing direction, appointment requests, FAQ answers. Deployed on your website or integrated with Microsoft Teams.

An internal AI assistant lets your team query internal documents — procedures, contracts, service descriptions, knowledge base — in plain language. Useful for Lausanne firms, agencies and professional offices with large document sets that are hard to search manually.
- Customer chatbot on website or Microsoft Teams
- Trained on your documentation and FAQ
- Internal assistant for procedures and contracts
- Handoff to human agent for complex cases
- Data stays in Switzerland throughout
Self-hosted AI for Lausanne: Swiss data, nFADP and EU AI Act compliance
For Lausanne law firms, healthcare providers, fiduciaries and B2B companies handling sensitive client data: public AI APIs are not always an option. We deploy local AI models on Swiss infrastructure or your own server, so no client data is processed through external cloud services.

The nFADP compliance review covers what your use cases actually require: transparency, data minimisation, documentation, and what to do when AI supports decisions about individuals. Practical actions, not a theoretical legal report.
- Self-hosted AI models on Swiss infrastructure or your server
- No data sent to US or EU cloud providers
- nFADP compliance review adapted to Lausanne sectors
- EU AI Act risk classification for your use cases
- Suitable for legal, healthcare, fiduciary and finance
- 01
Free AI audit — Lausanne context
Remote or on-site audit covering your tools, processes, repetitive tasks, team profile and data constraints. For Lausanne: B2B services, professional offices, startups, mixed team levels.
- 02
Prioritised starting points
Two or three concrete AI opportunities identified — the team training that builds habits, the automation that saves hours each week, the chatbot that extends availability.
- 03
First project scoped
One starting point selected: clear scope, realistic timeline, defined output. No overbuilding — the first project must prove its value before the next one is started.
- 04
Delivery and integration
Workshop, automation or chatbot delivered against your actual tools. On-site in Lausanne or remote. Tested before handover.
- 05
Team handover
The team learns to use and maintain what was delivered. For Lausanne professional offices: documentation covers the tool and any compliance considerations.
- 06
Support and expansion
After the first project, the next automation or chatbot is easy to scope. We cover Lausanne and the Lake Geneva region on-site or remotely.
Why not use a large tech vendor or a generic AI training programme for Lausanne
Lausanne's B2B and service sector has specific expectations for an AI partner: practical delivery, no overbuilding, integration with the tools already in use, and a provider who understands both the technology and the business context of a Swiss professional services firm.
Practical AI, not a strategy deck
The deliverable is a working automation, a trained chatbot or a team that knows how to use AI tools on their actual tasks — not a 50-page AI strategy document. The audit identifies what is worth doing. The project delivers it.
AI that integrates with what you already use
The automation connects to Microsoft 365, your CRM, your email. The chatbot is trained on your existing documentation. No new platform to learn, no migration, no vendor lock-in.
Client data confidentiality: nFADP audit before any deployment
For Lausanne law firms, healthcare providers and fiduciaries: sensitive client data is processed on Swiss infrastructure. The compliance review covers what your specific use cases require under the nFADP.
Single partner for AI and its infrastructure
We cover the AI and the IT infrastructure it runs on for French-speaking Swiss SMEs. The chatbot integrates with the Microsoft 365 environment. The automation connects to the IT infrastructure. No three-vendor coordination problem.
FAQ: Copilot, nFADP and Microsoft 365 automation for Lausanne offices
These questions cover what Lausanne SMEs and professional offices actually ask before starting an AI project: where to begin, Microsoft 365 configuration, which tasks to automate, nFADP obligations, chatbot integration, and what happens after delivery.
AI services available across French-speaking Switzerland
We deliver AI training, automation, chatbot deployment and sovereignty consulting across the region — on-site or remotely depending on the project.
Start with a free AI audit for your Lausanne business
A 48-hour audit to map your processes, tools, data constraints and team readiness before any AI investment. You leave with a concrete first step, a clear compliance picture and a realistic scope — without commercial pressure.
- No-obligation audit
- Reply within 48 business hours
- Swiss partner, data stays in Switzerland