AI & Custom Automation

AI automation for document processing, lead routing and reporting

Hierarchy is an AI and automation agency based in Zurich, serving SMEs across Switzerland. We automate repetitive, rule-based processes with custom AI — from document processing to lead qualification and routing to automated reporting. You keep control over every important decision; the AI handles the volume and the busywork. That gives your team back time for the work that actually matters.

00 / The challenge

The problem: your team spends too much time on manual work

In most SMEs, valuable time goes into repetitive tasks: copying data from A to B, sorting requests, capturing documents, assembling reports. This work is necessary, but it doesn't use your people's skills. Off-the-shelf tools hit a ceiling as soon as inputs are unstructured. That's exactly where custom AI automation comes in — it understands language, documents and context, and handles the normal case reliably.

01

What we build

End-to-end
Service / 01

Document & invoice processing

AI reads invoices, emails and PDFs, extracts the relevant fields and passes them to your systems in a structured way — no manual retyping.

Service / 02

Lead routing & qualification

Incoming requests are scored, enriched and routed to the right person automatically — faster, more consistent, fully traceable.

Service / 03

Reporting & dashboards

Recurring reports are generated automatically from your data sources — always current, no weekly click-together.

Service / 04

Custom AI agents & workflows

Where standard tools fall short, we build bespoke agents and integrations that fit exactly how your business runs.

02Delivery systemSprint-based

How we work

04 focused stages
01

Audit & prioritise

We map your processes and pick the lever with the biggest, fastest impact.

02

Build

We automate the normal case, define exceptions and connect your systems.

03

Human in the loop

Critical decisions and exceptions stay with your team — AI handles the volume.

04

Measure & scale

We measure time saved and quality, then roll out what demonstrably works.

03Business outcomesMeasurable

What changes

  1. 01

    Noticeably less repetitive work — your team focuses on what matters.

  2. 02

    Faster, more consistent handling of requests, documents and reports.

  3. 03

    Clear traceability: every automation is measurable and auditable.

  4. 04

    Human in the loop — automation reduces noise, not control.

04

AI Automation in practice

Case studies

Frequently asked questions about AI Automation

01What does getting started with AI automation cost?+

You usually start with a single, clearly scoped process rather than a big platform. What matters is a high-volume process with a clear outcome — so the automation often pays for itself within a few months. You get a transparent estimate up front.

02Which processes should we automate first?+

High-volume processes with clear rules pay off fastest: document processing, lead routing, reporting and standard requests. They have low setup effort and immediately measurable impact.

03Does automation replace jobs?+

In practice, automation shifts work from processing volume to handling exceptions. AI takes the routine; judgement and escalation stay with people — the team is relieved, not replaced.

04Is this compliant with Swiss data protection (revDSG)?+

Yes, when it's built right. We rely on data minimisation, transparency, human oversight and — where needed — EU/Swiss-hosted or self-hosted models, so your data never leaves a compliant boundary.