Phase 1
Focused discovery
We start by mapping the workflows where AI copilots can deliver real value, with the people who own those workflows. Usually a couple of weeks of structured conversations, not a strategy document.
Practical AI for real B2B workflows
AI Copilots & AI Assistants for B2B Teams
AI copilots and AI assistants — Custom GPTs, Claude Projects, Microsoft Copilot, OpenAI Assistants — integrated into the workflows your team already uses. Designed for clarity, consistent adoption and realistic delivery.
Patterns we see often
Why most AI initiatives stall
Your team uses ChatGPT informally, but quality and consistency vary too much to rely on.
Custom GPTs and AI assistants are built by individual team members and don't scale across the team.
Knowledge lives in scattered prompts, personal accounts and Slack threads, instead of accumulating as a team asset.
AI tooling spend keeps growing, but the productivity improvements your team expected can be slow to land.
Data handling and security are unclear. Sensitive context is going into public AI tools without clear rules.
Many AI consultants focus on strategy documents and frameworks. What's harder to find is consistent, hands-on implementation that lands inside your team's day-to-day work.
AI copilots and AI assistants built around your team's real workflows
Run by Beatriz, founder of Global AI Consulting, we help B2B teams and growing companies move from scattered AI experiments to consistent, useful AI inside the workflows they already use. We work with the AI tools that are already strong — Custom GPTs, Claude Projects, Microsoft Copilot, OpenAI Assistants — and focus on integration, adoption and clear scope, instead of abstract AI strategy. Most projects start with a focused pilot before scaling, with phased work across discovery, build, adoption and handover.
How implementation usually unfolds
From discovery to AI copilots your team actually uses
Phase 2
Tool selection
We choose the right base for each copilot — Custom GPTs, Claude Projects, Microsoft Copilot Studio, OpenAI Assistants or a combination — based on your stack, security posture and team. We have a point of view on what fits where; we're not loyal to any vendor.
Phase 3
Build and integration
We design and configure the copilots, connect them to the tools your team already uses (HubSpot, Slack, Notion, Linear, Salesforce, others), and validate them against real team scenarios before rollout.
Phase 4
Team adoption
We bring the team in deliberately. Training, an internal lead who owns the day-to-day, a clear use guide, and feedback loops in the first weeks of real use. In practice, AI initiatives tend to slow down at adoption more than at technology, so we work on it from the start rather than at the end.
Phase 5
Governance and security
Clear rules for what data goes where, which enterprise tiers we use, how knowledge is updated, and how the copilots are reviewed over time. Built into the work, not added at the end.
Phase 6
Handover and ongoing support
We leave your team able to operate the copilots without us — documentation, internal owner, maintenance guide. Optional ongoing advisory is available if you want a second pair of eyes over time.
Consistent quality across the team, instead of AI use that depends on the individual.
Knowledge and prompts that accumulate as a team asset, not lost in personal accounts.
Real integration with the tools you already use, not a separate AI silo.
Clear scope and a realistic timeline you can actually plan around.
A security and governance posture you can defend to your CTO and your customers.
A team using AI in their daily work, not just talking about it.
What to expect from this kind of work
Do you build production AI systems from scratch?
No. We help teams implement and integrate existing AI tools — Custom GPTs, Claude Projects, Microsoft Copilot, OpenAI Assistants — into their workflows. If you need a production AI engineering team to build custom models, we can point you toward partners who specialise in that. It's not what we do.
How long does a typical project take?
It depends on scope, but most engagements are phased: discovery, build, integration, adoption and handover. For many teams, a focused implementation can be scoped over weeks, not months of abstract strategy. We usually recommend starting with a focused pilot before scaling, so you see real results before committing to a larger rollout.
What if our team doesn't have internal AI expertise?
That's typical. Most teams we work with have curious people but no dedicated AI engineering. We work alongside an internal lead — usually a founder, CTO or a curious team lead — and the people who own the relevant workflows. The work is process design and integration, not custom model engineering.
How do you handle data security and IP concerns?
It's part of discovery. Depending on your stack and risk profile, we work with enterprise tiers — ChatGPT Enterprise, Claude for Work, Microsoft Copilot — where your data is not used to train models, plus API-based integrations where data flow can be controlled. We won't recommend solutions that conflict with your security posture.
Will the copilots still work after the project ends?
Yes, that's a core part of how we work. Every project includes documentation, training and a maintenance guide so your internal owner can keep things running. Optional ongoing advisory is available if you want a second pair of eyes over time, but the implementation isn't dependent on us being there.
Can you guarantee specific productivity outcomes?
No, and you should be cautious of anyone who promises that. What we can do is design AI copilots that match your team's actual workflows, measure adoption and output, and iterate. The biggest variable is how your team integrates AI into their daily work — which is why adoption is built into the project, not treated as an afterthought.
Ready to build AI copilots your team will actually use?
An initial conversation is the cleanest way to find out if this fits. Honest scoping, practical recommendations, and a clear sense of what implementation would look like for your team. No pressure to commit, and we'll be straight with you if we're not the right fit.
Book a free consultation