Workflow guide · Agriculture and the environment

Forestry services
AI and automation with human control.

Where should automation for forestry services start?

Start with a specific workflow: location and forestry work preparation. AI can help organise information and prepare tasks; a person should review exceptions and approve business decisions.

Gather tasks, batches, resources and field observations to prepare schedules and job reports. Check data before proposing actions affecting crops, animals or environmental management.

Scope of the first pilot
AreaProposal to assess
Initial workflowLocation and forestry work preparation
Human reviewReview agronomic decisions, welfare, traceability and environmental requirements.
What to measureIncomplete reports, overdue tasks and recording time per campaign.
Condition for proceedingCheck permissions, data quality and pilot outcomes before expanding the workflow.

An initial workflow to assess

Location and forestry work preparation

For a business such as forestry services, start with this bounded workflow. Gather incoming requests and the steps you repeat before deciding which parts are suitable for automation.

  1. Collect

    Create a record for “location and forestry work preparation” with required information, request status and the person responsible for review.

  2. Prepare

    Connect the record to your tools. Prepare a draft or task, check for missing information and retain a history of changes.

  3. Review and close

    Review agronomic decisions, welfare, traceability and environmental requirements. Record approval and the outcome before marking the workflow complete.

What to prepare before connecting tools

  • Real request examples, removing personal data that is not necessary.
  • A list of tools, fields and statuses you currently use.
  • Approved information for the workflow: location and forestry work preparation.
  • A person responsible for approving exceptions and a procedure for returning to manual work.

What should remain under your control

Review agronomic decisions, welfare, traceability and environmental requirements.

Set minimum permissions, review drafts before sending and stop the workflow when information is incomplete or no answer has been confirmed.

How to assess whether it adds value

Incomplete reports, overdue tasks and recording time per campaign.

Record these measures during a week of manual work and compare them with a pilot of the same scope. Include reviews and corrections in total time: fewer steps are not enough if error correction creates more work.

Guides to explore the workflow

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Questions before you start

Can every part of forestry services be automated?

We do not assume so. This guide proposes assessing specific administrative tasks. Service delivery, physical work and professional decisions may require people and specific obligations.

Which tools do I need?

It depends on your existing tools and their integration permissions. Start with your calendar, documents or management system and validate which information can be read and written. We do not assume an integration works before checking it.

How do I request access information?

Join the waitlist or email jm@unapersona.es with your activity, the workflow you want to improve and the tools you use.

Illustrative organisation and automation proposals. Feasibility, qualifications, permissions and obligations for each activity must be checked before implementing a workflow.

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