We already have our own set of SOPs and folder classification. Is it just a matter of applying AI tools directly on top of them?

Directly applying existing SOPs is a common misconception. Your existing hierarchical filing logic was designed for the human brain; AI accesses information differently. Forcing this approach causes AI to "take detours" or fail to efficiently locate needed information. We recommend separating "structure humans see" from "structure AI reads"—the former maintains layers for operational use, the latter allows core data like quotations, shipping records, and payment status to be accessed flatly and directly. Patisco can help you establish this dual-track data logic within the platform.