Frame
Define the process, baseline and success criteria.
Output: opportunity brief + scopeCapability / 01
AI Agents & Workflow Automation
AI agent development and business process automation for repetitive work across CRM, ERP, email and approved messaging channels. Keep approvals and exceptions with your team.
Where it fits
Work moves without waiting.
For teams coordinating repetitive work across inboxes, spreadsheets and business applications.
What we can build
01Qualify inbound enquiries and route them to the right owner
Start with a defined input and a measurable outcome.
02Research accounts and prepare a sourced sales brief
Connect the work to approved knowledge and tools.
03Track approvals and follow up on stalled requests
Keep exceptions and handoffs visible to the team.
What we need from you
A process map, representative requests, business rules and access to the systems the agent will use.
What you receive
A scoped agent workflow, tool integrations, an approval policy, exception handling and an operating guide.
Designed-in controls
Actions such as sending external messages or changing records can require explicit approval. Permissions are scoped to the task.
How success is measured
Task completion, human intervention, turnaround time and cost per completed workflow.
Can this start with a smaller scope?
Yes. A bounded workflow lets the team test data readiness, quality and adoption before expanding to additional processes.
How do you handle errors?
We agree confidence thresholds, review queues, escalation rules and recovery behaviour as part of the design. The system is tested against difficult cases before rollout.
The build protocolFrom one bottleneck
From one bottleneck
to a working system.
Clear decisions at each stage. Progress measured against the operation, not the number of features shipped.
Connect
Map knowledge, tools, permissions and handoffs.
Output: system architecture + access planProve
Test representative cases, failures and human escalation.
Output: evaluated workflow + acceptance criteriaOperate
Roll out with ownership, monitoring and improvement.
Output: runbook + performance reviewStart with the friction
Bring us the work that should move.
Show us one process, the inputs it depends on and the outcome it should create. We will map the system around it.
Start a working session