A redesigned process
We map the work step by step with the people who do it. Then we agree which steps the agent takes on and which stay with a person.
We redesign the process, build the agent and keep it running. Your team approves the steps that need a person.
Illustrative · agent run · Procurement
Running · step 1 of 5
The agent is checking the request.
If nobody agrees who approves a request or which spreadsheet is correct, those decisions need to be settled before an agent can follow the process.
We map how the work is done today, remove unnecessary steps and agree which tasks the agent will handle.
We map the work step by step with the people who do it. Then we agree which steps the agent takes on and which stay with a person.
The agent works inside the tools your team already uses, such as email, your finance system or your CRM.
For example: it receives a supplier request, checks for duplicates, verifies the documents, asks your team to approve, then creates the supplier record.
You decide what the agent can do on its own and what needs a person’s sign-off.
The activity log records the steps taken, the results and any approvals, so your team can review each run.
We agree on one measure, record the starting point and set a target. Reports compare the results with that starting point and account for running costs.
For example: hours spent onboarding suppliers each week.
The schedule below is illustrative and shows a 12-week project. Allow 8–12 weeks for a first agent; we agree your schedule before work starts. Ongoing support is covered by a separate monthly retainer.
Weeks 1–3
We sit with the people who do the work, map every step and record today’s baseline. We remove unnecessary steps and agree where a person approves.
Weeks 4–8
We build the agent and test it on real past cases, including the awkward ones, before it touches live work.
Weeks 9–12
The agent handles live work while your team checks its output. We expand its scope only after reviewing the results with you.
Ongoing
On a monthly retainer, we monitor the agent, fix issues and update it when your process changes. You get a regular report on the agreed measure.
Before we build, we agree what data the agent can access, where it’s processed and who can use it.
The agent can only use the systems and actions you approve. You can pause it at any time. You own the agent and any custom work we build for it.
Our monthly retainer covers maintenance as your processes, documents and software change.
We agree what is covered, set the fee to match and report on the measures you chose.
You may need to choose a process or prepare its information before building an agent.
Tell us about a task your team repeats every week. On an initial call, we’ll discuss whether an agent could help, what we’d need to check and whether a simpler tool could do the job.