Agentic workflows

AI agents that take the busywork, with a person in charge.

Talk to us about an agent

What is an agentic workflow?

A chat assistant answers one question at a time. An agent works through a whole task: it reads the request, looks up what it needs in your systems, does the work and hands it to a person to check.

How it works

One task, start to finish.

  1. 1

    Something comes in

    An email, a form, a new job or a time of day.

  2. 2

    It looks things up

    Through MCP connectors, with your permissions.

  3. 3

    It does the work

    Following your rules from the business brain.

  4. 4

    A person checks

    Approve, tweak or send it back.

  5. 5

    Done and logged

    Every step recorded, so you can see what happened.

Agents reach your systems through MCP connectors.

Where they help

Repetitive, multi-step work your team should not be doing.

If it follows the same steps most of the time and pulls from more than one system, it is usually a good fit.

Quoting

Reads the request, pulls pricing and stock, and drafts the quote for someone to send.

Reporting

Gathers the numbers from each system and builds the weekly report, ready to review.

Customer replies

Sorts incoming emails and tickets, looks up the order or job, and drafts the reply.

Job and admin follow-ups

Spots what is overdue or missing and chases it, or flags it to the right person.

Onboarding

Sets up new customers or staff across your systems from one checklist.

Document checks

Reads contracts, forms or plans and highlights what needs a closer look.

How we do it

Safe, and in the right order.

The rules every agent follows

  • A person signs offAgents draft and prepare. Anything that goes to a customer or changes money waits for a person.
  • Read-only until trustedAgents start by looking and drafting. Doing more is a deliberate switch, once it has earned it.
  • Every step loggedYou can see what an agent looked at, what it did and why.
  • Built on your business brainYour rules and processes, written down once, so every agent works the way you do.

How we build one

  1. 1Map the processWe sit with the people who do the work today and write down every step.
  2. 2Build and testOn real examples, until it gets it right.
  3. 3Run it alongside your teamThe agent drafts, your team checks, and we tune it together.
  4. 4Look after itWe keep it working as your systems, rules and needs change.

Got a task that eats your week?

Tell us about it. We will tell you honestly whether an agent is the right fit.

Book a 30 min call