AI agents · Process automation
We design and integrate AI agents and automations for documents, requests and admin work, connected to your ERP, CRM and databases, with clear rules and human oversight where it matters.
It starts with a diagnostic, to pick the right process and decide whether AI is really needed.
The places where AI and automation tend to help are also the most common ones in day-to-day operations.
Invoices, contracts, forms and emails read and retyped by hand into other systems.
Checks, records and updates handled one at a time, always the same way.
Requests that arrive through several channels and wait for someone to read, sort and route them.
Procedures and answers spread across folders, inboxes and people, hard to find when they are needed.
ERP, CRM and spreadsheets holding the same data, kept in sync by hand and not always matching.
Each use case starts from a specific process and connects to the systems your business already uses.
We work with the systems you already have, through their APIs or secure database connections. Before integrating, we check what each system allows.
AI enters your processes with limits defined from the design stage.
Each agent only reaches the data and actions it needs, with its own credentials.
Sensitive steps, such as payments, data changes or replies to customers, wait for a person to approve them.
What the agent received, what it decided and who approved it is recorded, so it can be reviewed and corrected.
Personal data is processed in line with the GDPR, with the purpose, processing location and retention period agreed with you.
We move in stages, so every decision is made with information.
Diagnostic
Analysis of processes, automation opportunities, integrations and risks, and definition of a viable pilot.
Pilot
One process or agent with a defined scope, tests, integrations and success criteria.
Operations
Monitoring, maintenance, evolution and continuous review, with limits defined in the contract.
AI is not mandatory: when a fixed rule or traditional automation solves the problem better, that is what we recommend.
No. The agents connect to the ERP, CRM, APIs and databases you already have. If a connection is not possible or not safe, we tell you during the diagnostic.
Only in the steps we agree with you are safe. Sensitive steps always go through a person, and every decision is logged.
Only what the process needs, with least-privilege access and the same permissions your people already have. Personal data is processed in line with the GDPR.
Then we recommend the fixed rule. AI only comes in where documents, text or requests need interpreting in ways that rules do not cover well.
With a diagnostic of your processes, integrations and risks. It leads to a pilot with a defined scope and success criteria agreed with you.
Tell us about the challenge. In the diagnostic we work out together whether an AI agent, traditional automation or another solution is the right path.
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