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Automation and AI agents

We build AI agents and automations that do your repeat work. An AI agent is software that reads each case, picks the next step, uses your tools and hands the unusual cases to a person. First we map how the work really runs. Every agent keeps a log, has a route to a named person, and has an off switch.

How we deliver it

How we build it

Most operational work is one decision, repeated again and again by someone who is overqualified to be making it. We map that decision and write it down. Then we give it to an AI agent that reads what your team reads and uses the tools your team uses. It passes on only what needs a person.

  1. 01

    We map the process

    We sit with the people doing the work and trace the process as it really runs, exceptions included. We sort every step into fixed rules, judgement that can be written down, and judgement that stays with a person. The map is yours whether or not you build anything.

  2. 02

    We design the agents

    We design around the decisions the process makes, and fit the tools afterwards. One supervising agent holds the goal. Specialist agents each own one small task, with clear rules for what they receive and what they hand back. Every branch has an escalation route: the named person a case goes to when the agent is unsure.

  3. 03

    We connect your tools

    An agent is only as useful as what it can reach. We connect it to your customer records, billing, support desk and internal services, with proper error handling. We keep them in step, so two systems never hold two versions of one record. Where a connection does not exist, we build one, because a script that clicks through a screen breaks the week the screen changes.

  4. 04

    We test it and watch it

    Before launch we build a test set. It is a set of your own past cases that we run the system against, so its accuracy is a measured number, not a promise. In production every run is recorded from start to finish. We re-run the tests to catch drift, which is when results slowly get worse because the world or the AI model changed. One action, the off switch, stops the workflow. You see what it decided and why, on every case.

More about Automation and AI agents

What is an AI agent?

An AI agent is software that is given a goal and works towards it by itself. It reads the case in front of it, decides what to do next and uses the tools it is connected to. Then it checks what came back and carries on, tries again or hands the case to a person.

It is not a chatbot. Nobody types a question to it. It starts from a queue, a message from another system or a schedule. It acts on your own systems, and what it hands back is a finished job.

We build agents for work like sorting new enquiries and support requests, drafting first replies and pulling details from invoices into your records. They also handle orders that go wrong and research before a sales call.

What is an agentic workflow, and how is it different from automation?

An agentic workflow is a process built from AI agents. It is the same idea as an AI agent, seen as a whole process.

Automation is software that does a repeat task the same way every time. An AI agent is automation that can cope with cases nobody planned for. A chain of fixed triggers and actions breaks when reality turns up in an unexpected shape. An agent expects variety, because variety is most of what operational work is made of.

Both have a place. We use plain automation where the rules never change, and an agent where each case needs reading.

Where does automation pay off?

The work worth building has a shape. It has plenty of volume, moderate difficulty and a decision that really repeats. A wrong answer costs something you can recover from. Sorting and routing new enquiries. Sorting support requests and drafting first replies. Pulling invoice and document details into your records. Handling orders that go wrong. Reviewing supplier and compliance documents. Research before a sales call.

The work not worth building has a shape too. That is one-off decisions, anything where a wrong answer cannot be undone without a person, and processes that are broken by design. Automating a broken process gets you the same bad result faster, with less sight of who caused it.

We tell you which of yours is which while we map the process, before you commit to a build. Two of the last engagements we scoped ended with a process change and no build at all.

Why do some automation projects fail once they are live?

A common cause is that they are shown off on the easy cases. An agent that handles the clean case in a scripted demo tells you little about how it copes with cases that are unclear, contradictory or messy. That is where the operational cost lives.

Another is having no test set, so nobody can say whether a change made the system better or worse. Every change becomes a guess, and confidence fades until someone quietly switches the workflow off.

And some are built without a way out, so the only two outcomes are a right answer and a silent wrong one. Every workflow we ship has a third: it stops, hands the case to a person with the full record attached, and notes why. A system that knows what it does not know is the one that stays switched on.

How do we ship it?

We start by mapping. We trace the process, collect a sample of real past cases and build the test set that everything afterwards is measured against. You get the process map whatever happens next.

Then we build: the design of the agents, the connections to your tools, the routes to a person and the monitoring. The agent runs in shadow mode first. That means we run it alongside your team for a while without letting it act. You can then compare its decisions with your team's on the same cases.

Then it goes live on a slice, usually the busiest and lowest-risk part, and the slice widens as the scored accuracy holds. We stay on it after launch, because the failures that matter only show up at volume.

What do you get?

A map of the real process, exceptions included, and a scored test set built from your own past cases. A working workflow, running on your setup or ours, connected to the systems it touches.

A full record of every run: each decision, each tool call, and retries under a policy you set. An alert when results drift, and an off switch that stops it in one action.

Notes your team can act on, and a handover so you can run it without us. We do not build systems only we can operate. If you want us to keep running it, that is a decision you make on the results, at a point where leaving is easy.

Good questions

Common questions

What is the difference between an AI agent and a chatbot?

A chatbot waits for someone to type a question and answers it. An AI agent works without being asked. It starts from a queue, a message from another system or a schedule, reads the case, uses your tools to do the work and passes anything unclear to a person. It leaves a log of every step and has an off switch.

What is the difference between agentic workflows and Zapier or Make?

Trigger-and-action tools run a fixed sequence and break on any input that does not match the path. An agentic workflow reads the case, chooses the next step and passes on what it cannot resolve. We use both: fixed steps stay fixed, because an AI is the wrong tool for rules that never vary.

How do you stop it making an expensive mistake?

Limited permissions, so a helper can only reach the tools its task needs. A route to a person on every branch. Scored tests on real past cases before launch, shadow mode on live traffic before it acts, and a rollout in stages. Plus a full record of every run and an off switch that stops everything in one action.

Does this run on our setup or yours?

Either. Regulated and sensitive work usually runs in your cloud with your keys and your retention rules, which is the default for our fintech work. Everything else runs on ours unless you would rather own it. The design is the same in both cases.

How long before a workflow is live?

Two weeks to a process map and a test set, four more to a workflow running in shadow mode, then a rollout in stages. Six to eight weeks to production on a first workflow is normal. Later ones are faster because the connections already exist.

What happens when an AI model or a connection changes underneath it?

The tests are re-run on a schedule and whenever the model changes, so a problem shows as a lower score on the next run, before your team feels it. Connections are defined and versioned, and failures retry under a clear policy before they are passed to a person.