AI agents

Give AI a task your team can check.

An agent can read the right records, prepare the next step, and ask for approval. We design the task around your process and test it before it touches live work.

Watch an agent
work through a job.

Follow the records, check the proposed changes, and decide what happens next.

YouStart with a requestExample

Check completed work against the draft invoice. Prepare missing lines for my approval.

Site report.pdf + Timesheet.xlsxERP · Invoices
ReadCheckPrepareReview

Your requestThe files and connected records start the task.

You approve before the next step

You decide what
the agent can do.

Choose one task and the person responsible.

Agree which records the agent can use.

Keep approval where a person needs to decide.

Test the results with the people doing the work.

Find one thing
to fix first.

Answer three questions. Get a short checklist to help your team find where work gets held up.

No email needed. About one minute.