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Agentic automation · Scoped pilots

Less chasing. More doing.

Start with one process your team repeats. We build and test a pilot that reads context, uses approved tools and brings a person in when judgment is needed.

Watch an agent runDiscuss an agent pilot

Follow five end-to-end workflows ↓ · Explore the AI Architecture →

Reference flows

Pick a process. Explore an illustrative run.

Sample data and simulated actions. This demonstration does not connect to an ERP or send quotations.

    Run · —Ready
      Simulated run with sample data.

      Reference flows are illustrative; production design depends on your systems, permissions and model choice.

      Five workflows

      Where the time goes, and how it comes back.

      Each follows the same shape: capture from any channel, your rules apply, AI proposes, a person approves what matters, the ERP posts, the response is approved and sent, and everything is recorded. Open one to follow it stage by stage.

      01 · Sales Lead to Quote Enquiries from any channel qualified, priced by your rules, reviewed by AI and approved twice: the quote, then the message that carries it. Where the time goes: Rekeying enquiries, chasing missing details, assembling quotes, applying reviewer edits. Follow the 9 stages → 02 · Finance · Accounts payable Supplier Invoice to Payment Invoices read on arrival, three-way matched by your tolerances, posted by the ERP, paid in an approved run with remittance sent back on the same channel. Where the time goes: Keying invoices, hunting for the PO and receipt, chasing approvals, preparing payment files, answering 'has it been paid?'. Follow the 9 stages → 03 · Customer service Complaint to Resolution Complaints attached to the order on arrival, evidence gathered, resolution proposed by policy, approved when it matters, posted by the ERP and confirmed on the customer's channel. Where the time goes: Finding the order, asking for photos, checking the policy, drafting replies, raising credit notes and chasing the pickup. Follow the 9 stages → 04 · After-sales · Workshop Service Booking to Invoice Bookings qualified from the message, slots and estimates proposed by your rules, approved by the customer, and the job card, parts and invoice handled in the ERP. Where the time goes: Phone tag over slots, looking up history and recalls, typing estimates, calling for approval on extra work, re-entering the job card into the invoice. Follow the 9 stages → 05 · Finance · Receivables Collections Reminders by age and amount on the customer's channel, promises to pay recorded from replies, payments matched on arrival, and credit holds approved by a person. Where the time goes: Building the call list, sending statements, reading replies, recording promises, matching receipts and deciding who to escalate. Follow the 9 stages →
      Your workflow is not here?The pattern fits any repeated process with a clear owner and a measurable finish.Describe yours
      Governance

      Four controls to build into the pilot.

      Tools

      Approved tools only

      Agents call the ERP through permissions you grant, the same way a user would.

      Policy

      Checks before writes

      Margins, tolerances, credit limits and SLAs are rules, not suggestions.

      People

      Humans on exceptions

      When a rule trips, the agent stops and a named person decides.

      Audit

      Every action attributable

      What the agent saw, decided and changed is logged against the record.

      How a pilot runs

      One process. A defined pilot and a release decision.

      Bring a process owner, representative cases and the systems involved. Together we find the data gaps, the approval requirements and what a useful result looks like.

      1. 01 · Scope

        Agree the boundaries

        Define the workflow, permitted actions and customer inputs. Agree an estimate and the ongoing operating responsibilities.

        Output: a pilot scope, baseline and success measures.
      2. 02 · Test

        Start with drafts

        Test representative and difficult cases: missing data, hostile attachments, duplicate requests and failed steps.

        Output: a traced pilot and evaluation results.
      3. 03 · Decide

        Review the evidence

        Compare the result with the baseline. Agree what can proceed, what stays under review and who operates it.

        Output: a rollout, revision or stop decision.
      Authority grows only as the evidence supports it
      1. StartDraft only

        The agent prepares.
        A person executes.

        Check quality against real cases.
      2. ThenApproved actions

        A person reviews.
        The workflow executes.

        Prove approvals, retries and recovery.
      3. When justifiedBounded autonomy

        Low-risk actions proceed.
        Exceptions go to the owner.

        Monitor quality, effort and cost.
      Each increase in authority is a release decision. Some workflows should stay approval-based.
      Agreed before the pilotCorrect completionHuman minutes per caseRework rateCost per outcomeRecovery from failure
      Will we have to replace our ERP?

      We assess the existing systems first. Integration is often enough; a migration needs a clear business reason of its own.

      What does a pilot cost, and how long does it take?

      It depends on the process, data quality, integrations and required controls. Scope, estimate, timing and responsibilities are agreed in writing before implementation.

      Is our process ready for a pilot?

      Start with a named owner, representative cases, the required fields, the business rules and the approval roles. If those foundations are missing, we define them first; automating an undefined process does not fix it.

      Discuss an agent pilotExplore private AI
      For technology teamsThe architecture behind the workflowsTwelve responsibilities in five bands: records, identity, integration, knowledge, models, agents, the action gate, audit and oversight. With the components we start with and the references behind them.
      Read the AI Architecture →
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