Agents that prepare. People who approve.
Agents work in your e-mail, CRM and shared documents, prepare the repetitive work and hand it over for approval.
What you get
- 01
Agents scoped to named tasks
Inbox triage, follow-ups, reporting or summaries: each agent has one written job.
- 02
Approval before every action
Nothing is sent, filed or changed until a person approves it.
- 03
Rules your team knows
A written usage charter and a short training for the people who use the agents.
What it covers
-
Read-only access first
Agents start by reading. Write or send rights come only after a written agreement, task by task.
-
Human approval, every time
Replies, updates and files wait in a queue until a person edits, approves or rejects them.
-
Inside the tools you use
Your e-mail, CRM and shared documents, through access rights you grant, scoped to the task.
-
Charter and training
A usage charter for the agents and a short training, so your team knows what they may and may not do.
Relevant sectors Logistics and transportReal estate
How it runs
-
Name the tasks
Which work each agent prepares, and for whom.
Written task scope
-
Read-only pilot
The agent drafts. Nothing is sent.
Drafts reviewed by your team
-
Rights by agreement
Send or write rights, only if you sign for them.
Signed access agreement
-
Charter and training
Your users trained on the approval step.
Usage charter, trained users
In practice
Prepared by the agent, approved by a person.
-
01The agent prepares
-
02A person approves
-
03Then the action runs
Engagement terms
How an engagement works.
At what stage can we start?
Once one task is named: the inbox that overflows, the follow-ups nobody has time for, the weekly report. If you have several in mind, the diagnostic ranks them first. Data rules are signed before any access.
What exactly is delivered?
One or more agents scoped around named tasks, working in your tools with read-only access first, an approval step before every outgoing action, a written usage charter and a short training. Acceptance rests on one measurable criterion, checked on your real work.
How is the budget built?
Scoped after the diagnostic, task by task. Running costs are stated up front.
Who owns what after delivery?
Agreed in writing before work starts.
What do you need from us?
The tasks in scope with a few real examples, access to the tools concerned, one business contact and one IT contact.
Questions
Frequent questions.
Can an agent send e-mails on its own?
No. Agents prepare drafts. A person approves every outgoing action, and send rights are granted only after a written agreement.
Which tools can agents work in?
E-mail, CRM and shared documents are the usual ones. Tell us what your teams use and we will confirm what is possible before any commitment.
What if an agent gets something wrong?
The draft is corrected or rejected before anything is sent. Recurring mistakes are fixed in the agent's instructions and checked again on your examples.
Contact
Scope an agent with us.
Related
Keep exploring.
Start with a 20-minute conversation.
Tell us where you want AI to make a difference first. No commitment at this stage.
Request a first conversation