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Build & Integrate

AI Agents &Workflow Automation

Multi-step work done by software, with a person where it matters.

Book 30 minutes
Who it is for

Teams repeating the same multi-step task, in more than one system, every day.

You get

A working agent for one workflow, the rules it follows, and a way to watch it.

Starts with

One workflow, mapped on paper before anything is built.

Sound familiar?

Three situations we hear.

Someone retypes the same details between three systems every day.

A pilot worked in a demo. Nobody trusts it with real work.

You want AI to act, not only answer, but it cannot act alone.

How it works

Four steps. Choose one to see where it lands.

  1. We sit with whoever does the work today and write down every step and every exception. Most of the value is in the exceptions.

  2. We agree what the agent may do alone, what needs a person, and what it must never do. Written down, in plain words.

  3. We build it into your tools and test it against your real, messy cases, not clean examples.

  4. Your team can see what it did and why. We tune it as real work arrives.

What you get

6 things you hold at the end.

A working agent for one workflow

Written rules: what it may do alone, what needs a person

A log of every action and the reason for it

Connections to the tools you already use

A test set built from your own messy cases

A short guide so your team can run and question it

Proof

The same idea, already in progress.

Invoice Intake Agent

Reads supplier invoices, checks them against purchase orders and receipts, and sends anything doubtful to a person. It never pays anyone or moves money.

See the project ↗All five builds ↗

How it decides

  1. Reads PDFs, scans and phone photos
  2. Checks maths, dates, supplier, bank details, duplicates, PO and receipt
  3. Sends every doubt to a person with a plain reason
  4. Never pays or moves money

Where it does not fit

We will say so if it is not for you.

  • The workflow changes every week, so there is nothing stable to automate.
  • Nobody can describe the steps yet. Start with Understand & Plan.
  • You need a guaranteed result with no human review.

Questions

Before you get in touch.

Will it replace my team?

It takes over the repeated steps. People keep the judgement calls, and the agent hands those to them.

What if it gets something wrong?

That is why the rules and the person come first. Doubtful cases go to a person, and every action is logged so it can be checked.

Which tools does it work with?
[TODO: Dipto] the answer to this question.
How long does it take, and what does it cost?
[TODO: Dipto] the answer to this question.

Also in Build & Integrate

Have this problem? Talk it through.

Thirty minutes, no cost. Bring the situation as it is today, and we will say whether this fits.

Book a time

Or write to info@beyondai.services