Solution 02 · AI Agents & Task Automation
Agents that follow your process, and stop where judgement is needed.
Task-focused AI agents that work through defined, multi-step processes with limited tool access and approval points before consequential actions.
The business problem
What this solves
Many administrative processes are a chain of small steps: find the information, compare it, fill in a template, update a record, tell someone. Each step is simple, but together they take hours, and the work is easy to get slightly wrong.
A general-purpose chatbot cannot do this safely. It has no defined process, no limits on what it may change, and no record of what it did.
Who it is for
A good fit when
- Teams with repeatable multi-step processes that are currently done by hand
- Organizations ready to write down approval rules for automated actions
- Operations that need a reviewable record of what was done and why
Scope
What the solution can automate
Multi-step task assistance
A defined sequence carried out step by step, with checks between steps.
Research and organization
Information gathered from approved sources and arranged into a consistent format.
Internal workflow execution
Records updated and tasks created through the tools the agent is permitted to use.
Approval-based task handling
Consequential actions held for a person to approve, edit or reject.
Repetitive administration
Recurring reports, reconciliations and preparation work completed on schedule.
Illustrative workflow
How it could work
A representative design, not a delivered project. Real workflows are shaped during the assessment around your tools and approval rules.
- Trigger
- AI-assisted
- Automated
- Human checkpoint
- Outcome
An authorised task through to a reviewable result
A team member asks an agent to prepare a weekly status summary.
- Step 1, TriggerTask authorisedA permitted user starts a defined task, or a schedule does.
- Step 2, AutomatedScope checkedThe agent confirms the task is within its allowed actions.
- Step 3, AI-assistedInformation gatheredRelevant data is collected from the approved sources only.
- Step 4, AI-assistedResult preparedA draft summary or set of proposed actions is produced.
- Step 5, Human checkpointReviewedA person approves, edits or rejects the result.
- Step 6, OutcomeCompleted and loggedApproved actions are carried out and every step is recorded.
Illustrative examples by sector
- Real estate · illustrative
Preparing a weekly pipeline summary from listings, enquiries and viewing notes for a manager to review.
- Hospitality · illustrative
Compiling supplier order suggestions from usage records, held for approval before ordering.
- Professional services · illustrative
Preparing follow-up tasks and draft emails after a client meeting, sent only once approved.
Potential integrations
Connects with the tools you already use
- Data sources
- Spreadsheets, databases, internal APIs
- Work tools
- Project and task management, document storage
- Communication
- Email and team messaging for review requests
Feasibility depends on each tool’s API and plan. We confirm this before proposing a design.
Human oversight and safeguards
What stays under your control
- Each agent has a written scope listing what it may and may not do.
- Tool access is limited to the minimum the process needs.
- Actions that send, delete, pay or commit wait for human approval.
- Activity logs show inputs, steps and outputs for every run.
Delivery considerations
What to know before starting
Process definition first
Agents work best on processes that can be written down. Unclear processes are mapped before anything is built.
Known limits
Language models can make mistakes. We test on real examples and document where human review remains necessary.
Running costs
Model usage has an ongoing cost that depends on volume. We estimate it during solution design.
Scope, timeline and pricing are set in a written proposal after the workflow assessment. We do not quote fixed prices or guarantee savings in advance. See how we work.
Demonstration status
Demonstration
A recorded demonstration for this service has not been published yet. We are happy to walk through the workflow above in relation to your process.
Questions
Common questions
Can an agent act without anyone checking it?
Only for actions you have explicitly approved as low-risk, and only after testing. Consequential actions keep a human approval step.
What happens when the agent is unsure?
It stops and asks. Uncertain or out-of-scope situations are handed to a person with the information gathered so far.
Discuss ai agents & tasks for your business
Tell us how the work is done today. The enquiry form opens with AI Agents & Task Automation already selected.