Finance
Prepare a reconciliation.
Compare an invoice with the purchase order and receipt. The agent flags a difference and prepares a review note. A finance officer decides whether to release payment.
AI services / Business agents
Build an agent for a job you know.
An agent can read a request, find the records it is allowed to use and decide which permitted tool to call next. We design the approval step with the people who own the result.
Illustrative walkthrough / Facilities
From repair request to work order.
A leaking tap report arrives in a shared inbox. The agent can prepare a draft. A coordinator must approve dispatch, and the team confirms the repair. Try the missing-site branch to see where work stops.
Illustrative workflow
A leaking tap at North Yard.
A message arrives in the facilities inbox. Software creates request SR-014 and keeps the original report attached.
Read both paths
- Software · A leaking tap at North Yard. A message arrives in the facilities inbox. Software creates request SR-014 and keeps the original report attached.
- Software · The site record matches. The supplied site reference matches North Yard in the approved directory. Its maintenance rules are available to the agent.
- AI agent · A work order is proposed. The agent reads the report and site rules, proposes a plumbing job and attaches its sources. The draft waits for approval.
- Person · A coordinator approves dispatch. The coordinator checks the scope and site access, then authorises the instruction to the contractor.
- Person · The team confirms the repair. After the contractor reports completion, the site team checks the tap and closes the request. The action history stays with the record.
- Software · A report arrives without a site. The inbox receives a leaking-tap report. Software creates request SR-014, but the site reference is blank.
- Software · No site can be matched. The directory lookup returns no site record. The agent has no verified location or service rules for the job.
- Person · A person needs to confirm the site. The agent stops and flags the missing reference. A coordinator must supply the correct site. No work order is drafted or dispatched.
What you receive
Start with the work your team can inspect. These four pieces make the pilot easier to test, operate and hand over.
- 01
Agent brief
Name the job, its trigger, the operator and the outcome worth pursuing. Agree which decisions stay with a person.
- 02
Permissions map
List the records the agent can read, the tools it may call and the actions that need approval. Assign an owner to each connection.
- 03
Representative test cases
Try ordinary requests alongside missing, contradictory and out-of-date records. Check accepted drafts, corrections, exceptions and cost per completed task.
- 04
Operator handover
Give the team a way to inspect source records and action history, stop the agent, correct its work and return to the manual process.
Other jobs an agent could help with
Two illustrative examples. In each, the team decides what the agent may access and where it must stop.
Customer service
Prepare a support reply.
Find the order and applicable policy, then draft a reply with its sources. When a refund is outside policy or the customer record doesn’t match, a supervisor takes over.