AI Agents for Business: What to Automate and How to Check It
See how to choose a task, connect tools, test an agent and keep people in control.
23 min read · Updated Read guide: AI Agents for Business: What to Automate and How to Check ItAI & TECHNOLOGY
AI Agents & Automation
AI agents and automation for the work your team repeats.
We build assistants that find approved information, prepare drafts and carry out defined tasks across business tools. Permissions, tests and human review are part of the design.
WHEN THIS HELPS
Practical help with repeat tasks.
For teams handling repeated enquiries, manual data entry or information spread across documents and business tools.
Find approved information
Help staff or customers get answers from the sources you permit.
Move information between tools
Automate agreed steps across suitable business tools, with access rules and error checks.
Control what the system can do
Set access limits, approval steps and a route to a person.
Prepare for day-to-day use
Agree tests, operating instructions and how errors, monitoring and support will be handled.
Define the task and the permission boundary
An agent uses approved inputs and tools within a task-specific set of rules.
Approved sources and tools
Use authorised information and access.
Defined task
Prepare a response or proposed action.
- Permission boundary
Permission check
Check the permitted action and limits.
Human approval or escalation
Pause restricted or uncertain work.
Permitted output
Return a draft or execute an approved action.
Logs and review
Review task outcomes and failures.
Controls throughout the work
- Stop for missing authority, unsupported input or a defined risk condition.
- Human approval must precede any action that requires it.
- Testing and permissions do not establish zero risk.
An example structure for the work. The agreed scope defines the actual stages, deliverables and responsibilities.
YOUR DELIVERABLES
What you may receive.
Deliverables and formats depend on the agreed scope.
- A task review covering users, inputs, systems, expected outputs and actions the system must avoid.
- A prototype or working system with the agreed connections to your tools.
- Test cases, review findings and a plan for errors and human support.
- Access records, operating instructions, training and the agreed handover.
Ways to work with us: Task reviews and prototypes; AI agent or automation builds; Ongoing testing and improvements.
COMMON USE CASES
Ways this can fit your work.
Answer from approved information
Help staff or customers find answers in a defined set of documents, with a route to a person when the answer is uncertain.
Route commercial enquiries
Collect agreed information, prepare customer relationship management (CRM) records and send enquiries to the right person, with approval limits for system actions.
Reduce repeated document work
Extract agreed fields, prepare source-linked summaries or route documents for review, while sending exceptions to a person.
HOW IT WORKS
From first discussion to handover.
- 01
Choose a useful task
We review how the task works today and whether AI, ordinary automation or a process change fits best.
- 02
Set access and limits
We agree sources, system permissions, approval steps and what a correct result looks like.
- 03
Build and test
We test common tasks, missing information, wrong requests and system failures.
- 04
Hand over and support
We introduce the agreed system, train users and confirm who handles monitoring and maintenance.
INPUTS & ACCESS
What we need from your team.
Show us the workflow, the people using it and examples of typical tasks and exceptions. Identify approved information, connected systems and actions that require permission. We agree access, data handling, test cases, human fallback and who is responsible for operating the system.
Agency fees are separate from media, creator, research, software and usage costs unless the proposal says otherwise. Please do not send passwords or sensitive records through the public enquiry form.
Project fit and scope boundaries
A good fit
- Teams with a repeat task and someone responsible for the process.
- Businesses able to provide approved information and system access.
- Projects that can start small and test results before adding more tasks.
What we do not offer
- Automating an undefined process with no responsible owner.
- Unrestricted access to sensitive records or high-impact actions.
- Promises of error-free answers or replacing an entire team.
WHAT WE CAN DO
What your project can include.
The proposal confirms which services are included, the delivery dates and the cost. Open a section to see the detail.
01Customer-facing agentsHelp customers get answers, book appointments or ask for support, with human help when needed.
- Customer-support and service agents
- Commercial enquiry and lead-qualification agents
- Appointment-booking assistants
- E-commerce product and shopping assistants
- Conversational commerce experiences
02Marketing and partnership agentsSupport repeat marketing tasks while people control publishing and spending.
- Marketing campaign assistance agents
- Content production and review workflows
- Research and competitor-monitoring agents
- Affiliate recruitment and partner-support agents
- Campaign reporting and insight assistants
03Internal information and tasksHelp staff find approved information and process documents.
- Internal knowledge and document-search assistants
- Employee-assistance agents
- Document extraction and processing workflows
- Research summaries with source references
- Approval and exception-handling workflows
04Connected workflowsConnect tasks to the tools and records your team uses.
- CRM-connected agents and record updates
- Email and messaging integrations
- Connections between business systems using application programming interfaces (APIs)
- Multi-agent workflow development
- Task routing, notifications, and human handoff
05Testing and ongoing improvementsTest answers and actions before launch, then review how the system works.
- Workflow discovery and suitability assessments
- Agent behavior testing and evaluation
- Permissions, action boundaries, and approval controls
- Monitoring, maintenance, and iterative improvement
- Team training and operating documentation
RELATED CAPABILITIES
When the project needs another skill.
You can engage this service alone. These capabilities may help when the work crosses into another area.
RIGHTS & RESPONSIBILITIES
Important boundaries for this work.
An agent should have only the access it needs. Answers and actions require tests, limits and a human fallback. AI can make mistakes; monitoring, maintenance and usage costs are included only where the scope says so.
COMMON QUESTIONS
Questions you may have.
Do we need to choose an AI platform first?
No. Start with the task and the systems you use. We choose tools after reviewing the requirements. Some tasks are better handled by ordinary automation or a simpler process.
Can you connect an agent to our CRM or documents?
Often, if the tools allow suitable connections and you can provide authorized access. We also check source quality, integration limits and costs before agreeing the build.
What can the agent do without approval?
Only the actions agreed in its design. We define permissions, approval rules and stop conditions. A first version can be limited to reading information or preparing drafts.
How are our data and rights handled?
The proposal sets out access, data use, retention, ownership and handover. Outside platforms and models have their own terms. Confidential information should enter only an approved system.
How long does a build take?
Timing depends on the task, integrations, source data and tests. We agree milestones after the initial review, before committing to a larger build.
Is monitoring included after launch?
The agreement states who runs the system after handover. Ongoing tests, maintenance and improvements can be included or bought separately. Provider usage costs are listed separately.
READ MORE
A closer look at the work.
DISCUSS A PROJECT
Discuss the workflow Tell us what you’re working on.
We can discuss your project and explain how we can help.