“We keep re-entering the same details.”
Connect forms, inboxes, documents and business tools. Organise information, route requests and prepare CRM updates.
Discuss a connected workflow →WORKFLOW AUTOMATION · AI AGENTS · RAG
Get repetitive work
off your team’s plate.
Stop copying data, chasing the same follow-ups and searching through scattered documents. We connect your tools and build automation around one clear business task at a time.
Start with one practical problemConnect your existing toolsKeep human review where it matters
YOUR TOOLS, WORKING TOGETHER
01
A new enquiry arrives
From your website or inbox
02
Details are organised
Information checked and routed
03
Your team takes the next step
✓A prepared response, ready for review
Illustrative workflow · tailored to your tools and agreed scope
SEE EXACTLY WHAT COULD CHANGE
One enquiry.
Fewer manual handoffs.
Instead of copying information between an inbox, spreadsheet and CRM, a connected workflow can organise the request and prepare your team’s next step.
THE MANUAL VERSION
Someone has to…
- Read and retype the enquiry
- Create or update the CRM record
- Find the right person to respond
- Write the same first reply again
Each handoff is another place for details to be missed.
EXPLORE AN AUTOMATED VERSION
Example enquiry
“We need a new website for our accountancy firm. Can we discuss the options?”
- 01Read & extract
Name, request and contact details are organised.
- 02Validate & route
Required fields are checked. Exceptions go to a person.
- 03Prepare the next action
A CRM update and response draft are prepared.
- 04Human review
Your team approves before an external action is taken.
Ready to explore. Advance through each step.
Interactive illustration. No live AI, CRM connection or messages are sent.
Where does your team repeat the same handoffs?
Discuss my workflow ↗START WHERE THE WORK REPEATS
What’s slowing your team down?
The right build might be a straightforward integration, a rules-based workflow or an AI assistant. We choose around the task.
“The answer is somewhere in our documents.”
A knowledge assistant uses retrieval (RAG) to find relevant information in an agreed set of documents and show supporting sources.
Discuss a knowledge assistant →“Our team starts from scratch every time.”
Custom agents can gather context, structure information and draft replies or summaries for your team to check.
Discuss an AI agent →AUTOMATION WITH BOUNDARIES
Your team stays
in control.
Before we build, we define what the system can access, what it can do and when it must ask a person.
- Permissions for the agreed taskAccess and data handling are scoped upfront.
- Human review for important actionsAgree what can run automatically and what needs approval.
- Testing, exceptions and a handoverValidate against examples, plan for failures and document how it operates.
KNOW WHAT HAPPENS NEXT
A clear plan.
No guesswork.
Scope, cost, milestones, ownership and support are agreed before development.
Map one task
Walk through the inputs, decisions, tools and people involved.
Test a scoped build
Review a prototype against real examples and agree review points.
Launch with control
Set permissions, monitoring, documentation and support arrangements.
BEFORE YOU DECIDE
Your questions,
answered.
What should we automate first?
Choose a repeated task with clear inputs, a clear outcome and enough volume to justify the build. Share one example and the tools involved. We can help judge whether rules, an integration, AI or a combination is appropriate.
Will this work with our existing tools?
We review the tools and their API or integration options before committing to the build. Access permissions, usage limits and third-party costs are included in scoping.
What happens if AI gets something wrong?
We define validation, source checks, exception handling and human approvals for the task. Testing and monitoring help identify problems. AI-generated outputs can require review before anything is sent or changed.
What happens to our business data?
We agree data access, model providers, retention requirements and hosting before development. Permissions are limited to the agreed workflow; sensitive information and consequential actions need explicit controls.
What will it cost to build and run?
Build cost depends on the workflow and integrations. Running costs can include hosting, model usage and third-party tools. We explain expected cost drivers and agree any ongoing support before development.
ONE WORKFLOW IS ENOUGH TO START
Start with the task
you want off your plate.
Tell us what happens today and what a better outcome looks like. We’ll discuss whether automation is a good fit and what to scope first.
info@agiagents.uk ↗WhatsApp: +44 7337 916592 ↗You don’t need a technical brief.
A rough idea or an example of the problem is enough to start a conversation.