Agent catalogue

Purpose-built agents for real business work

Search by the process you want to improve, review how each agent works and add suitable options to your plan.

Showing 9 of 9 agents

Operations01

Order and Data Intake Agent

Extracts information from unstructured orders and converts it into clean, validated records ready for your business system.

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Business problem: Teams lose hours converting customer orders, emails, PDFs and spreadsheets into structured ERP records.

Common inputs: Email, PDF orders, Spreadsheets

Potential integrations: ERP, CRM, Email

Human control: Flags missing information and anomalies before anything is committed.

Suggested measures
  • Hours of manual entry removed
  • Reduction in order-entry errors
  • Orders processed per employee
Discuss
Finance02

AP/AR Automation Agent

Matches supplier invoices to records and prepares draft customer invoices when agreed milestones are reached.

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Business problem: Supplier and customer invoices are processed manually, creating delays and errors.

Common inputs: Invoices, Purchase orders, Project records

Potential integrations: Accounting, ERP, Project systems

Human control: Exceptions and draft invoices are routed to finance staff for approval.

Suggested measures
  • Invoices processed
  • Time per invoice
  • Billing turnaround
Discuss
Reporting03

Web Monitoring and Market Intelligence Agent

Monitors approved external sources and compares information with internal records to identify changes and opportunities.

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Business problem: Supplier information, pricing, availability and market data are difficult to verify consistently.

Common inputs: Approved websites, Supplier feeds, Internal records

Potential integrations: ERP, Reporting tools, Email

Human control: Source lists and resulting actions remain controlled by your team.

Suggested measures
  • Changes detected
  • Discrepancies identified
  • Research time saved
Discuss
Knowledge04

Knowledge and SOP Agent

Creates a controlled, searchable knowledge environment for approved procedures, customer information and business rules.

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Business problem: Business rules and operating procedures are locked in documents or the knowledge of experienced staff.

Common inputs: Policies, SOPs, Product documents

Potential integrations: Document management, Microsoft 365, Intranet

Human control: Answers are limited to approved sources, with escalation where confidence is low.

Suggested measures
  • Reduction in internal questions
  • Retrieval speed
  • Process errors
Discuss
Compliance05

Document Review and Compliance Agent

Reviews documents against defined criteria, extracts relevant data and flags exceptions for human review.

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Business problem: Quality records, certificates and supplier documents require time-consuming manual review.

Common inputs: Certificates, Quality records, Supplier documents

Potential integrations: DMS, ERP, Compliance systems

Human control: Exceptions and high-impact findings always require human review.

Suggested measures
  • Documents reviewed
  • Review time saved
  • Exceptions identified
Discuss
Sales06

Outreach and Pipeline Agent

Identifies buying patterns and inactive customers, then drafts personalised follow-up for sales-team review.

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Business problem: Reorder opportunities and lapsed customers are missed because teams lack time to analyse history and follow up.

Common inputs: Order history, CRM records, Customer profiles

Potential integrations: CRM, ERP, Email

Human control: Sales staff approve every outbound communication.

Suggested measures
  • Opportunities identified
  • Follow-ups prepared
  • Revenue influenced
Discuss
Sales07

Bid and Tender Agent

Drafts responses using approved prior answers, product data, policies, certifications and capability evidence.

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Business problem: RFQs, bids and tender responses are repeatedly rebuilt from previous documents.

Common inputs: Tender packs, Prior bids, Capability documents

Potential integrations: DMS, CRM, Microsoft 365

Human control: Every response remains draft-only until authorised by your team.

Suggested measures
  • Preparation time saved
  • Response speed
  • Bids submitted
Discuss
Reporting08

Financial and Management Reporting Agent

Ingests authorised operational and financial information to produce draft reports, summaries and commentary.

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Business problem: Operational, margin, board and management reports are manually compiled from multiple systems.

Common inputs: Financial data, Operational data, Spreadsheets

Potential integrations: Accounting, ERP, BI platforms

Human control: Finance leaders validate reports before distribution.

Suggested measures
  • Reporting hours saved
  • Sources consolidated
  • Reporting frequency
Discuss
Marketing09

Marketing Content Agent

Converts approved business information into draft emails, social posts, case studies and campaign material.

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Business problem: Product updates, customer wins and operational knowledge rarely become consistent marketing content.

Common inputs: Product updates, Case notes, Approved brand content

Potential integrations: CRM, Email marketing, CMS

Human control: All content is prepared as a draft for marketing approval.

Suggested measures
  • Content pieces produced
  • Time saved per draft
  • Engagement
Discuss