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Workflow agents that take repetitive work off your team's plate.

Stop running the same process by hand every week. We map it, build an agent that runs it instead, and hand you the keys. It plugs into the tools you use, asks for human judgement when it matters, and stays out of the way when it does not.

Best for
High volume, repeated tasks
Diagnostic
Free, sixty minutes
Ownership
Yours from day one

What is a workflow automation agent?

A workflow automation agent is software that runs a defined business process end to end, reading inputs, making rule based decisions, and taking action, without requiring a person to do each step. It plugs into the tools your team already uses, asks for human review only when something is unclear, and stays out of the way when it is not.

Most operational pain in a small to mid size business lives in the same place: repeated, low judgement work that eats your team's week without needing real decisions. Inboxes someone triages every morning. Intake forms copied into a CRM by hand. The eight step chain a supplier email kicks off. A workflow agent does not think, it follows the rules you would have followed, in the order you would have followed them. It just does not need to sleep.

What is included in every build

  • 01Process discovery, we document the workflow as it runs today, including every exception your team handles by instinct
  • 02Agent build, connected to the tools you use: email, CRM, document storage, internal systems. We work with your stack, not around it
  • 03Human in the loop review, every agent has a clear escalation path. It flags exceptions with context, a person decides, nothing runs blind
  • 04Full handover, repository, credentials, runbook, and every prompt in source control. The build is yours from the day it goes live

Common shapes

  • aEmail triage and reply drafting against your real rules and tone
  • bDocument and invoice processing into structured records
  • cMany step research that pulls from web, CRM and inbox
  • dRecurring weekly or monthly process automation

Where to go next

Not sure this is the bottleneck? A workflow agent pairs naturally with a conversational data layer and bespoke internal tooling. The fastest way to find the right starting point is to run the audit.

Example case

Sales pipeline agent, commercial cleaning company

Names are kept private. Outcome and numbers are real.

Workflow agent 2026
CASE 01 / SP Sales pipeline agent
Sales · 847 leads a month31 deals won in month one

94 meetings booked, 31 deals won, month one

Leads were dying in a spreadsheet next to a HubSpot CRM the team barely used. The agent now enriches, qualifies, scores and sequences every lead in real time, writing back to HubSpot, the shared inbox and the calendar they already work in. The reps spend their time selling, not chasing.

In production · owned in house from day oneRead the case →
Frequently asked

Workflow agents, specifically.

General questions live on the services hub. These are the ones we hear most about workflow agents in particular.

The best candidates are processes that run repeatedly on a predictable schedule, involve reading and routing information rather than making judgement calls, and currently require a person to do the same steps in the same order every time. Invoice processing, document triage, CRM data entry, approval routing, and email intake are common starting points.
No. Every agent we build has a human in the loop and a clear off switch. The goal is to free your team from the repetitive, low judgement steps that eat time but do not need expertise. People handle exceptions, edge cases, and anything that requires real judgement.
The agent is designed to flag uncertainty rather than guess. Any item it cannot handle with confidence is escalated to a human with the full context written up. The escalation rate drops over the first few weeks as the agent is refined against real data.
Not as a rule. We build the agent to plug into whatever your team already uses, email, CRM, drive, accounting software, internal systems. Where a clean integration does not exist, we build one.
You do, from day one. We hand over the repository, credentials, runbook, and every prompt in source control the day the build goes live. You can take it in house, hand it to another developer, or leave it running as it is. We have no claim on what we build.

Scope a workflow agent.

Bring the process. We map it, find the bottleneck, and write a one page recommendation with a fixed price, yours either way.

Book a conversation →
ResponseWithin one working day
BasedGreater Manchester, UK
ApproachCustom, never templated