Agents
Where a chatbot answers, an agent completes work. It carries a task through in steps, reading what arrives, checking it against your rules, updating your systems, and it stops for a person's sign-off at the moments that matter. We build two kinds most often: process agents that run a workflow from intake to done, and research agents that turn scattered sources into a finished document.
Looking for something that answers questions instead of acting on them? See Chatbots / Assistants.
Process agents
An agent that runs a routine workflow end to end. Something arrives, an invoice, a permit request, a ticket, and the agent reads it, checks it against your rules, prepares the update in your system of record, and hands a person a summary to approve. Your team approves the work instead of doing it.
Invoice intake agent
DoneNew invoice received
supplier-invoice-2481.pdf · Nordvik Supplies
Working the invoice
- Read the invoice€1,840.00
- Match the purchase orderPO-0912
- Check against your rules3 checks passed
- Prepare the ledger entrydraft entry
- Write the approval summary
Ready for approval
SupplierNordvik SuppliesAmount€1,840.00Purchase orderPO-0912Checks3 of 3 passedApproved and posted to the ledger
Ledger updated. Summary saved as inv-2481-summary.pdf
How it works
- 1
Watch the intake
The agent watches the mailbox or queue where work arrives, so nothing sits until someone notices it.
- 2
Read what arrived
It pulls out the facts that matter, the supplier, the amount, the reference, straight from the document.
- 3
Check against your rules
It matches the invoice to its purchase order and runs your own checks, limits, duplicates, missing fields.
- 4
Prepare the update
It drafts the entry in your system of record, ready to post but not posted. Nothing changes without sign-off.
- 5
Hand it to a person
A short summary lands with the right person. One click approves and posts; anything odd goes back with a reason.
Invoice intake agent
DoneNew invoice received
supplier-invoice-2481.pdf · Nordvik Supplies
Working the invoice
- Read the invoice€1,840.00
- Match the purchase orderPO-0912
- Check against your rules3 checks passed
- Prepare the ledger entrydraft entry
- Write the approval summary
Ready for approval
SupplierNordvik SuppliesAmount€1,840.00Purchase orderPO-0912Checks3 of 3 passedApproved and posted to the ledger
Ledger updated. Summary saved as inv-2481-summary.pdf
How it works
- 1
Watch the intake
The agent watches the mailbox or queue where work arrives, so nothing sits until someone notices it.
- 2
Read what arrived
It pulls out the facts that matter, the supplier, the amount, the reference, straight from the document.
- 3
Check against your rules
It matches the invoice to its purchase order and runs your own checks, limits, duplicates, missing fields.
- 4
Prepare the update
It drafts the entry in your system of record, ready to post but not posted. Nothing changes without sign-off.
- 5
Hand it to a person
A short summary lands with the right person. One click approves and posts; anything odd goes back with a reason.
Where this fits
Inspection reports
An inspector's notes and photos come in, and the agent drafts the report in the municipality's format, runs the regulation checklist, and queues it for the inspector to sign.
Invoice intake
Supplier invoices arrive by email. The agent reads each one, matches it to its purchase order, flags mismatches, and posts the clean ones for approval.
Ticket triage
Support requests get classified and prioritised. Routine ones get a drafted reply, and the rest land with the right team alongside a short brief.
Research and reporting agents
An agent that starts from a question and ends with a document. It gathers from several sources, from your own files to public portals, cross-checks what it finds, and writes the result up with every claim linked to where it came from. You review a draft, not a pile of links.
Tender scan agent
DoneWeekly run started
Monday 07:00 · tender portals
Gathering and checking
- Pull new tenders3 portals · 47 tenders
- Keep the ones that fit5 match
- Cross-check deadlines and requirements1 dropped
- Draft the shortlist4 tenders
- Link every entry to its source
Shortlist ready for review
Tenders4Earliest deadline04 SepSourcesall linkedSent to the team
Shortlist delivered as tender-shortlist-w34.pdf
How it works
- 1
Start from a schedule or a question
A weekly run or a one-off request, either way the agent knows exactly what it is looking for.
- 2
Gather from several sources
It reads the portals, registers, and files that matter, not just the first page of a search.
- 3
Cross-check the findings
Anything important gets confirmed in a second source, and what does not hold up is dropped.
- 4
Write the document
It drafts the report in your format, with every entry linked back to where it was found.
- 5
Deliver for review
The draft lands with a person who reads it, edits if needed, and sends. The agent never publishes on its own.
Tender scan agent
DoneWeekly run started
Monday 07:00 · tender portals
Gathering and checking
- Pull new tenders3 portals · 47 tenders
- Keep the ones that fit5 match
- Cross-check deadlines and requirements1 dropped
- Draft the shortlist4 tenders
- Link every entry to its source
Shortlist ready for review
Tenders4Earliest deadline04 SepSourcesall linkedSent to the team
Shortlist delivered as tender-shortlist-w34.pdf
How it works
- 1
Start from a schedule or a question
A weekly run or a one-off request, either way the agent knows exactly what it is looking for.
- 2
Gather from several sources
It reads the portals, registers, and files that matter, not just the first page of a search.
- 3
Cross-check the findings
Anything important gets confirmed in a second source, and what does not hold up is dropped.
- 4
Write the document
It drafts the report in your format, with every entry linked back to where it was found.
- 5
Deliver for review
The draft lands with a person who reads it, edits if needed, and sends. The agent never publishes on its own.
Where this fits
Tender scan
Every week the agent reads the public tender portals, keeps the ones that match your services, and delivers a shortlist with deadlines and requirements.
Client brief
Before a meeting, the agent pulls a company's site, registry filings, and recent news into a one-page brief, with every claim linked to its source.
Regulation watch
When a rule changes, the agent collects the official text, compares it with the previous version, and reports what changed and which of your processes it touches.
