1. Choose the process.
Frequent and well defined.
A flow that comes back every day, with a clear start and end.
Measurable.
We can count the time it takes today.
Low risk.
A mistake is easy to recover from.
ServicesProcess automation
Follow-ups, data entry, reconciliations, reporting: the tasks that come back every day are automated, with checkpoints wherever a person needs to decide.
Book a slotNew invoice received by email
Amounts extracted, supplier checked
Entry posted in the ERP, document filed
One-click approval by the accountant
Where a fixed rule gets stuck, the agent reads the document, understands the request and picks the right next step, even when the format changes.
A threshold, an exception, a doubt: the agent stops and asks. The rest goes through without intervention.
A log anyone can read: what was handled, what was escalated, what is waiting.
One process, one team, one owner. We widen the scope once it runs smoothly.
Today's inputs
A flow that comes back every day, with a clear start and end.
We can count the time it takes today.
A mistake is easy to recover from.
The normal path and every case where a person has to step in.
Thresholds, lists, people who approve.
What must exist in your tools at the end.
The agent runs alongside the team and we compare.
Every discrepancy becomes a rule or an example.
The team keeps the final say on every sensitive case.
How many cases go through without intervention.
What the team no longer does by hand.
Once it runs smoothly, we tackle the next one.
Thresholds and exceptions are written with you and can be changed without us.
A person decides on every sensitive case, in one click.
Everything the agent has done is logged and can be reviewed.