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The AI agent prepares, you decide

Reminders, emails, quotes: an AI agent prepares the work that comes back every day. You decide what it does on its own, and you approve the rest.

An AI agent prepares the work, your team approves

In short: it reads, it prepares, your team approves.

  1. It arrives at your companyAn email, an invoice, a quote request
  2. The agent prepares what comes nextA reply, a reminder, a filing
  3. Your team approvesOr corrects, or refuses
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An AI agent is a programme. It reads what arrives at your company: an email, an invoice, a quote request. It prepares what comes next and suggests it to you. It can connect to your tools, such as your email or your invoicing software, through their official access points (APIs) where they exist.

It does not replace your team: it prepares the work for them.

A few figures

  • 2decisions, always yours
  • 4autonomy levels, set with you
  • 5actions never done without a person

Six steps to get started

  1. Step 1: We look at how you work

    In short: we look at your tools and your repetitive tasks. You leave with a one-page report and a quote.

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    • What we look at: your tools and their versions, repetitive tasks, volumes, the personal data involved, the time you can hope to save.
    • What you receive: a one-page report, the list of agents that would be useful to you, and a quote with the planned work and an estimated number of days.
    • The price: on quote.
  2. Step 2: We write down together what the agent is allowed to do

    In short: you approve what the agent will do. Nothing is built before you agree.

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    The rulebook answers simple questions:

    • What is its mission, in one sentence?
    • What makes it start? A new email, a deadline, the end of the month.
    • What does it read, and what does it prepare?
    • What can it do on its own, and what must it always submit to you?
    • When must it stop and hand over to you?
    • What personal data does it touch? Where is it stored and processed, AI model included?
    • Which figures will show whether it is doing its job well?

    The rulebook also prepares your paperwork. It provides the elements of your record of processing activities: the document required by Article 30 of the GDPR, which lists what you do with personal data. It states who is the “provider” and who is the “deployer” under the EU AI Act (Regulation (EU) 2024/1689), to be checked with your adviser. The provider develops the system, or has it developed, and places it on the market or puts it into service under its own name. The deployer uses it under its own authority.

    Each agent will also have a diagram of its journey, showing where your team approves.

  3. Your decision 1: you approve what the agent will do
  4. Step 3: We build it for your tools

    In short: we will connect it to your software, with your rules, where you choose.

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    Each agent will start from a common template: reminders and invoices, emails and support, quotes and prospects, accounting documents. These templates are being prepared. They will be shared between the companies we work with and tested automatically at every change: a fix made to a template will benefit every company that uses it.

    What will be done for you:

    • the connections to your software, through their official access points (APIs), with as few permissions as possible (read-only where feasible);
    • your rules: the tone of reminders, thresholds, deadlines;
    • sometimes a small business tool;
    • the screen where your team will read, correct, approve or refuse each suggestion, also being prepared.

    Before showing you anything, we test on your anonymised data, then we carry out a security review.

    Where the agent runs is your choice: your company's cloud account, in a European region; your own servers; or a dedicated server with us. Only indicators and alerts will go up to our supervision tool. The AI model itself may be called at a provider: the agent's rulebook says where (see the Data and security page).

  5. Step 4: It proves itself, without sending anything

    In short: for a few weeks, the agent suggests but sends nothing. You judge on figures, then you give the go-ahead, or not.

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    The length is agreed with you. Nothing goes out to your customers or suppliers.

    We measure:

    • the agreement rate: the share of suggestions your team would have approved as they were;
    • errors;
    • the time the agent would have saved.

    Second decision: you give the go-ahead to go live, or not. You decide with the figures in hand.

  6. Your decision 2: you give the go-ahead
  7. Step 5: It starts, you stay in control

    In short: at first, a person approves every action. The agent only gains freedom with good figures and your written agreement.

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    The agent starts at level 1, explained below: a person approves every action before it goes out.

    We support your team in getting to grips with it: reading a suggestion, approving it, correcting it, reporting a problem. The EU AI Act, by the way, requires companies that use an AI system to take measures to support the AI literacy of their staff (Article 4).

  8. Step 6: We keep watch over your agents

    In short: a follow-up by subscription, being prepared: you will see what each agent does, and we will be alerted if there is a problem.

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    Supervision will be a subscription, on quote. It is being prepared and will include:

    • a dashboard: the status of each agent and its alerts;
    • automatic alerts: when an agent meets an error, repeats it, or sees the AI model change, it will open a ticket itself. We will be notified, and you will see it in your customer area, also being prepared. A recurring problem will stay on a single ticket;
    • a log of every action: what the agent read, what it suggested, who approved, when, with which version;
    • no changes behind your back: an update will first go through a short trial;
    • a regular report, and a review of levels and versions, at a pace agreed with you.

You take the two decisions

You decide twice:

  1. Before the build: you approve the rulebook of each agent.
  2. After the trial: you give the go-ahead to go live.

After that, the agent only gains freedom with your written agreement. The rest (technical choices, order of work, tests) is our job: we decide it and we write it down.

Try it: approve, correct or refuse a suggestion

Example · fictional data
Payment Reminders agent suggests · level 1Approved

Invoice no. 2041, overdue · fictional company

Hello, Unless we are mistaken, invoice no. 2041 fell due 12 days ago. Could you let us know the planned payment date? If payment has already been made, please disregard this message. This message was written by an AI agent on behalf of the company.

Approved
  • The reminder is scheduled to be sent (example).
  • The decision is recorded in the agent's log: what it read, what it suggested, the decision, who made it, when, and with which version.

Example: the suggestion is approved. With JavaScript, you can approve it, correct it or refuse it.

How far the agent acts alone: autonomy levels 0 to 3

Its freedom is set with you, action by action. The same agent can send an acknowledgement of receipt on its own, and submit to you every reply that commits your company.

  1. Level 0, the shadow. The agent suggests but does not act. Your team does the work, and we compare.
    See an example

    For example: the agent writes a draft reply to each customer request. Nobody sends it. It is compared with the reply that actually went out.

  2. Level 1, everything is approved. The agent prepares the action. A person approves, corrects or refuses it before it goes out.
    See an example

    For example: the agent prepares the reminder for an overdue invoice, and your accountant checks it before it is sent.

  3. Level 2, alone on simple cases. The agent acts alone on safe cases, written in its rulebook with their rules and thresholds. It submits everything else to you, and you check a sample.
    See an example

    For example: acknowledging a request, giving your opening hours, chasing a quote left unanswered. The recipient is told that the message comes from an AI system.

  4. Level 3, alone and monitored. The agent acts alone. You read its report and receive its alerts.
    See an example

    For example: sorting incoming emails by type and priority.

What a person always approves

Whatever the figures:

  • a payment (the agent never pays);
  • sending a quote, an invoice, a formal notice or any document that commits you;
  • a commercial discount or a promised delivery time;
  • an entry in your accounts;
  • deleting data.

Each agent's rulebook lists these actions in black and white.

At the slightest doubt, it hands over to you

Each rulebook lists the cases where the agent stops rather than guess.

For example 

  • a serious complaint
  • a legal threat
  • a person who wants to exercise their rights over their data
  • an unreadable document
  • a customer in dispute
  • an amount outside your written rules

More freedom only if the figures follow

In short: the agent only acts alone if the figures prove it and you agree.

Three rules follow:

  1. Going up: it takes figures and your written agreement.
  2. Coming back down: this will be automatic. After a serious alert, the agent will lose a level, without waiting for a meeting.
  3. Reviewing: at a pace agreed with you, we will re-examine each agent's level, action by action.
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An agent does not gain freedom because “it seems to work”. It gains it when the measurements show it.

These measurements are in its rulebook from the start: the agreement rate, errors, time saved, and indicators specific to its mission. For the emails agent, it is the first-response time. For the payment reminders agent, it is the average payment time, before and after.

You always know why an agent acts alone, and which figures that trust rests on.

And for custom software?

In short: same principle: you suggest your budget, we tell you what can be built with it, and you approve.

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You approve the specification before the first development. You receive the software after acceptance testing, that is, a point-by-point check. As for the price, you suggest your budget, and we present two or three scopes that fit that amount. The price chosen becomes a fixed quote, signed before any work starts.

Next step: the audit

Everything starts with the audit. You leave with:

  • a one-page report on your tools, your repetitive tasks and your data;
  • the agents that make sense for you;
  • a quote, with an estimated number of days.

The audit costs €490 excl. VAT.

Next step

Tell us where your team loses time.

Everything starts with an audit: your tools, your ways of working, your volumes. You then receive a quote.

Book my audit