AI agents that take the routine work off your plate.
We build AI agents around the way you work. They fetch, sort and prepare information across your systems, and you approve before anything is sent or changed.
What is an AI agent?
An AI agent is software that handles one well-defined task from start to finish. It reads documents, pulls data from the systems you use and prepares the result. Unlike a chatbot, it works inside your workflow. The agents we build wait for approval before anything is sent or changed.
Examples of tasks an AI agent can take on.
These are typical tasks. Together, we'll work out which ones add the most value for you.
Summarise and compare quotes
The agent reads quotes and tenders, pulls out prices, terms and deadlines, and sets the offers side by side. You get a clear basis for your decision, not a pile of PDFs.
Extract data from PDFs and forms
Supplier invoices, order confirmations and order forms become structured data, ready for the system you work in. Missing or mismatched fields are flagged, and a person approves before anything goes in.
Compile recurring reports from several systems
The figures for the weekly or monthly report are pulled from where they live and put together the same way every time. You review the report before it's shared.
Keep product data and price lists in sync
When a price changes in one place, the agent finds the same products in your other systems and sets out the changes. Once you've approved them, everything is updated.
Prepare draft quotes from templates
The agent fills in your quote template with the right products, prices and terms. Your salesperson checks the draft, makes any changes and sends it themselves.
Move information between systems
When a project or purchase order is created in one system, the agent prepares the details for your other systems. You approve, and you don't have to key it all in twice.
Safe, and under your control.
You decide what it can access
The agent only gets access to the systems and data the task needs. Nothing more.
A person approves
Nothing is sent or changed until a person has checked and approved it. You can see what the agent has done.
Built to follow GDPR and the EU AI Act
We build our agents to follow the rules from day one, and we look at what they require as early as the mapping stage.
We start with one workflow
The first agent should clearly pay off. Once it works day to day, you can build on it.
From routine task to agent in production.
- 01
Mapping
We find the task where an agent would save the most time, and work out which systems and data it needs and what the rules require. Before we build anything, you get a concrete proposal with a price.
- 02
Building
We build the agent and connect it to the systems you already use. You test it on real tasks and tell us what needs adjusting.
- 03
Value in production
The agent handles the task day to day, and a person approves what it delivers. We follow up, and you decide what comes next.
Who it's for
- Businesses with the same tasks coming up every week
- Teams that move information between systems by hand
- Managers who want their reports without keying in the figures themselves
- Businesses that want to get started with AI but have no in-house data team
Frequently asked questions
How is an AI agent different from a chatbot?
A chatbot answers when you ask, and you take it from there yourself. An AI agent carries out a set task inside your workflow and puts the result where it's needed, ready for you to approve.
Do we have to change systems?
Usually, no. The agent is built around the systems you already use. During the mapping stage, we look at how to connect it and tell you if anything stands in the way.
What happens to our data?
You decide which data the agent can access, and it uses that data only for its task. We build our agents to follow GDPR and the EU AI Act. Before anything goes live, we go through with you how the data will be handled and which services are involved.
What does it cost, and how long does it take?
It depends on what the agent needs to do and which systems it connects to. Every project is priced individually. After a no-obligation chat, you get a concrete proposal with a price and a time estimate.
How do we get started?
Get in touch and tell us briefly about the task you'd like to get off your plate. We reply within 1–2 business days and set up a no-obligation chat.
Other services
AI advisory
A prioritised plan for AI
HaloPSA consultancy
Official HaloPSA partner
Got a task that takes up too much time?
Tell us about it in a no-obligation chat.