Agent or automation?
Classic automation follows fixed rules. An agent understands free text and picks the right action. Anthropic, the company behind Claude, recommends in its guide to agents (opens in a new tab) starting simple and adding autonomy only when it helps.
Seven good candidates
- Sorting incoming emails and drafting replies.
- Turning every quote request into a CRM record.
- Preparing a weekly list of overdue invoices.
- Extracting data from incoming invoices and purchase orders.
- Summarising tenders published in your sector.
- Updating a schedule from customer confirmations.
- Writing meeting minutes from notes.
Stay in control
Every agent we build has limited permissions and asks for human approval before important actions: sending, paying, deleting. Activity logs show exactly what was done.
The NIST AI Risk Management Framework (opens in a new tab) is a useful reference for structuring these safeguards.
Where to start
List your team’s repetitive tasks and the time they take. We start from that list to propose a first AI agent, often combined with a custom AI app.