Method
Step by step,
all the way to green.
How an AI agent joins your business: one task at a time, with no change to your software, and always with your approval.
An AI agent is like a very diligent new trainee: you show it how you work, it learns, you check what it has understood, and then it does the same thing every day. And when it isn't sure, it raises its hand.
The steps
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Step 01 of 07Call
A 30-minute call.
In practice
Over video, Irshaad, the founder, asks you simple questions: what your team does every day, what takes the most time, which tools you use. No documents needed: describing the task is enough.
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- What you receive
- Concrete ideas: the tasks an agent could take on in your business, whether or not you work with us.
- Who approves
- You decide whether to take it further. The call is free of charge and carries no obligation.
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Step 02 of 07Proposal
A tailored proposal.
In practice
We set out in writing what the agent will do, in what order, and what stays with your team. We start with a single task: the one that will save you the most time.
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- What you receive
- A written proposal, with a precise quote.
- Who approves
- You. Nothing starts without your go-ahead.
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Step 03 of 07Set-up
The agent joins your tools.
In practice
We set the agent up where the work arrives: your email, your files, your software. Where your software allows it, a direct connection is built with you; otherwise, the agent works on screen just as a person would, or gives you files ready to import. Your team keeps its habits.
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- What you receive
- An agent installed where you choose: in a dedicated environment we run for you, or on your own servers.
- Who approves
- You, or your IT lead: you are the one who grants access.
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Step 04 of 07Learning
It learns from your real documents.
In practice
Like a new starter, the agent studies real examples: your invoices, your reports, your files. It picks up how you handle each case, from your habits to your exceptions.
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- What you receive
- A list of what it has understood, written in plain sentences. Example: “If the supplier is known and the VAT adds up, the invoice can go ahead.”
- Who approves
- No one yet: at this stage, the agent does nothing on its own.
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Step 05 of 07Approval
You approve its rules.
In practice
You review its rules one by one and give each situation a light: green, the agent acts alone; amber, a member of your team checks; red, you decide.
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- What you receive
- Fixed rules, approved by you: same document, same result, every time.
- Who approves
- You. A rule you haven't approved doesn't apply.
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Step 06 of 07At work
It works every day.
In practice
The agent applies your rules to every new document, without tiring. The AI is only used for unusual cases. And when it hesitates, it raises its hand: the document turns amber and waits for your team.
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- What you receive
- Work done the same way every time, with every action logged: who did what, and when.
- Who approves
- Green: the agent goes ahead. Amber: your team. Red: you.
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Step 07 of 07Follow-up
It improves with you.
In practice
When your team corrects a case, the approved correction becomes a new rule. New suppliers, new cases, new formats: the agent learns them over time.
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- What you receive
- Monthly monitoring and a report: what the agent handled, what went amber or red, and possible next steps.
- Who approves
- You, for every new rule. And when you're ready, you hand over a second task.
What never changes
You stay in control
The lights decide in advance who does what. Red is always a human decision.
One task at a time
We start with a single task, tested on your real documents. You judge the result before going any further.
Everything is logged
Every action the agent takes is recorded: you know what was done, when, and under which rule.
Read next
They do the work. You stay in control.
It all starts
with a 30-minute call.
On a video call with Irshaad, the founder. You'll leave with concrete ideas, whether or not you work with us.
Book a call