Sort the inbox
Each message is classified, filed, and sent to the right person. A summary arrives at the times you choose: what needs a response, what is urgent, and what can wait.
Custom systems · Reduce administrative work
Remove a repetitive task without losing control.
Email sorting, follow-ups, an up-to-date CRM, and matched accounting documents. We start with a real task, your tools, and the decisions that must remain human. Then we build the simplest system that does the work.
Free scoping call. Written scope, limits, and quote before work begins.
- Repeated taskEmail, follow-ups, CRM, accounting documents
- Written frameworkAllowed actions, limits, and stop conditions
- Human approvalYour team retains the decision
- Audit trailRead, prepared, sent, or paused
Rules definedExceptions flaggedSensitive decisions remain human
A scope
Human approval
An audit trail
· Examples of tasks, one element at a time
Work that repeats every week can follow a framework defined once.
A system that chains several steps needs time to respond. We explain where an AI agent spends its time and what we improve first.
Follow up on pending work
Unanswered quotes, missing documents, and overdue invoices. The agent identifies what is waiting, applies your timing rules, and prepares a follow-up for approval.
For a sales-focused need, see quote follow-up and request and quote handling.
Keep the CRM current
After an exchange, the record is completed, the stage is updated, and the next action is proposed. No more entering the same information in both email and the CRM.
Match accounting documents
Invoices received by email are found, filed, and matched to transactions. Only items that require a decision are brought to you.
Find information
The agent searches only the sources you authorize, summarizes the answer, and identifies the documents it used.
The first task is not technical. It is to write what your system needs to know about the business.
This is not a catalog. The starting point is the task that costs you the most, not the task that is easiest to automate.
· Simple automation or agent: the right tool for the task
We choose the simplest solution that meets the need.
When a rule is clear and stable, a fixed-step automation is enough. It is more predictable and easier to maintain. When the system must read, understand, and interpret changing context, an agent can take a role defined in advance. The right system often combines both.
Sometimes the scoping call concludes that there is nothing useful to build. We tell you.
· Approval and limits
What the system may do is written before it acts.
A scope
Authorized actions, prohibited actions, channels, volumes, and the point where the system stops and hands control to you.
Human approval
Anything that commits the business to a customer, supplier, or third party goes through a person. The system prepares; a person approves.
An audit trail
What was read, prepared, sent, or placed on hold remains available for review. You can suspend the system at any time.
Your access stays with you
You enter access credentials for your tools yourself. They never pass through us. The system is hosted in your environment or on a server in Europe, and it belongs to you.
· How the project is built
One process at a time.
Step 1 - Scoping
One task, your tools, and the decisions that must remain human. A free 30-minute conversation followed by a written opinion.
Step 2 - Written scope
The current workflow, what must change, the system's role and limits, and a fixed written quote.
Step 3 - Development
Connections to your tools, approval rules, and tests using real cases.
Step 4 - Initial operation
Two weeks of supported use with your teams. We correct what needs correction.
Step 5 - Monthly support
Monitoring, corrections, and adjustments. No minimum term, with one month's notice.
· Offer and quote
A fixed quote, written before work begins.
Every custom project follows the same logic as our two standard systems: fixed-scope implementation for one process, followed by optional monthly support with no minimum term. The quote separates our fees from third-party tools, which you subscribe to in your own name and pay directly without a markup.
View the offers and shared framework
· Who it is for
A good fit when the task already exists and repeats.
This is relevant if
- A team member repeats the same series of actions every day or week.
- Information moves between tools by copy and paste.
- You can identify what must remain a human decision.
This is not a good fit if
- You want to automate everything at once. We start with one process; otherwise the project fails.
- The process does not exist yet or changes every month.
- You want to replace a team rather than remove repetitive work from it.
FAQ
Q - What is the difference between an automation and an AI agent?+
An automation follows a sequence defined in advance. An agent works within a defined role when context varies, such as reading a message, understanding the request, and preparing a response. In both cases, limits and approvals are written before launch.
Q - Is it compatible with our current tools?+
The scoping call checks each tool: what can be connected cleanly, how it can be connected, and what cannot. We do not ask you to change software simply to accommodate an agent.
Q - We already use ChatGPT. What is different?+
No one has to open a tab and ask a question. The system works inside your tools, follows your rules, and asks for your attention when a decision is needed.
Q - Does an agent act on its own?+
Only within the framework written with you, and never beyond it. Anything that commits the business requires human approval.
Q - What happens if we stop monthly support?+
The system remains with you, together with its documentation. You can maintain it yourselves or suspend it.
Q - What does it cost?+
The exact scope and fee depend on the process. You receive both in writing after the scoping call and before any expense is incurred.
Which task comes back every week in your business?
Take 30 minutes to describe it, review your tools, and decide whether there is something useful to build. You leave with a written opinion.