AI agents

Give one workflow to an AI agent.

We connect your CRM, inbox and approval steps so your team can review the next action.

Map a workflow

Follow a quote request

Illustrative workflow

Inbound quote email

From: Procurement team, Northwind Works
Subject: Quote request for field service users

Hi,

Could you prepare a quote for 25 field service users? Please include the scope and the next steps for our procurement team.

Thanks,
Northwind Works

Draft reply

Sales owner review

Thanks for your enquiry about 25 field service users. I’ve noted your requested scope. Our sales team will confirm the licensing assumptions and prepare your itemised quote.

Prepared from the enquiry and matched CRM account.

Review draft

Check the draft against the request before approving this example.

Recipient and scope checked

Decide what the agent can do

Agree which tasks the agent can complete and which decisions need a named owner.

Read account history: Allowed
Prepare a reply: Allowed
Send a quote: Approval required

What your team receives

Workflow map

A clear view of each step, the systems involved and who approves the result.

Configured pilot

A working version tested on representative requests, permissions and exceptions.

Handover notes

The configuration, review steps and operating guidance your team needs.

Bring one repeatable task.