AI AGENTS & WORKFLOW AUTOMATION

Less manual work.
More room
to grow.

Custom AI agents that handle the repetitive work—documents, invoices, leads, and reporting—inside the systems your team already uses.

Explore your savings See the client results

3 quick questions. A directional range. No email needed.

A BETTER WAY TO WORK

From inbox
to handled.

An example of an agent at work

  1. A document arrivesEmail, upload, or your existing system
  2. The agent does the groundworkExtracts, checks, and routes the details
  3. Your team keeps controlApprovals and exceptions reach a person
Your systems. Your rules. A clear audit trail.

Experience behind the workOur team has built AI systems for

MetaCaterpillarBlue Cross Blue Shield

01 / CLIENT RESULTS

Real work.
Measurable impact.

A focused first build can change how an entire business operates. Here’s what that looked like for Consumer Law Group.

CONSUMER LAW GROUP

A growing firm.
A new way to handle the volume.

Applications once had to be read, entered, checked, and filed by hand. We built agents to process documents, validate details, update the firm’s systems, and flag exceptions for a person.

That first engagement grew into a catalog of agents across intake, document handling, status updates, and reporting.

Find your first opportunity
Annual payroll & operating savings
$1M+
Roles’ worth of work handled by agents
70+
Built for the way the firm works
One workflow first.
More value with every build.
What impressed me most was how professional and efficient the whole engagement was. They built us a custom agent catalog that's since replaced 70 roles' worth of work and is saving our firm millions annually. It's the best investment we've made.
Adam DayanFounder & CEO, Consumer Law Group

Results from this client engagement. Your opportunity depends on your workflows, volume, and implementation.

02 / WHAT WE BUILD

Start where the
manual work stacks up.

Built around your processes, connected to your existing tools, with human oversight where it matters.

Workflow automation

Connect the steps between your tools so your team can stop copying, chasing, and re-keying.

  • Invoices & order processing
  • Onboarding & approvals
  • Reporting & data transfers

ERP · CRM · Finance tools · Sheets

Custom AI agents

Give routine work an owner that follows your policies and brings the right exceptions to a person.

  • Support & inbox triage
  • Lead qualification & routing
  • Document review & extraction

Your policies · Your data · Your guardrails

AI for your systems

When a standard product doesn’t fit, build the missing capability around the way your business works.

  • Internal knowledge assistants
  • Quoting & decision support
  • Legacy-system integrations

Custom interfaces · APIs · AI pipelines

03 / HOW WE WORK

A clear path
from idea
to impact.

Start small enough to measure. Build well enough to scale.

Explore the readiness guide

  1. Find the right first workflow

    Start with a 15-minute introductory call. We’ll discuss where manual work is building up and whether a deeper operations audit makes sense.

    A clear next step, without a commitment

  2. Scope it. Build it. Prove it.

    We map the process, establish a baseline, and agree on scope, fees, and success measures before building. A focused first deployment can target 30 days, depending on access and complexity.

    A working pilot in your environment

  3. Expand what earns its place

    Measure hours released, process cost, and quality. Improve the first workflow, then decide together what’s worth automating next.

    Evidence for the next investment
Works with your stackKeep the systems your team knows.
Human control, built inApprovals, escalation, and audit trails.
Measured against a baselineCapacity, cost, quality—not demo count.

04 / GOOD QUESTIONS

Let’s make
this clear.

Something else on your mind?
Ask us directly

Do we need to replace our existing systems?

Usually, no. We build around your ERP, CRM, helpdesk, and finance tools. During scoping, we check what each system can support and flag any access or integration constraints before committing to a build.

What does an engagement cost?

The introductory call helps us understand your needs. Any deeper audit, implementation, and ongoing support are scoped and priced before work begins. We compare the projected value with the full cost—including ongoing tooling—so you can make an informed decision.

How accurate is the savings estimate?

It’s a directional opportunity range based on team size and the areas you select. It is not a forecast or a guarantee. It represents potentially automatable labor cost, before implementation and running costs. We need actual volumes, handling time, and costs to calculate your business case.

What happens when an agent gets something wrong?

We define confidence thresholds, approval gates, and escalation paths for the workflow. Actions with material consequences can require human approval. Monitoring and an audit trail help your team understand what happened and improve the process.

What about our data and security requirements?

We design around your environment and review access, data flows, and approved providers with you. Permissions are scoped to the workflow. Any external processing, retention requirements, and security reviews are addressed before deployment.

Are we too small, or too early, for this?

Headcount alone doesn’t decide the opportunity. A small team with a high-volume, repeatable process can be a good fit. If you’re still exploring, start with the readiness guide. You can also book a call to discuss a specific workflow.

MAKE ROOM FOR WHAT’S NEXT

What would your team do
with more time?

Find the first opportunity worth exploring.
Three questions will help you get started.

Explore your savings Have a project in mind? Book a 15-minute call
PLEXUS

Your automation opportunity