Workflow agents

Across your CRM, ERP and approvals

Agents that work across your business systems.

Ask your CRM in plain English about quotes, margins, opportunities and pipeline.
Log calls and update deals, with a confirmation step before anything is changed.
Route approvals, like supplier invoices, to the right person in Microsoft Teams or Slack.
Connects to systems like Salesforce, HubSpot, Dynamics 365, Business Central and Xero. Built per project.

How it works

Step 1:
Supplier invoice arrives by email
Step 2:
Agent reads the supplier and amount
Step 3:
Creates a draft bill in your accounting system
Step 4:
Manager approves in Microsoft Teams or Slack
Person in the loop
Step 5:
Bill is marked approved

Example flow. Each agent is built per project.

What we've built

A Copilot Studio agent in Microsoft Teams that answers questions about Salesforce CPQ quotes, discounts and margins in plain English by writing SOQL against the live org. It is read-only by design: its only tool is a query action.

Contact Us

Have a question? Send us a message and we'll get back to you within 24 hours.