AI workflow agents with human sign-off
A workflow agent takes a routine task, does the preparation and hands the result to a person. Order entry, customer email triage and reconciliations are typical examples. Nothing changes in SAP Business One until a person has signed it off, and every action is logged.
What you get
- Order entry, email triage and reconciliations
- A person signs off every change to ERP data
- Every action logged
- Built and run by forward-deployed engineers
Is this for you?
Skilled people do routine work
Your best staff spend hours on steps that follow the same rules every time.
The inbox decides the day
Customer emails are read, sorted and forwarded by hand before anyone can answer.
Reconciliation eats the month end
Payments and invoices are matched line by line in spreadsheets.
How far an agent goes
Each level builds on the one before. The last step always belongs to a person.
- Level 1
Reads
The agent takes in the email, order or statement.
- Level 2
Suggests
It proposes what to do next.
- Level 3
Prepares
It drafts the document or the change in full.
- Level 4
A person signs off
Only then is SAP Business One changed, and the action is logged.
What agents take over
01
Order entry
The agent drafts the sales order from a customer order, and a person signs it off.
02
Customer email triage
Incoming emails are classified by topic and routed to the right team, with a person reviewing.
03
Reconciliations
Payments are matched to invoices, and a person approves the matches.
04
Your own process
Other repetitive steps follow the same pattern. The assessment shows which ones are worth it.
What the cost depends on
- How many steps and exceptions the process has
- Which systems the agent reads from and writes to
- How approvals are organised today
- Cloud model or self-hosted model
Not sure where to start?
Find the right process first
The use-case assessment shows which routine tasks are worth handing to an agent, and which are not.
Frequently asked questions
- Can an agent post to SAP Business One without approval?
- No. A person signs off before anything changes in your ERP, and every action is logged.
- What happens when the agent gets it wrong?
- The reviewer corrects or rejects the draft. Nothing has been written at that point, and we use the corrections to improve the agent.
- Who looks after the agent in production?
- We do. Our engineers monitor the automation and keep improving it under a support contract.
More about AI automation
Free consultation
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- 2Meet a specialist in a 30-minute video call
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