Operations Automation
Operations Agents That Follow Your Rules
Workflow automation that handles exceptions, documents decisions, and escalates appropriately—not brittle bots that break on edge cases.
Beyond Traditional Automation
Robotic process automation promised to transform back-office work. Reality proved messier: brittle scripts that break when interfaces change, hardcoded logic that can't handle exceptions, and maintenance overhead that erodes ROI.
AI-powered operations agents offer something different: systems that understand context, handle variation, and adapt to real-world messiness. They follow your business rules while exercising judgment on edge cases—exactly what human operators do.
What We Build
The agent handles the 80% of cases that follow patterns while flagging the 20% that require human judgment.
Document Processing
Agents that understand documents—not just extract text, but interpret meaning. Invoices matched to POs with discrepancy handling. Contracts parsed for key terms.
Approval Workflows
Intelligent routing based on content and context. Purchase requests, expense reports, and vacation requests evaluated against policy with ambiguous cases escalated.
Compliance Reporting
Automate recurring compliance tasks: gather required information, apply formatting requirements, flag exceptions, produce audit-ready reports.
Employee Operations
Onboarding and offboarding workflows: provision accounts, assign equipment, schedule training, send communications—coordinated across HR, IT, and facilities.
Vendor Management
Track contracts, monitor renewal dates, consolidate spend data, flag compliance issues. Maintain vendor intelligence without dedicated staff.
Typical Impact
Architecture for Operations AI
Operations agents require specific capabilities that we build into every system, not as afterthoughts.
Reliable Integration
Connections to your systems of record that handle authentication, rate limits, and API changes gracefully.
Audit Logging
Every decision documented with inputs, reasoning, and outputs. When finance or compliance asks what happened, you have answers.
Exception Handling
Clear escalation paths when the agent encounters situations outside its authority. Humans handle judgment calls; the agent handles process.
Rollback Capability
When something goes wrong, you can undo the agent's actions. Automation shouldn't be irreversible.
Prompt Engineering for Operations
Operations prompts require:
Operations automation doesn't eliminate roles—it shifts focus from repetitive process to value-added work.
Process Fidelity
The agent follows your actual business rules—not simplified versions. Steps, approvals, and exceptions match your documented procedures.
Conservative Defaults
When uncertain, the agent asks rather than guesses. Wrong automation is worse than no automation.
Decision Documentation
Every non-trivial choice includes explanation. Auditors can trace why specific actions were taken.
Error Communication
When something fails, the agent explains what went wrong and what human action is needed—not cryptic error codes.
Implementation Approach
Discovery
Map current processes in detail. Identify automation candidates based on volume, complexity, and exception rate.
Prioritization
Start with high-volume, rule-based processes. Early wins build confidence and fund expansion.
Pilot
Deploy to limited scope. Verify accuracy against manual processing. Refine exception handling based on real cases.
Scale
Expand successful automations. Add processes incrementally based on proven patterns.
Ready to move your team from process to judgment?
We'll analyze your workflows, identify automation opportunities, and show you what AI operations agents can accomplish.