Custom AI Agentic Workflows

Every business runs on a stack of tasks that should not need a human. Copy-paste between two systems that should talk. Following up on a quote that was sent three days ago. Routing an inquiry from the contact form to the right department. Tagging records. Pulling data from one place into another. The work that adds up to half a day, every day, across the team.

Custom AI Agentic Workflows are the systems that take those tasks off the team's plate. Not by buying another off-the-shelf tool. By building an AI agent that does the specific thing your business needs, in the way your business needs it done.

What it is, in one paragraph

We find exactly where your business runs on copy-paste and manual follow-ups, automate it cleanly, and build custom AI systems for problems that generic tools simply cannot solve.

Where it fits

The fit is operational, not industry-specific. The patterns that signal a Custom Workflow opportunity show up in every vertical:

• -The copy-paste tax. Someone on the team moves data between two systems every day. CRM to spreadsheet. Spreadsheet to invoicing tool. Booking platform to internal tracker. The work is tedious, error-prone, and a real consumer of time.
• -The follow-up gap. Quotes get sent and forgotten. Leads sit in the inbox without a next touch. Discovery calls happen and the action items live in someone's notes app. The team has the intent to follow up; the system to make it happen is missing.
• -The routing problem. Inquiries arrive in one channel and need to reach a specific department, person, or stage. The current routing is "whoever sees it first" or a long-running Slack thread that loses track.
• -The custom shape. Off-the-shelf tools handle 80% of what you need but break on the last 20%. The 20% is the specific shape your business has. A generic CRM does not know your stages. A generic email sequencer does not know your tone. A generic chatbot does not know your specific knowledge.

If the work currently has a human bottleneck and the rule that humans follow is itself a clear rule, an AI agent can hold that rule. If the work is fully creative judgment, it is not the right place to start.

A few concrete examples

These are illustrative shapes. Real builds are specific to the client.

• -After every discovery call, a follow-up email is drafted in the founder's voice, referencing the specific scope discussed, scheduled to send the next morning. The draft sits in the founder's outbox until approval. The agent never sends without approval. The agent does the drafting work.
• -A new lead lands in the CRM. An agent checks the lead's public profile, enriches the record with the data that matters for qualification, tags the vertical, and routes it to the right sales lane. The sales rep opens an already-qualified record.
• -A multi-step sequence runs across email, voice agent, and CRM, with each step waiting on a specific signal before the next step fires. The whole thing is a single workflow. No team member has to remember where each lead is in the sequence.
• -An incoming inquiry is parsed for intent, classified, and routed to the right department. Urgent issues escalate immediately. Routine inquiries get a first-pass answer from the knowledge base and a follow-up scheduled.

What we build into it as baseline

These are not premium tiers. They ship with every deployment.

• -EU AI Act Article 50 scoping. Article 50 applies where the workflow touches an end-user, even indirectly. If the workflow generates a customer-facing email, voice message, chat response, or any artifact the user sees, the AI disclosure is built into that output. Internal-only workflows are scoped per build. We make this decision before the code is written, not after. Read more about Article 50 on the dedicated page.
• -A specific operational spec for what the agent does, what it does not do, and where the human approval gates sit. Most client workflows have a human in the loop for the final action, especially on first deployments.
• -Clean integration with what you already use. Your CRM. Your email. Your calendar. Your existing data sources. We do not ask you to migrate.
• -EU-resident infrastructure for the agent runtime and any data the workflow touches.
• -Observability. You can see what the agent did, when, on which records, with what outcome. Not a black box.
• -A custom system that does not name competitors, does not improvise client claims, does not share data outside the scope agreed on the discovery call.

How we build it

Three phases: Analysis, Build, Integration.

Analysis. We sit with you and map the actual operational flow. We find exactly where the copy-paste, the follow-up gap, or the routing problem lives. We write down the rule a human currently follows. We mark where the human judgment is essential and where it is repetitive. This is the operational spec.

Build. We assemble the agent around the spec. Integration points to your systems. Article 50 scoping where the workflow touches users. EU hosting. Approval gates where the human stays in the loop. A working version handles a small slice of the workflow end-to-end within a few weeks.

Integration. We connect it to your stack. We watch the first real runs. We adjust where reality differs from the spec. The system stays under our eye through full adoption, not until the contract page says "delivered."

How this fits with our other systems

A Custom Workflow can stand on its own. It can also extend a Voice Agent or an Avatar Widget. The voice agent qualifies a call and the workflow follows up the next day. The avatar captures a serious inquiry and the workflow enriches the record before the sales call. The pieces talk to each other when the client's system needs them to.

Pricing

We do not publish pricing on our website. Every workflow build is custom by definition: the work is specific to the client. We size the proposal on the discovery call, where the operational scope is clear.

Talk to us

If your team is spending real hours every week on work that has a clear rule and a tedious shape, the Custom Workflow is the system that removes that work without breaking the things that already work.