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WORKER 06CUSTOM

Custom Agent

Your process doesn’t fit a blueprint? We build the worker around it. The Custom Agent is designed from scratch for the way your business actually runs, with your tools, your rules and your approvals, like the builds in our case studies.

PO-SYNC-LOG.TXT
Build: purchase order to invoice sync (simplified)

LOGGED   purchase order entered in accounting
OPENED   sales order created in the warehouse system
POSTED   yard team reviewed and posted it
READ     final invoice details picked up
UPDATED purchase order matched to the invoice

Needs you (1): one new item has no code yet, waiting in the fix queue
SIMPLIFIED FROM OUR INVOICE AUTOMATION BUILD

What it does

Six jobs it takes off your plate.

Starts with your process

We map how the work really gets done, including the exceptions.

Built around your tools

Connects to the systems you already run, even older ones.

Your rules, your checkpoints

You choose where a person approves and where the worker is free to act.

Clean exceptions

Odd cases land in a simple queue for a person to fix in one click.

Dashboard and logs

See what the worker did, how it’s performing and when it needs you.

You own the result

In our case studies, the client owns the custom code, with no per-seat fees.

Where it fits

Used in these solutions.

Most engagements combine two or three workers. This one is part of:

You stay in control

You choose how much freedom it gets.

Every worker runs in one of three modes, set task by task. Everything it does is logged, and you can pause it at any time.

Draft

It prepares the work and hands it to you. Nothing goes out without your say-so. Every new build starts here.

Approve

It does the task after your one-click OK. You review a short list in minutes.

Autopilot

It handles the task on its own, inside limits you set. Anything unusual still comes to you.

No rip and replace

Works inside the tools you already use.

Plus your industry software and almost anything with an API. How we handle access and data.

QuickBooksYour warehouse or ERP systemYour industry softwareGoogle WorkspaceMicrosoft 365Almost anything with an API

FAQ

Questions about the Custom Agent.

How do I know if I need a custom worker?

If the process involves several systems, unusual rules or software with no standard connection, a custom build is likely. In the assessment we tell you whether a standard worker would do the job.

How long does a custom build take?

A single-system process often takes a few weeks. Larger, multi-system builds take longer. Our invoice automation project took 14 weeks from blueprint to launch.

Can I see an example?

Yes. Both of our case studies were custom builds.

Ready when you are

Put a Custom Agent inside your process.

We’ll map where it fits, connect it to your tools and test it on live work, with you approving every step.