An agent for the job your team repeats every week.
In design. A custom agent is a company's own digital colleague for one recurring job, briefed like a new clerk. It reads, matches, chases and drafts; people approve anything that changes the records.
The problem
Some work is too varied for a fixed automation and too repetitive for a person.
Certificates in the inbox
Suppliers e-mail documents that someone has to read and attach to the right lots.
Evidence before departure
Every EU-bound lot should have its EUDR evidence a week before it leaves.
Certificates about to expire
Suppliers whose certificates expire need a reminder, in time.
What it does
The design sets what an agent may do and how it earns trust before it is used.
A playbook, not code
The goal, the steps and your own rules and exceptions, drawn on the same canvas as automations.
Started like an automation
When something happens and the conditions hold, an automation runs the agent. It can also be run by hand or from an inbound e-mail.
A small set of tools
Read, prepare, communicate and propose. Never approve, never administer.
Outside text read safely
Inbound e-mail and documents go first through a reader without tools; the agent sees checked fields, never the raw text.
Tested, tried, then in use
Scenario and adversarial tests, then at least 7 days on trial where nothing leaves, then an owner or administrator puts it in use.
- Read the full module
How it works
From a draft in the sandbox to an agent in use, measured.
Write the playbook
The job as you would brief a new clerk.
Grant its tools
Only what the job needs, from the platform's catalogue.
Test and try it
Tests must pass, then a trial of at least 7 days in which every would-be action is shown.
Measure it
Accepted, edited or rejected work, minutes saved against a declared baseline, cycle time and cost.
Who uses it
Corrections people make become proposed lessons; a person accepts them into a new playbook version, which is tested again.
Operator
Drafts and tests playbooks in the sandbox.
Owner or administrator
Puts an agent in use after its trial.
Approver
Approves what the agent proposes.
Organization
Publishes templates and sets policy for its companies.
Related features
- Humboldt, the AI analystExplains findings in business words and suggests next steps. People decide.
- AutomationsWhen something happens, and only if your conditions hold, prepare the next step for review.
- Certificates and evidenceCertificates and lab results on each lot, with who stands behind each one.
- Network and sharingConnect suppliers and customers, share evidence lot by lot and request what is missing.
Tell us the job you would hand to an agent.
Custom agents are in design. Tell us the recurring work you would brief one on, and we will walk you through the design.