Task Automation

Yes, it is even the safest route. Task Automation takes over a task that keeps coming back, in one to two weeks, with no audit; its price is set after the free Scoping Meeting, and the gain is measured 30 days after go-live.

If the result justifies it, the Process Agent takes over the process the task belongs to, then other independent processes if you wish. Processes from the same business domain (a department, a whole area of your activity) are a matter for Business Agents, always preceded by the Domain Audit.

At the start, yes. A per-user subscription costs little, but guarantees no gain. A custom agent requires an initial investment, in proportion to the scope: a task, with Task Automation, costs far less than a process or an entire business domain (a department, such as purchasing). In return, it does precise work, within your tools, with a measured gain. Some off-the-shelf tools let you build a simple agent; as soon as several tools must be connected, your rules applied and decisions kept in your hands, the design work remains the same.

Yes: an email, a shared document, a scanned letter. It extracts what matters (an amount, a date, a reference) and files it in your tool. A scanned document calls for more precautions: if it is badly scanned or illegible, it is flagged to a person rather than guessed.

A document that arrives already structured, such as an electronic invoice, makes its work easier without making it unnecessary: it still has to be matched with the order, discrepancies checked and rejections handled. Extracting the data from an invoice received by email and filing it in your accounting tool is a task: Task Automation is enough.

One to two weeks for a task, with Task Automation. For a complete process, allow three weeks with the Process Agent, four to five for two processes; beyond that, the timeframe is set out in the proposal. An entire business domain (a department, a part of your business) takes four to six weeks with Business Agents, after the Domain Audit; the Company Brain, six to ten weeks for a first scope.

These timeframes assume access has been obtained before the start. Long delays rarely come from technology: they come from access, trade-offs and approvals.

Task Automation includes six deliverables, from framing to measuring the result 30 days after go-live, so that a repetitive task is taken off your hands within your current tools in one to two weeks, without changing your habits:

• the framing, with the person who does the task: what triggers it, the expected result, the special cases and the indicator to measure;
• the set-up, and the instructions the AI follows;
• tests on your real cases, then two rounds of corrections;
• the documentation and the handover to your teams;
• the code and the connections to your tools, which belong to you;
• the measurement of the agreed indicator, before we start then 30 days after go-live.

The price of Task Automation follows first the number of tasks, from one to three, then the tools to connect and how to access them. It is set after the free Scoping Meeting: your detailed quote gives it before we start, with no surprises.

• The offer covers one task, one connected tool and one contact person at your end; each additional task is added to the quote.
• Processing your data in France (Sovereignty level 2) is an option, with the annual sovereignty check.
• Monitoring, optional, is counted per task.

The project is paid in two instalments: on order, then on final approval.

Repetitive tasks that always follow the same pattern (a trigger, an action, a result, with no decision to make along the way) can be handed to AI through Task Automation. For example:

• sorting incoming requests and sending them to the right person;
• extracting the details of a signed delivery note received by email and attaching them to the right order;
• acknowledging every job application received;
• alerting the right person when an item falls below its stock threshold;
• following up on a quote that has received no reply.

The task runs by itself, each time an email arrives or at a set time: nobody has to start it.

No: Task Automation covers at most three standalone tasks, each in one tool. Beyond three, or as soon as tasks follow on from each other, with decisions to make along the way or several tools to connect, the Process Agent takes over.

The same goes for Monitoring: beyond three standalone tasks, the process tier applies.