Custom AI Agent for a Repetitive Process
The agent gathers data, prepares the result and saves it in your system, and a person approves irreversible steps.
- phaseImplementation
- engagementProject
The problem this solves
Every week someone on your team spends hours on the same sequence: pull data from several systems, assess it against rules they know by heart, enter the result and let someone know. There are too many exceptions for standard automation, and it’s a poor use of a specialist’s time.
How I work
First I check whether the process suits an agent: clear inputs, rules that can be written down and mistakes that are easy to catch. If it doesn’t, I tell you before any work starts.
The agent gets only the tools and API permissions it needs, in HubSpot too if you use it. I build it on Claude with custom code in Node or Python. Every decision and action goes into a log, and limits cap the number of operations and the cost. Before launch I test the agent on your past cases. At first a person approves every result, and we widen what the agent does on its own only once it does what we agreed.
What you get
- A process assessment: what goes to the agent and what stays with people
- An agent with defined tools and permissions
- Human approval for irreversible steps
- Limits on operations and cost
- A log of the agent’s decisions and actions
- Test results on your past cases
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After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.