Accounting
Sales
Inventory
Event triggers
A new email, record, file or a scheduled time starts the run — no one has to remember to kick it off.
agents with approval steps
Let an agent do the steps. Keep the decision.
Multi-step work — classify the email, pull the record, prepare the document, route it, follow up — run by an AI agent across your systems, with a person approving before anything irreversible happens.
what's included
Where an agent earns its place.
Multi-step tasks
Read, classify, look up the record, prepare a document, route it and schedule the follow-up — in sequence.
Approval gates
A person signs off before anything irreversible — a payment, a posting, a message to a customer.
Guardrails
We set what the agent may do alone, what waits for approval, and what it must never do at all.
Audit trail
Every action is logged against the record it touched, so you can see what ran and why.
Connected tools
Email, documents, spreadsheets, Odoo and your other systems joined through APIs and connectors.
how we build one
Map it, automate it, keep a gate.
1
Map the workflow
Every step, system and decision, and where time is lost today — written down before anything is built.
2
Set the gates
What the agent may do alone, what waits for approval, and what it must never do.
3
Build and connect
Odoo, email, documents, spreadsheets and your tools connected through APIs and connectors.
4
Run and measure
Handled, escalated, corrected — reported back, with gates loosened only when there's evidence to.
what you get
Agents prepare; people post.
Nothing irreversible happens without a person. Every action is logged against the record it touched, any step can be replayed or rolled back, and you can pause a workflow at any time.
- Runs triggered by the events you choose
- Approval steps for payments, postings and commitments
- Guardrails for what the agent may and may not do
- A full action log on the record it touched
- Access scoped to what the task needs
- Kill switch and pause per workflow
- Replay or roll back any step
- Connected to email, documents, spreadsheets and Odoo
- Works with the tools you already use
- Grounded in your own data, not guesswork
- A monthly report: handled, escalated, corrected
- Clear pricing on quotation
questions
What teams ask before they start.
Will it act without us?
No. Anything irreversible — a payment, a posting, a message to a customer — waits for a person to approve. The agent prepares the step; you release it.
How do we know what it did?
Every action is logged against the record it touched, and any step can be replayed or rolled back if something looks wrong.
What can it connect to?
Email, documents, spreadsheets, Odoo and your other systems, joined through APIs and connectors so the agent works across them in one run.
Can we stop it quickly?
Yes. There's a kill switch and a pause per workflow, and access is scoped so the agent only ever sees what its task needs.
Does it need Odoo?
No. Agents work with the tools you already use, and connect to Odoo when you run it — reading and preparing records inside the ERP.
What does it cost?
Pricing is on quotation, scoped to the workflow and systems involved. Request a quotation and we'll return a written scope.
related services
Pairs well with these.
AI inside Odoo
Run these workflows on your ERP records — bills matched, replies drafted, records summarised.
Learn moreAI chatbots
Let a conversation kick off a workflow, then capture the lead or booking that follows.
Learn moreAI overview
See how automation agents fit alongside the other three AI disciplines.
Learn more
next step
Describe one workflow that eats your week.
Steps, systems and who approves what — we'll return a design and a first-version estimate.