Drawn from customer projects and our own operations. We are happy to answer any questions in an initial call.
We don't sell anything we don't use ourselves. So every month our management team gets a report on our own agents. It fits on a single page. The figures come straight from the logs, not from anyone's memory. That makes every figure reliable.
Accounting
The agent collects incoming invoices from our mailboxes. It checks the mandatory details and the purchase order reference, then records each one as a purchase invoice in Business Central. Nothing is posted until a person has approved it. The report shows how many invoices came back with a query. Usually the purchase order reference is missing. If the agent matched a document to the wrong record, that goes in too.
Time tracking
Project hours are logged through a conversation in Teams. The agent checks them against our rules before they reach Dynamics. Anyone who forgot something the evening before gets a friendly reminder the next morning. The report shows how many entries were sent back and how many still needed correcting later. The second number is the one that matters.
Daily briefing
Everyone gets a morning summary of their emails, meetings and CRM updates. Nothing in the report is less exciting. And nobody here would give it up.
Sales
An agent drafts proposals from our catalogue templates. It reads tenders and summarises the requirements. It also turns website enquiries into leads in Dynamics. Every draft proposal goes to management for sign-off. None goes out unchanged, and that is deliberate. A proposal should come from us. The agent simply saves us the first hour.
Everything else
Then there is marketing and reporting, HR and project staffing, recruiting, platform operations and governance. That covers everything from the overnight platform check to the evidence we need for our Microsoft specialisation. These take up just a few lines in the report. We rarely talk about them, because they simply work.
The bottom line
The report ends with four figures: tasks completed, queries to a person, errors and cost. We deliberately don't convert any of it into hours saved. Nobody knows how long a person would have spent on a briefing they would never have read. Every agent we build comes with the same report. And the main lesson is always the same. A query is not the agent failing. It is the safety net that keeps it running.
