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Service 02 — AI Agents

Automation that does the work, not just the reminder.

We design AI agents and automated workflows that read, decide and act across your CRM, ERP, inbox and internal systems — with the controls and oversight a real business needs.
Discuss your projectSee the architecture
A developer working on a laptop at a quiet desk lit by a warm lamp

The business problem

Skilled people are spending their days moving information between systems.

Copying data from emails into the CRM. Chasing approvals. Reconciling spreadsheets. Re-keying invoices. These tasks are necessary, repetitive and error-prone — and they quietly consume a large share of operational capacity.

Traditional automation handles the predictable parts. AI agents extend that to tasks that involve reading, judgement and exceptions, while keeping a person in the loop where it matters.

Signals this might be you

  • 01The same data is entered into two or more systems
  • 02Approvals depend on someone remembering to follow up
  • 03Shared inboxes need constant manual triage
  • 04Processes break when one key person is unavailable

What we provide

What LT Lab provides

We start by mapping the process, automate what should be deterministic, and apply AI only where it genuinely adds judgement or flexibility.

  1. 01

    Process mapping

    A clear view of steps, systems, decisions and exceptions — and an honest assessment of what should be automated first.

  2. 02

    Workflow automation

    Rule-based automations, integrations and scheduled jobs that remove repetitive handling between systems.

  3. 03

    AI agents

    Agents that classify, extract, draft, look up and act through approved tools, with defined permissions and audit trails.

  4. 04

    Human-in-the-loop controls

    Review queues, approval steps, confidence thresholds and escalation paths so automation stays accountable.

Capabilities

What this service covers

  • AI agents
  • Workflow automation
  • Multi-step process automation
  • Email automation
  • CRM automation
  • Document processing
  • Approval workflows
  • Internal assistants

Typical architecture

How an agentic workflow is structured

Agents operate through approved tools and permissions. Every action is logged and sensitive steps route to a person.

  1. 01

    Triggers

    What starts the work

    • Email received
    • Form submitted
    • Record updated
    • Schedule
  2. 02

    Understanding

    Reading and classifying the input

    • Extraction
    • Classification
    • Context lookup
  3. 03

    Agent

    Plans and executes steps

    • Planning
    • Tool calling
    • Policies
    • Memory
  4. 04

    Tools

    Systems the agent can act on

    • CRM
    • ERP
    • Email
    • Documents
    • APIs
  5. 05

    Oversight

    Accountability built in

    • Approvals
    • Audit log
    • Exceptions queue
    • Metrics
Data flows through Triggers, then Understanding, then Agent, then Tools, then Oversight.

Example use cases

Where this creates value

01

Inbox-to-CRM automation

Incoming enquiries are read, classified and logged as leads or cases with the right owner, priority and context.

Outcome: Faster response times and complete CRM records

02

Accounts payable processing

Invoices are extracted, matched to purchase orders and routed for approval before posting to the accounting system.

Outcome: Shorter processing cycles with fewer errors

03

Approval workflows

Requests move through defined approvers with reminders, delegation and a complete audit trail.

Outcome: No more approvals lost in email threads

04

Operations assistant

An internal agent that answers status questions, drafts updates and performs routine lookups across systems.

Outcome: Less time spent switching between tools

Technologies

Chosen for your environment, not our preferences.

Agents
OpenAI / Anthropic / LangChain / Custom tool frameworks
Automation
Zoho Flow / Odoo automation / Python workers / Webhooks
Systems
Microsoft 365 / Google Workspace / Zoho / Odoo
Runtime
Queues / Schedulers / PostgreSQL / Cloud functions

Engagement process

How an engagement runs.

  1. 01 —

    Understand

    We map the workflows, systems, data and business objectives.

    • + Stakeholder workshops
    • + Process and system mapping
    • + Data assessment

    Problem definition and priorities

  2. 02 —

    Architect

    We design a technical approach around the organization's existing environment and future requirements.

    • + Solution architecture
    • + Technology selection
    • + Delivery plan

    Architecture and roadmap

  3. 03 —

    Build

    Our engineers develop, integrate and test the solution iteratively.

    • + Iterative sprints
    • + Integration and testing
    • + Regular demos

    Working, tested software

  4. 04 —

    Improve

    We deploy, monitor and continue optimizing the system as the organization grows.

    • + Deployment
    • + Monitoring and support
    • + Continuous improvement

    A system that keeps getting better

Related services

Start a conversation

Let's talk about AI Agents.

Tell us about the problem, the systems involved and where you want to be. We'll help you work out the right first step.

Tell us about your projectconsulting@ltlabsolutions.io