Where agents earn their place
The best uses are steps a person does the same way every time but software alone can’t, because the input is unstructured: sorting incoming documents, pulling commitments from meeting notes, drafting a follow-up that names exactly what’s missing, or reading supplier emails to see whether a job is really ready.
Where people stay in charge
Agents draft, sort and suggest. They shouldn’t make clinical, legal or financial decisions on their own, and they shouldn’t send anything under your name without approval. A well-built system sends anything unclear to a person, with the evidence attached.
Agents and ordinary automation work together
Most of a workflow is still ordinary automation: moving records, filling in documents, sending reminders and updating systems. The agent handles the judgment-heavy reading, and the rest runs on rules you can check.
Related questions
- Can I automate with the software I already have?
- Often, yes. Check your platform first, connect tools next, and build only the missing step.
- What does automation cost?
- A typical project runs $3,000 to $12,000 at a fixed price.