Backend Automation Agent Delivery

What do you get?

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• Customer Session (60 minutes): goal discovery with AI-assisted analysis, detailed minutes, and a research-backed action report with two revisions—so priorities translate into a practical, sequenced plan.

• SaaS Configuration: a 60‑minute expert setup session, shared live configuration, demo with basic QA, a post-session summary, and one revision to refine the solution.

• Automation Agent Build: design and implement agentic workflows (e.g., data capture, reconciliations, ticket triage, reporting, billing checks) with guardrails, role-based access, logs, and human‑in‑the‑loop steps where needed.

• Integration & Oversight: connect apps and data via APIs, orchestrate tasks, and establish monitoring to continuously track, test, and improve agent performance.

• Documentation & Enablement: an organized Back Office Guide PDF (user advice and runbook) consolidating inputs and expert/AI insights, delivered with two revision rounds for clarity and adoption.

Why does it matter?

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• Fewer errors, better decisions: standardized execution with validation rules, auditable logs, and human‑in‑the‑loop controls boosts accuracy and trust.

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• Continuous improvement: built‑in monitoring and test harnesses surface drift and bottlenecks so automations stay effective as your processes evolve.

What do you need to bring?

• Access and context: admin or sandbox access to your core SaaS tools, sample data (redacted if needed), and API keys where applicable.

• Process inputs: 3–5 high‑value workflows (steps, owners, exceptions), example artifacts (emails, forms, tickets), and desired SLAs/metrics.

• Governance essentials: data handling rules, role permissions, audit/compliance requirements, and an approval path for go‑live.

• Decision cadence: one empowered stakeholder for the 60‑minute session and timely review of drafts (report, configuration, documentation).

• Acceptance criteria: clear definitions of “done,” test cases for QA, and thresholds for success (cost/time saved, error rate, throughput).