People & finance / SAMPLE AGENT
Make every first day a good one.
Help employees find policy answers and help HR coordinate onboarding, document collection, and routine requests, with access scoped to each employee’s role.
WHAT WE CAN BUILD
This is a starting point for discovery. We tailor the agent to the work, systems, and responsibilities in your business.
Answer policy questions with links to approved HR documents.
Prepare onboarding checklists and remind the right people about outstanding tasks.
Collect leave or training requests and route them for approval.
A day in the life
An approved new-hire record starts a coordinated onboarding workflow. HR, IT, and the hiring manager receive the tasks relevant to them, while the new employee receives a reviewed welcome pack.
Use the confirmed start date, role, and manager from your HR system.
Prepare role-specific documents, equipment requests, and introductions.
Route access and document requests to HR, IT, and the manager.
Surface outstanding tasks and produce a first-day readiness summary.
Illustrative workflow. Integration capabilities and scope are confirmed during discovery.
A LITTLE MORE POSSIBILITY
From paperwork to approval-ready.
Give your finance team a head start on invoice processing, reconciliation, and payment follow-ups. Connect documents to accounting records and make exceptions easy to review.
Bring the right details to the buying decision.
Prepare sourcing requests, organise supplier responses, and compare quotations against agreed requirements. Make missing specifications and commercial differences easier to spot.
From ambition to action
Tell us about the process, the people, and the tools involved. We’ll shape a practical scope and a useful first workflow.
