A managed runtime for cross-system workflows inside the tools you already run.
TryAgent plugs into your existing systems, handles the straight-through work that fits the scope, routes exceptions to humans with evidence attached, and defines the control model with your team before launch.
Four product stages. Every workflow goes through all of them.
Connect, scope, deploy, operate. These aren't marketing phases — they are the concrete stages your engagement passes through, each with specific deliverables your security and ops teams can review.
We plug into the systems you already run.
CRMs, ERPs, email, portals, spreadsheets, databases, APIs, legacy systems. Read-only access first. No migration, no new tools for your team to learn.
We map the workflow and design the automation.
Read-only audit of how work moves across your tools. We identify where inputs land, who touches them, what rules apply, and where exceptions hide. Then we define the completed unit of work — what counts as done — and size the economics.
- ✓Read-only workflow audit
- ✓Rule and exception boundary extraction
- ✓Completed-unit definition
- ✓Business case with projected ROI
We ship inside your existing stack.
Scoped write access to specific workflow actions after your team approves. Human approval gates on anything high-risk, ambiguous, or above threshold. Completed work shows up in the same places your operators already look.
- ✓Scoped permissions per workflow action
- ✓Human gates on exceptions
- ✓No new software for your team
- ✓Timeline depends on workflow complexity and approvals
We own production. You own results.
We monitor the automation, handle maintenance, and iterate when vendors, processes, or integrations change. Workflow actions are documented for review. Then we expand into adjacent workflows using the same method.
- ✓Monitoring and maintenance handled by our team
- ✓Workflow actions documented for review
- ✓Iteration when systems change
- ✓Expansion into adjacent workflows
Not limited to a fixed list of workflows.
The method is repeatable when the workflow is recurring, digital, and rules-bounded. We adapt to your process rather than forcing a generic template.
Data entry, handoffs, approvals, reconciliation, verification, and routing are good candidates when the rules are clear and exceptions can stay with named humans.
The method can travel across finance, healthcare, logistics, professional services, property management, and similar environments when the workflow is recurring, digital, and rules-bounded.
High-volume repetitive work with clear unit economics. Lower-volume, higher-value workflows where each outcome matters more. The pricing model flexes to match.
Modern SaaS, legacy on-prem, and hybrid environments can all be part of scope. We work inside your tools rather than forcing a platform migration first.
Six workflows where the economics are clearest.
These are the workflows where the inputs, outputs, and per-unit cost are easiest to define, so most teams start here. The method can extend to other recurring workflows where the completion criteria, permissions, and exception paths are clear.
Extract invoice data, match to POs, route approvals, and post to ERP without turning AP into a ticket queue.
Pull records from multiple systems, match what is obvious, and route only the real breaks for investigation.
Collect the right inputs once, validate readiness, trigger downstream setup, and surface blocked accounts before activation slips.
Reduce payer lookups, document coverage checks consistently, and route only the unclear cases to verification staff.
Detect fulfillment risk early, sync status context, and trigger the right follow-up before support gets buried in check-my-order tickets.
Turn inbound PDFs, emails, and portal exports into validated records instead of another review spreadsheet.
Don't see your workflow here? We can scope recurring digital processes where work runs across multiple systems and exceptions still belong with named humans. Browse the full library →
Built for real operations, not demos.
Read-only audits, scoped write access, human approval gates, and documented action history. Control requirements are defined with your team before launch.
Every engagement starts with read-only system access. We map your workflow before requesting any write permissions.
Write access is granted per workflow action, not per system. Your team defines the boundaries.
Exceptions, edge cases, and high-value decisions route to human reviewers. You set the thresholds.
Workflow actions and approvals are documented so review does not depend on memory or screenshots.
See how this works on your workflow.
Book a 30-minute walkthrough. We'll map the process, define what done looks like, and show you a directional business case — whether or not it's one of our published workflows.