Our Process
From Discovery to Live
in 2 to 4 Weeks
Getting started with WorkAgentic is simple. We follow a clear, proven process that gets your AI agent live without disrupting your current operations.
Step by Step
How It Works
Every WorkAgentic engagement follows the same four-step process. Clear, predictable and built around your existing operations.
Step 01
Discovery and Workflow Mapping
We start with a free 30-minute call. Our team maps your highest-value workflows across finance, compliance, supply chain, marketing or other departments. No commitment required.
During discovery we document every manual step your team takes: every tool, every handoff, every decision point. We identify where time is being lost and where AI can deliver the fastest, highest-impact results. You walk us through it once. We take it from there.
Step 02
Agent Design and Blueprint
We design your custom AI agent from the ground up. Every decision point, integration, exception and output is documented before a single line of code is written.
Our team produces a full agent blueprint: logic flows, integration map, exception handling rules, approval workflows and expected outputs. You review and approve everything before build begins. No surprises, no scope creep.
Step 03
Build, Integrate and Test
Our team builds the agent, connects it to your existing systems and runs rigorous testing using real data. You review and approve the agent before it goes live.
We build the agent, connect it to your ERP, CRM, accounting software or any other system in your stack, then test it against real data and edge cases. You get a preview environment to review the agent's behaviour before anything goes live in production.
Step 04
Deploy and Optimise
Your AI agent launches into production. We monitor performance, handle edge cases and continuously improve the agent so it gets smarter every month.
Once approved, the agent goes live in your production environment. We monitor performance in real time, handle any edge cases that arise and run monthly optimisation cycles. Your agent gets smarter over time, and your team keeps getting more time back.
Your Commitment
What We Need From You
WorkAgentic does the heavy lifting. We just need a small amount of your time at key moments.
Frequently Asked Questions
Everything you need to know about working with WorkAgentic.
Book a Discovery CallMost clients have their first AI agent live within 2 to 4 weeks from the initial discovery call. More complex agents involving multiple system integrations or custom data models may take 4 to 8 weeks.
No preparation required. Just bring an open mind and, if possible, one or two team members who are closest to the workflow you want to automate. We will guide the conversation.
We build flexibility into every project. Minor scope changes are absorbed during the build phase. Significant changes are scoped separately and handled transparently, with no hidden fees.
No. WorkAgentic handles every aspect of design, integration and deployment. You interact with outcomes, not code. Your team only needs to be available for reviews and approvals.
We integrate with virtually any system that has an API, including QuickBooks, Xero, NetSuite, SAP, Salesforce, HubSpot, Shopify, ServiceNow, and hundreds of others. If your system has data in or out, we can connect to it.
You do. Every workflow, integration and piece of logic we build is yours. There is no lock-in. If you ever want to manage the agent yourself or move to a different provider, we provide full documentation and handover.
All clients receive 30 days of post-launch support included. After that, we offer monthly managed support retainers covering monitoring, maintenance, model tuning and continuous improvement.
Yes. Many clients start with one high-priority workflow and expand to other departments within the first 90 days. We can run parallel builds for multiple departments if needed.
Ready to Start?
Book a free 30-minute discovery call. No commitment, no pressure. Just a conversation about your workflows.
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