CUSTOM AI AGENTS · Operations & administration
SOP & process agentas part of your team.
Identify steps. Document exceptions. Propose an updated version.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
Administrative work connects every department. We define owners, sources and exceptions so requests do not disappear between email and spreadsheets.
- 01
Identify steps
Turns execution examples into a clear sequence of actions.
- 02
Document exceptions
Separates the usual process from exceptions requiring approval.
- 03
Propose an updated version
Shows changes against the current procedure and requests validation.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A retail chain documents how each store should open and close.
Illustrative scenario, not a customer case study or measured results.
GmailExampleCapture the brief and its conditions.
Google SheetsExamplePreserve each indicator’s meaning and avoid adding groups that may overlap.
Monthly report
| Indicator | Quantity | Interpretation |
|---|---|---|
| Registered tasks | 124 | It doesn't mean they're finished. |
| Delays | 18 | Review status and cause |
| Points requiring attention | 6 | Can coincide with delays |
Google SheetsExampleKeep the references and distinguish confirmed data from pending items.
Points for review
Items awaiting the report
Separate completed, open and blocked tasks. Link each delay to an owner and next action before drawing performance conclusions.
GmailExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Current procedures and process examples. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Versioned procedure with changes awaiting approval. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Your team confirms commitments, purchases and changes affecting other people.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
RELATED AGENTS
A team that works together.
Executive assistant
Proposed schedule and pending decisions.
See tasks and example ↗Operations & administrationMeeting follow-up
Minutes with tasks, owners and dates for approval.
See tasks and example ↗Operations & administrationProject coordinator
Milestone and blocker summary linked to sources.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.