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AI Agents

Agents for the work that changes from day to day.

Each person on your team gets agents that find, draft, and follow up inside the tools you already use. They work with the same permissions as the person asking, and every important step waits for approval.

Book a 20-minute workflow review

Bookings run on Haab Calendar, a booking app we built.

Starts with a request

  • “Chase the three clients still missing documents”

    What it does
    The agent drafts the follow-ups and creates tasks.
    Your call
    You approve before anything is sent.

  • “Which proposals haven’t moved in two weeks?”

    What it does
    The agent summarizes the stalled deals and suggests next steps.
    Your call
    You decide what happens next.

  • “Summarize everything we know about this account”

    What it does
    The agent gathers notes, emails, and open items into one view.
    Your call
    You use it to prepare for the call.

Stays with youIf it starts with a request in plain language, an agent handles it. You stay in control of what goes out.

Inside the tools you already use

No new app to learn. The agent comes to your tools.

An agent works in your CRM, your ERP, or the inbox where requests arrive. It finds, drafts, and follows up; a person on your team decides what happens next.

See the custom CRM
Exhibit 1Examples

Where an agent could start in your CRM

  1. What it doesThe agent researches the account and drafts a re-engagement email.
  2. You approveThe email before it goes out
  3. You measureMeetings booked
Examples to adapt, not client results. Start with high-volume, low-judgment work, and keep a person on anything that leaves your team.

Control stays with your team

Agents prepare. Your team decides.

Read how we handle financial and patient data

  • The same permissions as the person asking.

    An agent sees only what the person who asks can see, and acts with their access.

  • Access is scoped, logged, and revocable.

    We ask for access one workflow at a time. You can see it, and you can revoke it.

  • Nothing posts, pays, or files on its own.

    Nothing is recorded, paid, or submitted until a person you name approves it.

Workflow or agent?

Agents for your people. Workflows for your processes.

The review tells you whether a task calls for a workflow, an agent, or both.

Start with a workflow review

Bring one request your team repeats. We’ll show you what an agent would do.

In 20 minutes we map the request, the tools it touches, and where a person approves.

Book a 20-minute workflow review

Bookings run on Haab Calendar, a booking app we built.

Prefer another channel?

Message us on WhatsApp +1 347 326 1975hello@brilliant.dev