Agentoriq designs and builds AI-powered workflows that handle repetitive work across sales, support and operations using the systems you already rely on.
Free audit of one workflow
Start with one workflow.
Measure the result.
Expand what works.
Order received from the website — running
CRM and accounting updated — pendingPayment matched to the invoice — pendingShipment approved by a manager — pendingCan be integrated through available APIs, webhooks, database access or custom connectors. The approach is confirmed during the audit. Names belong to their owners and do not imply partnership. All integrations
// The Problem
Orders are copied by hand. Payments are checked in the bank. Reports are assembled from spreadsheets. The systems exist, but people carry the data between them.
2 Unread
New lead capture from website
Anna Smith • Acme Co.
Great! Let's make sure we follow up.
Manual steps:
1. Update CRM2. Send welcome email3. Notify sales team4. Book discovery callPotential leads arrive but nobody responds quickly enough.
Employees move information between tools instead of doing valuable work.
Input receivedAI summary generated
CRM update pending
Slack notification missingFollow-up email not triggeredTasks and opportunities disappear between email, CRM and internal communication.
Important customer information lives in inboxes, chats and spreadsheets instead of the CRM.
Employees repeatedly search for orders, customer history and answers.
Teams manually combine information from multiple systems.
// Before and after
Agentoriq connects the systems your company already uses and automates the repetitive work between them. Start with one process, prove the value, then expand.
// Solutions
Start with one workflow where your team loses the most time. Finance and software delivery are shown in the examples.
Capture, enrich, qualify, route and follow up with leads automatically. Salespeople keep the conversations, negotiations and custom offers.
Jane Doe · Inbounded
High Intent · 9.2/10
New High Intent Lead qualifiedClassify requests, find context, draft responses and escalate when needed. Complex and sensitive requests go to a person.
Priority Check
AI draft for reviewConnect systems, move data, generate documents and keep recurring work flowing. Payments and other sensitive steps wait for approval.
// Workflow demo
AI doesn’t need to make every decision. Human approval stays where judgment matters.
Website · Email · Telegram · Instagram · Ads · Calls
Duplicate check · Company details · Contact data
Intent · Urgency · Fit — AI suggests, rules decide
Unclear — human review
Clear — automated
Record created or updated · Owner assigned · Team notified
First reply sent · Reminder scheduled
// How it works
Start with one workflow. Measure the result. Expand what works.
We map the workflow and define success: what triggers it, which systems and people are involved, where it breaks and how we will know it works.
We connect systems, AI and rules: triggers, validations, integrations and the approval steps that stay with your team.
Monitoring, fallbacks and human-in-the-loop controls keep the workflow reliable. Errors are visible and have an owner.
We track results against the starting point and automate the next process.
// Automation Examples
Example workflows, not customer case studies. Each one shows the manual steps, what gets automated and where a person decides.
An example of connecting a website, CRM, spreadsheets, BAS / 1C, the bank and logistics so that people stop acting as the link between them.
Read more 02 / Automation exampleAn example of matching bank transactions to invoices and orders, with a confidence check that sends uncertain matches to the accountant.
Read more 03 / Automation exampleAn example of carrying an online order through validation, payment, fiscal receipt, stock and shipment without a manager retyping it at every step.
Read more// How we automate
How we design every workflow. The exact controls are agreed during the audit.
Payments, discounts, contract changes and production releases wait for a named person. Access is limited to what the workflow needs.
Each run leaves a trace: what came in, what the workflow did and who approved it.
When a system is unavailable or the data is unclear, the task goes to a person instead of being guessed.
Failed steps are retried or stopped safely, and duplicates are checked before anything is written.
Runs, errors and waiting approvals are visible, so problems are noticed early.
Every workflow has an owner on your side who knows what it does and can stop it.
// Pricing
The initial audit is free. Implementation is quoted individually after reviewing your workflow, integrations, and support needs. The examples below are starting points, not fixed packages.
Start with one workflow. For teams that want to automate one concrete process and validate the approach before expanding.
Defined outcome. One workflow.
Find what you can automate
Workflow discoveryProcess mapIntegrationsAutomation implementationTestingMonitoringDocumentationSeveral connected workflows. For teams that have proven the first workflow and want the next ones to share data and rules.
Scoped after the first workflow.
Find what you can automateConnected automation workflowsIntegration requirements reviewCRM enrichment and updatesSlack or Teams alertsReporting workflow setupData validation and error handlingHuman approval flowsOngoing automation across departments. For companies that want a continuing partner to find, build and maintain automation.
Ongoing, by agreement.
Find what you can automateMulti-department automationWorkflow planning within agreed scopeCustom API integrationsData validation and error handlingHuman approval flowsMonitoringDocumentation// FAQ
Short answers about systems, timelines, AI mistakes and the free audit.
We connect the systems your company already uses and automate the repetitive work between them: moving orders, payments, documents and statuses, preparing replies and reports. AI, rules, integrations and human approval are the tools; the result is a workflow your team no longer does by hand.
No. We design workflows around the CRM, accounting, spreadsheets, banking and support tools you already have. For older or local systems, such as BAS or 1C, the integration method is confirmed during the audit.
Systems can be integrated through available APIs, webhooks, database access or custom connectors. What is possible for your versions and access is confirmed during the audit.
It depends on the workflow, the systems involved and the testing required. The audit defines the scope and dependencies before a delivery plan is agreed.
Yes. AI outputs can be incorrect, so workflows include validation, error handling, monitoring and human approval where needed. Sensitive actions are not left to AI alone.
We look at one workflow your team handles manually: what triggers it, which systems and people are involved and where it breaks. You get a short list of what can be automated first and what should stay with a person.
No. Small teams can start with one focused workflow. Larger companies usually connect several workflows across departments.
