automatic.co
Agentic AI automation

Automate Your Business with AI Agents

Automatic.co is an AI automation company. We design, build, and govern AI agents and agentic AI systems that complete real business workflows end to end: reading the request, deciding the next step, acting in your ERP, CRM, and ticketing tools, and handing off to a person exactly where your risk policy says to.

384Queued
0Completed by agents
0Routed to a person
Illustrative · one day of a reconciliation queue
  • Production agents, not demos
  • Humans in the loop by policy
  • Private, on-prem, or in your cloud
  • Model- and framework-agnostic
100+
Workflows shipped
Across regulated industries
94%
Straight-through
Invoice reconciliation agent
<1min
First response
On 60% of support volume
1day
To an agent architecture
From a mapped workflow
Definitions

AI automation, AI agents, and agentic AI: what each one is

The three terms get used interchangeably, but they describe different amounts of autonomy. Picking the right one for a workflow is most of the difference between an AI project that ships and one that stalls in pilot.

GoalPlanUse toolCheckObserveDonePersonunsure
Inputs it handles
Open-ended tasks
Who decides the steps
The agent, within its tools
Acts in your systems
Yes, through permitted tools
When it breaks
Escalates when unsure
Best for
Multi-step tasks with clear goals

AI automation

AI automation is the use of machine learning and large language models to run business processes that used to need human judgment: reading documents, classifying requests, extracting data, and drafting responses. Unlike rule-based automation or RPA, it copes with unstructured inputs and variation, so it can take on work that never fit a fixed script.

AI agents

An AI agent is software that pursues a goal by planning steps, calling tools, and checking its own results, rather than answering a single prompt. Given a task like "reconcile this invoice", an agent decides what to look up, queries the ERP and bank feed, compares the records, and either posts the match or escalates the exception to a person.

Agentic AI

Agentic AI is the broader system design in which one or more AI agents operate with delegated autonomy over a whole workflow: planning, coordinating with other agents, remembering context, and acting across many systems over time. It is what turns a single helpful agent into a governed operation, with orchestration, guardrails, and an audit trail around every decision.

RPA vs AI automation vs AI agents vs agentic AI — full table
Rules / RPAAI automationAI agentAgentic AI system
Inputs it handlesStructured, predictableUnstructured text, documents, emailOpen-ended tasksWhole workflows across teams
Who decides the stepsA developer, in advanceA developer; the model fills in judgmentThe agent, within its toolsCoordinated agents, under policy
Acts in your systemsYes, by scriptUsually hands off to a personYes, through permitted toolsYes, across many systems
When it breaksOn any changeOn low-confidence inputsEscalates when unsureRoutes exceptions, retries, escalates
Best forStable, high-volume clicksClassification and extractionMulti-step tasks with clear goalsEnd-to-end processes with handoffs
Services

AI agent development and agentic AI services

We build the agent, the systems around it, and the controls that make it safe to give it real work. Every engagement ships to production in your environment.

Use cases

AI automation use cases by department

The best first workflow is high-volume, rules-heavy, and painful, with a clear definition of done. These are the ones we are asked to automate most.

DepartmentWorkflowsThe agentThe person

Finance and accounting

  • Invoice-to-PO matching
  • Bank reconciliation
  • Expense audit
  • Month-end close prep

Matches, posts, and reconciles in the ERP.

Approves exceptions above a set amount.

Customer support

  • Ticket triage and routing
  • Order status and refunds
  • Knowledge-grounded replies
  • Escalation summaries

Classifies, resolves, or routes with full context.

Takes escalations and edge cases.

Legal and compliance

  • Contract clause extraction
  • Playbook deviation flags
  • Policy monitoring
  • Regulatory change tracking

Drafts redlines and files findings with lineage.

Makes every legal judgment call.

Revenue and sales

  • Lead research and enrichment
  • CRM hygiene
  • Quote and order entry
  • Renewal risk alerts

Researches, updates the CRM, and prepares quotes.

Owns the relationship and the price.

IT and DevOps

  • Access requests
  • Incident triage
  • Runbook execution
  • Change summaries

Diagnoses and runs approved runbooks.

Approves production changes.

Operations and supply chain

  • Order exception handling
  • Supplier follow-up
  • Inventory alerts
  • Shipment tracking

Chases, updates, and reschedules across systems.

Decides on substitutions and spend.

How it works

From one workflow to a governed fleet of AI agents

We start with a single workflow that has a measurable baseline, prove the agent against it, and only then widen its autonomy and add the next one.

  1. Week 1

    Assess

    We map candidate workflows and score each for volume, variability, risk, and data access. You leave with a ranked shortlist and a baseline for cost, cycle time, and error rate.

  2. Weeks 1–2

    Architect

    We design the agent topology, the tools it may call, the guardrails, and the human checkpoints that stay. Model and framework are chosen for the job, not the other way round.

  3. Weeks 3–8

    Deploy

    We integrate with your systems of record and ship to production in shadow mode first, comparing the agent's work against your team's before it acts on its own.

  4. Ongoing

    Optimize

    We monitor quality, cost per task, and exception rate, tune prompts and tools, and raise the agent's autonomy level only when the numbers earn it.

Guardrails

Guardrails, security, and governance for AI agents

Most agent demos send your data to someone else's cloud and act without a record. We design for your perimeter, your compliance team, and your auditors from the first call.

Autonomy levels: how far we let an agent go
  1. L0 · Suggest

    The agent drafts; a person does everything.

  2. L1 · Assist

    The agent prepares the action; a person approves each one.

  3. L2 · Act with review

    The agent acts on low-risk items; a person reviews a sample.

  4. L3 · Act by exception

    The agent acts by default and escalates only exceptions.

  5. L4 · Autonomous

    The agent owns the workflow within hard policy limits.

Most workflows ship at L1 or L2 and earn their way up as the exception rate falls.

Results

AI agents in production

Production deployments. Some client names are withheld under NDA; the workflows and the numbers are real and available on a reference call.

94%
straight-through
Fintech · Finance

Invoice reconciliation agent

An agent matches invoices to POs and bank feeds across three systems and writes the result back to the ERP, routing only true exceptions to AP staff.

<1 min
first response on 60% of volume
SaaS · Support

Tier-1 support triage agent

A support agent reads, classifies, and resolves or routes inbound tickets, cutting first response from hours to under a minute.

Same-hour
first pass, from two days
Legal ops

Contract review agent

A retrieval-grounded agent extracts clauses, flags deviations from the playbook, and drafts redlines for counsel to approve.

All case studies
Stack

Model- and framework-agnostic

We pick the model and orchestration layer that fit the workflow, your data rules, and your cost ceiling, and we design so you can swap them later.

ROI

How we measure AI automation ROI

An agent is worth building when it moves a number you already track. We baseline before we build and report the delta after, in your terms.

Cost per task
Fully loaded human cost against model, infrastructure, and review cost.
Cycle time
Request to done, including the time work waits in a queue.
Straight-through rate
Share of items completed with no human touch.
Exception quality
Whether escalations reach the right person with the context to decide fast.

Engagements are scoped per workflow after the assessment, with a fixed build phase and a run-and-improve phase. We will tell you when a workflow is better served by plain automation or not automated at all.

Industries

Built for regulated, high-stakes operations

LegalBanking and lendingInsuranceClinical operationsAccountingPrivate equityManufacturingSupply chainEnergyReal estateRetail and ecommercePublic sector

FAQ

AI automation and AI agent FAQs

What is AI automation, and how is it different from RPA?

RPA follows a fixed script of clicks and keystrokes and breaks when a screen or format changes. AI automation uses language models to read unstructured inputs such as emails, PDFs, and free-text requests, and to make the judgment calls a script cannot. In practice we often keep stable RPA steps and put AI where the variation is.

What is the difference between AI agents and agentic AI?

An AI agent is a single piece of software that plans and uses tools to reach a goal. Agentic AI describes the whole system design: one or more agents with delegated autonomy, plus the orchestration, memory, guardrails, and oversight that let them run a workflow reliably.

How is agentic AI different from generative AI?

Generative AI produces content, such as text, code, or images, in response to a prompt. Agentic AI uses generative models as a reasoning engine but adds goals, tools, and actions, so the output is completed work in your systems rather than a draft for someone to act on.

How is an AI agent different from a chatbot?

A chatbot answers questions in a conversation. An agent takes actions: it looks up records, updates systems, sends messages, and checks its own results. Many of our agents have no chat interface at all; they run in the background on a queue of work.

When is an AI agent the wrong answer?

When the process is fully structured and stable, plain automation is cheaper and more predictable. When there is no clear definition of done, or no way to check the agent's work, we recommend fixing the process first. The assessment says so plainly.

Do we need multiple agents, or is one enough?

Most first deployments are a single agent with good tools. We move to multi-agent systems when a workflow has distinct roles, such as research, execution, and verification, or when one agent's context would get too large to stay reliable.

How do you keep humans in the loop?

Every action an agent can take has a risk tier. Low-risk actions run automatically, higher-risk ones wait at an approval gate, and anything below a confidence threshold goes to a review queue with the agent's reasoning attached. Autonomy is raised only when the data supports it.

Can AI agents run privately or on-prem?

Yes. We deploy in your VPC, on your own GPUs, in hybrid setups, or fully air-gapped with open-source models. Retrieval respects your existing document permissions, and nothing is used to train a third-party model.

Will agents work with our ERP, CRM, and legacy systems?

Yes. Agents act through a governed integration layer over APIs, databases, and where necessary the user interface of older systems. We have connected agents to SAP, NetSuite, Salesforce, ServiceNow, and in-house platforms.

What is MCP, and do we need it?

The Model Context Protocol is an open standard for exposing tools and data to AI models. It is useful when many agents or assistants need the same tools. We use it where it simplifies permissions and reuse, not as a requirement.

How do you measure whether an agent is working?

We baseline the workflow before building, then track straight-through rate, accuracy against a reviewed sample, cycle time, cost per task, and the quality of escalations. Every agent ships with evaluations and traces so a regression shows up before a customer notices.

How long until we see results?

Assessment takes about a week. A first production agent typically runs in shadow mode within weeks and starts acting on live work once it matches your team's accuracy. Timelines depend on system access and the risk level of the workflow.

Bring a workflow. Leave with an architecture.

Tell us the process that eats the most hours. We will map it, score it for AI automation, and show you the agent architecture and the path to production. No deck, no drip sequence, just engineers.