From first call to a live agent
Onboarding with Automatic.co is deliberately undramatic: a short scoping call, a fixed-scope pilot on a real workflow, and a governed agent running in your environment. No procurement marathon required to begin.
- 30-minute scoping call
- Fixed-scope, fixed-fee pilot
- Runs in your perimeter
- Measurable success metric up front
Four steps to your first agent
A measured sequence — each step gates the next, so you're never committing past what you've validated.
Scope
A 30-minute call to pick one high-leverage workflow, confirm feasibility, and define what success looks like in numbers.
Plan
We return a fixed-scope pilot proposal: the agent's actions, the systems it touches, the guardrails, and a firm timeline and fee.
Build
We architect the agent, wire it into your systems through a governed action layer, and ship it to your environment.
Prove
We run it against the agreed metric, hand over the lineage and dashboards, and decide together whether to expand.
Pick a workflow worth automating
The best first candidates share a few traits. If one of yours fits, it's probably the right place to start.
High volume
Something your team does dozens or hundreds of times a week — the repetition is where agents compound their payback.
Rules you can articulate
If a senior person could write down how the work gets done, an agent can learn to do it under supervision.
Lives in real systems
Work that touches your CRM, ERP, ticketing, or databases — so the agent does the task, not just talk about it.
Clear handoff points
Steps where a human should approve or review — these become the guardrails that make autonomy safe to trust.
A measurable outcome
Hours saved, cycle time cut, error rate down — a number we can point at to prove the pilot earned its keep.
Sensitive but contained
Regulated or confidential data is fine; we design the pilot to run inside your perimeter from the first commit.
Start small, expand on evidence
We don't ask you to bet the quarter on an unproven agent. The pilot is intentionally narrow — one workflow, one success metric, one environment — so the decision to scale is made on real numbers, not a vendor's promise.
Once the first agent earns trust, expanding is mostly reuse: the same governed action layer, the same audit trail, and the same operating playbook applied to the next workflow. That's when the economics start to bend in your favor.
- One workflow, one metric to begin
- Expand using proven guardrails
- Every step logged and reviewable
A pilot vs. a proof-of-concept
Why we ship a real, governed agent instead of a throwaway demo.
| A typical POC | An Automatic.co pilot | |
|---|---|---|
| Runs in | A vendor sandbox | Your actual environment |
| Touches | Sample data | Your real systems, with approvals |
| Outcome | A demo to evaluate | Working software you keep |
| Path to scale | Rebuild from scratch | Reuse the same guardrails |
Frequently asked questions
What do I need to bring to the first call?
Just one workflow that's expensive, repetitive, or slow — and a sense of what 'done' looks like. You don't need data ready, a budget approved, or a model picked. We'll figure out feasibility together on the call.
How fast can we actually go live?
A scoped pilot typically reaches a working agent in your environment within 3 to 6 weeks. Simpler single-workflow automations are faster; multi-system agents with strict compliance gates take longer. We commit to a timeline after the scoping call, not before.
Do we have to send data to your servers?
No. We design for your perimeter from day one — your VPC, your hardware, or fully air-gapped. The pilot runs where your data already lives, so there's no security review blocking the start.
What does the pilot cost, and what if it doesn't work?
Pilots are a fixed-scope, fixed-fee engagement so there are no surprises. We define a measurable success metric up front; if the agent can't hit it, we tell you plainly rather than expanding scope. See pricing for engagement models.
Bring one workflow. We'll handle the rest.
Book a 30-minute scoping call and leave with a clear read on feasibility, timeline, and the path to your first live agent.