Automate the manual operations work hiding between your systems.
TryAgent turns recurring back-office workflows into managed AI throughput across inboxes, documents, portals, ERPs, CRMs, spreadsheets, and queues. Start with one workflow, keep humans on exceptions, and pay around completed work after scope is clear.
The expensive part is rarely one task. It is the handoff chain nobody fully owns.
Back-office work is usually described as administration, but the real operating problem is cross-system coordination. A vendor sends an invoice by email, a spreadsheet holds the missing field, a portal has the status, the ERP needs the update, and the person who can approve the exception is in another queue. Each step is small. The workflow is expensive because the team has to notice, interpret, copy, check, ask, wait, update, and prove completion again and again.
The work starts in one place and must be completed in another system.
Operators re-key the same details into more than one tool.
Important cases wait in shared inboxes, spreadsheets, or queues until someone notices.
A manager asks for status and the team has to reconstruct the answer manually.
Rules are clear for the normal path, but exceptions still need a human decision.
The process matters, but nobody wants to own another internal automation backlog.
Start where completion is measurable and the team already feels the drag.
The first workflow should not be the most complex process in the company. It should be the repeatable back-office loop that absorbs time every week and has enough structure to define done.
Document intake and extraction
Pull structured details from invoices, orders, applications, forms, statements, PDFs, and email attachments before routing them to the next system or reviewer.
View workflow →Accounts payable and approvals
Turn vendor email, invoice data, PO context, approval rules, and ERP updates into a controlled workflow with humans on policy-sensitive exceptions.
View workflow →Customer and vendor onboarding
Collect missing details, check required fields, prepare setup records, and route exceptions before a customer, vendor, tenant, or partner is ready to transact.
View workflow →Reconciliation and cleanup
Compare records across spreadsheets, portals, bank files, ledgers, CRMs, and ticket queues so staff can focus on the mismatches that need judgment.
View workflow →Order and case exceptions
Watch for stuck orders, incomplete cases, missed handoffs, contradictory data, and customer updates that need a clear next action.
View workflow →Eligibility and verification checks
Check required details before service delivery, surface missing information, and route human review when rules or source records are unclear.
View workflow →What automation should own
- +Intake from email, forms, documents, queues, portals, spreadsheets, and system exports.
- +Routine checks against agreed rules, required fields, and source-system context.
- +Preparation of updates, packets, notes, and next-step recommendations.
- +Routing to the right human when the workflow hits an approval, policy, or judgment boundary.
- +Completion tracking so the team can see what finished, what is waiting, and why.
- +Post-launch maintenance when source systems, templates, rules, or queues change.
What humans should keep
- -Approval authority, risk tolerance, and policy decisions.
- -Relationship-sensitive communication and negotiation.
- -Exceptions that require judgment outside the agreed workflow scope.
- -Final sign-off on the completed-unit definition and pilot boundaries.
- -Security approval for the systems involved in the workflow.
Good first-workflow signals
- +There is enough recurring volume that manual coordination consumes meaningful operator capacity.
- +The work has a definable completed unit, such as one invoice posted, one account set up, one case triaged, or one exception packet routed.
- +The normal path is mostly repeatable even if the edge cases still need people.
- +Work depends on several systems that were not designed around one operating workflow.
- +Leaders want operational throughput without forcing staff to learn and maintain another tool.
Poor first-workflow signals
- -The process is still changing every week and nobody agrees on the definition of done.
- -Almost every case requires bespoke negotiation, judgment, or relationship context.
- -The organization cannot provide read-only access, exports, screenshots, or representative samples for discovery.
- -The buyer wants a broad transformation roadmap before choosing the first workflow.
- -The team wants a demo more than a production workflow with an accountable owner.
A controlled first workflow starts with a read-only map, not a broad platform rollout.
The free workflow audit is designed to make the first customer conversation practical. Bring the workflow that is consuming time: the shared inbox, the invoice queue, the onboarding checklist, the reconciliation spreadsheet, the customer update process, or the exception queue. TryAgent maps the work, identifies the routine path, separates human decisions from automatable steps, and shows whether the workflow is ready for a bounded pilot.
Workflow map
A plain-English view of where the work starts, which systems it touches, which team owns each step, and where time disappears.
Automation fit call
A direct answer on whether the workflow should be automated now, narrowed first, or left with people because the exception load is too high.
Human-control model
The approval points, escalation triggers, read/write boundaries, and exception paths that keep the first pilot bounded.
Outcome-pricing unit
A candidate completed unit that can connect the commercial model to finished work rather than seats, licenses, or vague activity.
Choose the next page based on what the buyer needs to understand.
Back-office automation names the operating problem. The adjacent pages explain the managed role, delivery model, workflow audit, and pricing structure.
Operations automation
Use this when the buyer is starting from the broader operations-team pain before choosing a workflow.
AI workflow automation
Use this when the buyer is specifically asking how AI can execute routine workflow steps across systems.
Workflow automation services
Use this when the buyer wants a partner to scope, build, run, and maintain the first workflow.
AI employee
Use this when you want the role-based version of the message: one managed AI employee assigned to one workflow.
Automation as a service
Use this when the buying question is who owns build, monitoring, and maintenance after launch.
Workflow audit
Use this when you need to choose the first workflow and define the completed outcome before a pilot.
Pricing
Use this when you are ready to evaluate per-outcome pricing and what should count as completed work.
Bring the back-office process your team is tired of babysitting.
The audit shows whether the workflow is ready for automation, which steps should stay human, what system access is needed, and what a completed unit should mean before anyone talks about rollout.
Book a workflow auditGet the back-office automation checklist.
Leave a work email and we will follow up with the questions that help separate a real first workflow from a generic automation wish list.
What is back-office automation?
Back-office automation is the use of software, workflow logic, and AI-assisted execution to complete recurring administrative work that supports operations but usually sits behind the customer-facing experience. Common examples include intake, validation, approvals, data updates, reconciliations, status checks, follow-ups, and exception routing.
Which back-office workflows should be automated first?
Start with a workflow that repeats often, crosses multiple systems, has a clear definition of done, and creates visible delay or rework when handled manually. Good first candidates include accounts payable, customer onboarding, document intake, reconciliation, order exceptions, eligibility checks, and queue triage.
How is this different from RPA or workflow software?
RPA and workflow software can be useful tools, but the buyer still often owns process design, exception handling, monitoring, and maintenance. TryAgent is positioned around managed workflow throughput: define one workflow, automate the routine path, keep humans on exceptions, and maintain the workflow after launch.
Does back-office automation replace the operations team?
The useful model does not try to remove people from judgment-heavy work. It removes repeatable intake, checking, routing, follow-up, and update work so operators can spend more time on exceptions, approvals, customers, vendors, and process decisions.
How do you keep the first workflow controlled?
The first workflow should start with read-only discovery, a narrow scope, a clear completed unit, explicit system permissions, human approval boundaries, and visible action history. Write access should only be introduced after the normal path and exception path are understood.
How should back-office automation be measured?
Measure completed units, cycle time, exception rate, manual touches, rework, and recovered operator capacity. The best commercial model is usually connected to completed work rather than generic software access.