Automate the manual work your team does across tools.
TryAgent starts with a free read-only workflow audit. We map one expensive manual process, define what done looks like, and automate the routine path inside the systems your team already uses.
Book a workflow auditRead-only audit first. No tool replacement required. Humans stay on exceptions.
We take one recurring workflow, separate the routine work from the risky work, then run the routine path with clear access, approvals, and completion rules.
Start with the queue that already feels expensive.
The platform is not a blank automation toolkit. It is a way to take one painful recurring workflow, show the routine path and human-review points, and decide whether it is worth automating.
Invoices, vendors, matching, payments, or close work is stuck.
Start where teams rebuild context across inboxes, ERP records, approvals, vendor data, PO evidence, and spreadsheets.
Payer follow-up, prior auth, billing, claims, or denials need routing.
Start with operational work such as packet prep, status checks, missing-document follow-up, queue triage, and human review boundaries.
Orders, fulfillment, returns, or delivery exceptions need owner routing.
Start where customer orders, shipment status, exceptions, and billing handoffs create repeated manual follow-up.
Emails, PDFs, portals, forms, and spreadsheets need clean handoff.
Start where teams read documents by hand before validating data, updating systems, or escalating exceptions.
Messy is workable. Undefined is not.
Most good candidates are not perfectly documented. The audit is designed to find the real workflow from tickets, inboxes, spreadsheets, portals, system queues, and operator behavior.
- +The work repeats every week or month.
- +Inputs are digital: emails, PDFs, forms, portals, spreadsheets, APIs, or system queues.
- +A completed unit can be named clearly.
- +Rules cover the routine path, while exceptions can route to named humans.
- -Nobody agrees what counts as complete.
- -Every case requires fresh judgment, negotiation, or relationship management.
- -The systems cannot be accessed even read-only.
- -The process changes so often that a first scope would be obsolete before launch.
The first step is not a migration or a write-access request.
The buying path starts with a fit call, then a read-only audit plan if the workflow looks promising. Implementation is proposed only after the finished-work definition, exception path, and review rules are clear.
Fit call
Confirm the workflow, systems involved, rough volume, current pain, and whether the work repeats enough to evaluate.
Read-only audit plan
If there is a fit, we define the sample records, systems to review, workflow owners, and constraints. No write access yet.
Workflow review
We map the current path, identify handoffs and exception points, then show what TryAgent can handle and what needs a person.
Scoped rollout
Only after the review do we define implementation scope, approval gates, permissions, launch path, and outcome pricing.
Four buyer milestones, not a mystery implementation.
Each stage has a practical output your operations, finance, security, and IT teams can review before the workflow takes on more responsibility.
We look at the real workflow before asking to change it.
The first pass is about visibility: where work arrives, which tools people open, what they check, who approves, and where cases get stuck.
- Inboxes, portals, ERPs, CRMs, spreadsheets, queues, document stores, and APIs can all be evaluated during scoping.
- You leave with a clearer map of the routine path, the exception path, and the systems involved.
One workflow gets a measurable finish line.
We define the completed unit of work before production: the finished item that would otherwise require manual coordination.
- Examples: one invoice packet prepared, one customer record activated, one payer-status check documented, one order exception routed.
- That unit becomes the basis for the business case and the later outcome-based quote.
Routine work is automated. Judgment stays with people.
The launch plan defines which actions TryAgent can take, which cases require approval, and which owner receives exceptions with context attached.
- Ambiguous, high-risk, above-threshold, clinical, legal, coverage, coding, payment-release, and policy decisions stay human-owned unless separately approved.
- Scoped write access is considered only after the workflow, permissions, and approval path are clear.
The workflow is run, monitored, and adjusted after launch.
TryAgent owns the production workflow within the agreed scope, with monitoring, maintenance, change review, and documented action history.
- If a source system changes or behavior moves outside scope, the workflow can be paused, reviewed, and adjusted before it expands risk.
- Expansion starts only after the first workflow has a clear operating path.
Before, people chase context. After, routine work moves with a clear stop point.
TryAgent is useful when a person is not adding judgment. They are checking the same systems, copying the same fields, asking the same follow-up questions, and waiting for the same owner to make a decision.
The operator rebuilds the workflow by hand.
They open the inbox, portal, ERP, spreadsheet, approval tool, and document folder, then decide what is missing before the work can move.
TryAgent handles the routine path and stops at the boundary.
The workflow gathers context, checks rules, updates approved routine items, routes exceptions to the right owner, and logs what happened.
Judgment-heavy decisions do not disappear into automation.
Your team keeps ownership of ambiguous approvals, policy overrides, payment release, clinical judgment, legal judgment, coverage interpretation, and customer-impacting exceptions.
The first workflow should have clear inputs, owners, and stop reasons.
These examples show the kind of completed unit we look for. If you already know the queue, use the workflow library to pick the first audit path.
One invoice captured, checked, approved, and prepared for system update.
One customer setup path completed with missing steps routed to owners.
One eligibility check documented with ambiguous payer responses escalated.
One document or record normalized, validated, and handed to the next system.
One invoice, PO, receipt, vendor, and tolerance packet checked for review.
One blocked order classified, routed, and logged with the next owner.
The trust model is part of the workflow, not an afterthought.
This page shows how the work runs. Security, privacy, deployment, credential, and review details belong in the controls review for your specific workflow.
Discovery starts by observing the workflow before production write permissions are considered.
Production permissions are scoped to the approved workflow actions, not broad system control.
Your team defines the thresholds, approval owners, and cases the automation should not decide.
Inputs, actions, approvals, exceptions, and completion status are documented for review.
You are not buying shelfware. You are buying an operated workflow.
TryAgent scopes, builds, monitors, maintains, and improves the workflow inside the approved scope. Pricing follows the scoped completed unit, not broad platform access.
Bring one messy workflow. Leave with the first automation scope.
The audit call is not a software demo. It is a working session to identify the current queue, the repeatable steps, the cases that need a person, and what should count as finished work.
Book a workflow audit30 minutes · Read-only · No obligation
Get the workflow audit follow-up.
Leave a work email and we will follow up with the workflow audit questions that help separate a good automation candidate from a risky one.
See what this would look like on one workflow.
Bring the messy workflow. We will show what can be automated, what stays human, and what the first rollout would need before anything goes live.
30 minutes · Read-only · No obligation
Not ready to book? Get the audit prep questions.