AGENTIC INITIAL STUDIO
Workflow automation
Turn repeated spreadsheet, file and reporting work into a process your team can run and inspect.
Who this helps
Start with a recognisable problem.
For teams reconciling files, copying information between tools or rebuilding the same report every week.
Deliverables
Know what you will receive.
A scoped Python automation or API integration with configuration notes
Sample-based checks, an exception report and a runbook
Working process
From one task to a usable result.
- 01
Map the work
Trace one real task from input to output; identify manual decisions.
- 02
Test the rules
Use anonymised samples to agree matching, duplicates and missing-value rules.
- 03
Build & review
Automate the repeatable steps and keep exceptions visible for a person to resolve.
- 04
Hand over
Run the agreed test set and explain scheduling, recovery and ownership.
Before starting
What we need from you
- A sample input and the report or output you want
- The rules you currently apply manually
- Access constraints, frequency and the person reviewing exceptions
Acceptance
How the result is checked
- Reconcile record counts and totals against an agreed sample
- Identify duplicates and incomplete rows rather than silently discarding them
- Demonstrate how a failed run is diagnosed and repeated safely
Practical questions
Before defining the scope.
Will this replace all manual work?
The aim is to automate defined repeatable steps. Ambiguous records, approvals and changes to business rules still need an agreed human owner.
Can it use our existing Excel files?
Often, yes. The first step is to inspect file structures, formulas and variations before agreeing an input contract.
Working example
Inspect a document-processing workflow.
The invoice extraction project turns synthetic PDFs into structured service lines and retains their coordinate evidence. Explore the actual computed outputs and review queue in its dashboard.
Explore invoice dashboard ↗