Agents & Automation

An agent answering your customers? A flow moving your invoices? Nobody sure what it costs?

Agents and automations work on their own. Each one runs under someone's account, reaches some of your data, and bills you every time it thinks.
Secure

Each one reaches only what it needs.

Service accounts instead of people, data limited to the job, outside services approved or blocked.

Cost-efficient

The cheapest model that does the job.

The same customer-service agent can cost CA$8 or CA$800 a month, depending on how it's built. We build for the first number.

Fitted to you

Built for your work, handed to your team.

One job per agent, designed with the people who do the work, documented so your team can run it.

You get: Agents and automations that work, sized to what they cost, and documented so your team can own them.

Agents and automation review — extract

Sample
AreaPillarFindingPriority
Model choiceCost-efficient
  • The support agent calls a reasoning model on every turn — 100 credits where a scripted answer costs 1.
P1
Owner accountSecure
  • The invoice flow runs under one employee's connection.
  • It stops the day they leave.
P1
Data reachSecure
  • The HR flow can read every SharePoint site, not just the HR one.
P1
Use caseFitted to you
  • The customer agent tries to answer everything.
  • Most questions are about three topics.
P2
Outside servicesSecure
  • Two flows send data to a personal Gmail and a Dropbox account.
P2
Monthly spendCost-efficient
  • Nobody tracks Copilot Studio credits.
  • The bill arrives at renewal.
P2
Who can buildSecure
  • Every employee can create flows.
  • Nobody reviews them.
P2
The first page of what a review produces: what is running, what each one reaches, what it costs, and the order to fix it in. The full document covers every agent and flow found, with the owner and the effort against each line.
01

Design

  • SecureWhich flows and agents already exist, who built them, and what they reach
  • SecureWho in your company should be able to build, and where
  • Cost-efficientThe model each task actually needs — reasoning models only where they earn it
  • Cost-efficientWhat each one will cost to run, per month
  • Fitted to youWhich tasks are worth an agent or an automation, and which aren't

How it runs

  • Workshop with the people who do the work
  • Inventory of existing flows and agents
  • A plan with the cost and the scope of each automation
02

Deploy

  • SecureRunning under a service account, not a person
  • SecureEach one limited to the data it needs
  • SecureOutside services approved or blocked
  • SecureA separate space to build and test, away from your live data
  • Cost-efficientCost measured before go-live
  • Fitted to youAgents built in Copilot Studio and automations in Power Automate, one job each
  • Fitted to youDocumentation your team can read

How it runs

  • Build, tested on real cases
  • Cost measured before go-live
  • Handover, with documentation
03

Maintain

  • SecureFlows left behind by people who left
  • SecureNew flows and agents built by your staff, reviewed
  • SecureSwitching an agent off still works
  • Cost-efficientCredit spend per agent, every month
  • Fitted to youAdjustments when your work changes, and new models adopted only where they help

How it runs

  • Monthly spend review
  • New automations reviewed before they go live
  • Adjustments when your work changes

Thinking about an agent or an automation?

Tell us the task you'd like off your team's plate, and we'll tell you whether it's worth automating and what it would cost to run. Or start with the free evaluation — sixty minutes, then a written read on what to build, what to fix, and what it should cost. We reply within one business day.