AGENTS

Agentic AI that works your systems, not a demo video

An agent is just a flow with judgement. It reasons about what to do next, then acts through the same audited nodes as everything else: your CRM, your inbox, your accounting tools.

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Sales
Customer Success
Finance
Product
Social

editor.flomation.app/agents/purchase-desk

Purchase Deskrunning

Reorder anything we'll run out of before month end.

Checked stock levels against the last 90 days of sales. Four lines fall short. Two have an approved supplier, two don't.

TOOL CALLS

stock.levels210ms

sales.velocity340ms

suppliers.lookup120ms

purchase_order.createapproval

Two POs over £2,000 need a human tick before they go out.

Tools available to this agent

Xeroread invoices, draft bills

Shopifystock, orders

Gmailsend to suppliers

HubSpotaccount context

Postgresinternal stock table

Slackask a human

A figure folded from teal paper, pushing a pale lilac paper cube along a seam, with two more cubes waiting ahead.

Agents you'd actually let near the business

Tools are your real systems

An agent's tools are the same 3,585 integration nodes your flows use. No bespoke plumbing per model.

Approval gates where it matters

Set thresholds so that over a certain value, or in a certain system, a person signs off first.

Every decision is on the record

Reasoning, tool calls, inputs and outputs are logged per run. Replay any of it later.

Scoped to what it needs

Grant an agent exactly the tools and environments it needs, and nothing beyond them.

Your model, your keys

Bring your own provider, or run a local model on your own runners for sensitive work.

Hand off to a flow

When the judgement's done, deterministic work belongs in a flow. Agents call them directly.

GOOD FIRST AGENTS

Five that earn their keep in the first week

Sales: Triages inbound enquiries into the CRM with a summary attached, so the first reply is not the bottleneck.
Customer Success: Answers supplier and customer email using your own order data, and hands over the moment it is out of its depth.
Finance: Chases overdue invoices with the right tone for each account, and reconciles deliveries against the purchase orders they belong to.
Product: Turns support threads into tagged feedback, then tells the people who asked for something when it ships.
Social: Drafts posts from what actually shipped this week, and waits for a human to say yes before any of it goes out.

Give an agent one job first

Start with something bounded, wire it to the systems it needs and nothing else, and put a person in front of anything expensive.

Every decision it makes is logged next to the reasoning that produced it, so you can see exactly what it did before you widen the remit.

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