How it works
Good people, doing work that never needed a person.
Retyping, chasing, confirming, copying the same thing between the same two places. It has to happen, so somebody does it, over and over, and repetition is where the mistakes come from. An agent is that job written down properly, running every day, with a person still approving what matters.
This is the long version: what an agent is made of, what it is allowed to touch, how far it is trusted, what a working day looks like, what it costs, and what happens when it gets something wrong. Technology runs it. Your process is what makes it work.
Most of it is not hard. That is the problem.
Your people are not slow and they are not careless. They are spending hours on work that never needed a person, because until now there was nothing else to do it.
Copying the same details from one system into another. Retyping what a customer already told you. Confirming the same appointment three times. Chasing the same document from the same supplier every single month. Writing the fourth version of an email you have written four hundred times.
None of it needs judgment. All of it needs somebody, so somebody does it, and that somebody is usually one of the people you would rather have talking to customers or running the floor.
And because it is repetitive, it goes wrong. Not dramatically. A number typed one digit out. A confirmation that went to the wrong person. Something one person assumed another had handled, so nobody did. Repetition is where errors come from, and the errors are almost never in the interesting work. They are in the part everybody is doing on autopilot at four in the afternoon.
Then it happens again next week, in exactly the same shape, because nothing about the process changed.
What this is really about
Not replacing anybody. Taking the parts of the day that do not need a person off the people who currently have to do them, so their time goes to the work that actually needs judgment, a relationship, or a decision. What they should be focused on, rather than what they have to be.
Here is what that looks like on one ordinary job. Same seven things happen either way. What changes is how many of them land on a person.
One inquiry, today
The same inquiry, with an agent
Seven stops either way. The work does not disappear, it stops landing on somebody’s afternoon, and the single step that genuinely needs a person still gets one.
The same thing again, step by step, if you would rather read it than look at it.
One inquiry, today
- YouInquiry lands in the shared inbox
- YouSomebody notices it
- YouReads it and works out what it is
- YouChecks whether a colleague already replied
- YouWrites the reply from scratch
- YouSends it
- YouCopies the details into the calendar
Seven steps. Seven of them yours.
None of them need judgment until the very last line of the reply.
The same inquiry, with an agent
- AgentInquiry lands in the shared inbox
- AgentRead within minutes, day or night
- AgentWorked out what it is
- AgentChecked nobody has already replied
- AgentReply written, in your words
- YouYou read it and press send
- AgentWritten down, with a link to the work
Seven steps. One of them yours.
The same work still happens. The step that needs a human still gets one.
That example is an inquiry, because it is the easiest one to picture. It is not the only shape. Most repetitive work in a business is something arriving, something being worked out, and something being prepared as a result.
A quote the customer approved
the order filled in, ready to submit
A job going in the diary
the deposit invoice raised, the date confirmed
A supplier confirming a delivery
the customer told when it arrives
An inquiry landing on a Saturday
a reply written before Monday
An installer's insurance about to lapse
chased before it does, not after
An invoice reaching fourteen days
a reminder written in your voice
Every one of those is the same job with different nouns. Something triggers it, the agent does the middle, and a person still decides the part worth deciding.
It is a job, not a piece of software
Nobody has to learn a new system. You describe the work the way you would describe it to somebody starting on Monday, and that description is the thing that runs.
Most business software asks you to translate how you work into its screens, its fields, and its idea of a workflow. You spend the first month bending your process to fit the tool, and the tool never quite fits.
An agent works the other way round. There is no settings screen to learn. There is a written description of a job, in ordinary English, and the agent does that job. When the job changes, you change the words.
Which means the hard part of this is not technical. The hard part is saying out loud how something actually gets done in your business, including the parts that live in one person’s head. That is the work we do together, and it is why this starts as a conversation rather than an installation.
What an agent is made of
Four things. None of them are technical, and you can read all four at any time.
The goal
One sentence saying what done looks like. Get unpaid invoices paid. Answer every new inquiry the day it arrives.
The playbook
The written instructions. Plain English, the same thing you would tell a new hire on their first morning.
The connections
Which of your systems it may touch, named one by one. It cannot reach anything not on that list.
The trust level
How far it may go. Every agent starts by reading and writing nothing, and earns more from a record you can read.
That is the whole of it. There is no fifth hidden part, no model to choose, nothing to tune. If you ever want to know why an agent did something, the answer is in those four things, and you can go and read them.
The playbook is the actual product
Everything else is plumbing. The playbook is where your business lives, and it is written in the words you already use.
A playbook is not code and it is not a flowchart. It reads like onboarding notes for a new hire, because that is exactly what it is. Here is a piece of a real one, for an agent that chases unpaid invoices.
Playbook, excerpt
Who the people are
Dawn runs the office and handles anything about money. Mike is on the road most days. If something needs a decision about price, it waits for Mike.
How to sort what comes in
An invoice more than 14 days past due gets a first reminder. More than 30, a second, and mention the account is going on hold. Never a third without asking Dawn first.
How to sound
Short and warm. We know most of these people. Never threatening, never legal language, and never a nudge to somebody who paid last week.
When to stop and ask
Anything about a dispute, a refund, or a customer saying the work was wrong. Do not draft. Flag it for Dawn and say why.
Notice what is in there. Who the people are. What the thresholds are. How you sound to your own customers. And, most importantly, the things it must not touch. That last section is usually the one that takes the longest to write, and it is the one that makes the whole thing safe.
What this means in practice
You can open the playbook, read every word of it, and change it yourself. Changes take effect on the next run. Every version is kept, so if a change makes things worse you put the old one back in one click.
We write the first draft with you, because most people have never had to say their process out loud before and it takes a couple of passes. After that it is yours.
What it can reach, and nothing else
An agent has no general access to your business. It has a list, the list is short, and you write it.
Connecting a system means going to that system and granting permission there, on its own screen. Fluid never asks for a password and never has one. You are approving a named permission, the same way you would for any other app you trust.
Those permissions are deliberately narrow. An agent that drafts replies can read what comes in and write a draft. It cannot delete anything, and it cannot change mail that already exists, because we do not ask for the ability to do either.
Connections are then attached to agents one at a time. An agent can only touch what is explicitly linked to it, so an agent built for one job cannot wander into another.
Two lines in, and nothing else joined to anything. Not blocked by a rule it could be talked out of. Never connected, so there is nothing there to use.
Turning it off
Disconnect is a single click and it takes effect immediately. The permission goes back to the provider and our copy of the key is destroyed, not archived. Reconnecting means granting it again, on purpose. There is no version of this where we quietly keep access you thought you had removed.
How much rope it has
Every agent starts by reading and writing nothing at all. It earns the right to prepare work, and then to finish it, from a record you can read. You decide when, and you can go back down at any time.
How much this agent may do
Your choiceWatching
Set here todayWhere every agent starts
It reads what comes in and tells you what it found. It writes nothing, anywhere. The first weeks are the agent running against your real work while being unable to touch it.
Prepares only
Once it understands the work
It does the work and stops before the last click. A reply written but not sent. An order filled in but not submitted. You look at it and decide.
Finishes the routine
Once the record backs it up
The ordinary cases it finishes by itself. Anything your playbook does not call routine still waits for you, and you are the one who wrote down which is which.
Finishes everything
Only when you are sure
It finishes the job without waiting on you, inside limits it cannot change: it only reaches people and places the work already involved, and it can never delete anything.
You pick the setting and you change it. It never changes itself, and it cannot argue with you about it. The hard limits written on the last setting are ours rather than yours, and they hold at all four.
The dial is enforced in our software, not left to the agent’s judgment. At the first two settings the ability to send does not exist for that agent at all. It is not that it has been told not to. There is nothing there to use.
The limits at the top of the dial hold no matter what: an agent reaches only the people and places the work already involved, or the ones you wrote down when it was set up, and it has no ability to delete anything at any level. Those are ours, not yours, and they are not adjustable. An agent cannot be talked into writing to somebody new, because picking who to write to was never something it does.
What a day actually looks like
A run is one wake-up. Here is every step of one, in order.
Fifteen came in. Thirteen were dealt with. The two waiting are the only part of the day that was ever yours.
It wakes up
On a schedule you set, or when something happens. Twice a weekday is common. First it checks whether you have paused it, and stands down if you have.
It checks it can still get in
Passwords change, permissions get withdrawn, people leave. An agent that has quietly lost access looks exactly like a quiet week, so it proves it can reach your systems before doing anything else. If it cannot, it stops and tells you.
It looks only at what is new
It remembers where it got to last time. It does not re-read your history, and it does not act twice on the same thing.
It checks whether a person already handled it
Somebody may have picked up the phone an hour ago. Two answers to one question is worse than none, so it looks before it writes.
It decides, using the playbook
Every item gets sorted, and each one carries a plain sentence saying why. Anything the playbook says to leave alone is left alone.
It does the work, and stops short of the last click
A reply written but not sent. An order filled in but not submitted. A record updated and flagged for a look. Whatever the job is, it is left where you already work so you finish it the way you always have.
It writes down what it did
Every item, every decision, and a link to the actual work. Nothing happens that you cannot go and look at.
It hands back what it will not decide
Anything ambiguous, anything about money it was not told about, anything that smells like a complaint. It says what it saw and stops.
Most runs are quiet. That is the point. The interesting output of a good agent is a short list of things that need you, and a much longer list of things it dealt with that you never have to think about.
How you hear that something needs you
You should never have to remember to check us. The whole point is to remove a chore, not add one.
Most of the time there is nothing to tell you, because the work turns up where you already work. The reply is sitting in your drafts when you open your mail in the morning. The order is in the system you were going to open anyway. No new place to check, no new habit.
When something genuinely needs a person, how loudly you hear about it depends on what kind of thing it is. A hot inquiry at eight at night is not the same as a newsletter signup, and they should not arrive the same way.
How you hear about it
A real inquiry worth answering
Text, straight away
Something it will not decide
Email when it happens
Handled, nothing needed
End-of-day summary
Junk, ignored
Nothing at all
That table lives in your playbook, in those words, and you change it. The work appears where you already work, the full record is in Fluid, and a summary of what your agents have done arrives in your inbox as often as you want it — every morning, once a week, or not at all. You should never have to remember to check on them.
Two rules make this work rather than become noise. Nothing shouts outside your working hours, except an agent that has got stuck or lost access, which is the one case where silence is genuinely dangerous. And a new agent starts quiet: everything lands in the summary until the record shows the sorting is right, and then you turn up the ones worth turning up.
Underneath all of it, Fluid holds the full account of every run: what came in, what it decided about each item, why, and a link straight to the real work. That is where you go to look into something, not where you find out.
You can also tell it when it got something right or wrong, one item at a time. That is not a rating for its own sake. It is the evidence that decides whether an agent has earned more rope, and it is the thing we use to sharpen the playbook.
What happens when it gets something wrong
It will. Here is what the system does about it, because a promise that it never happens is not worth anything.
It misreads something. At Prepares only, you notice when you read the draft, and you fix it in ten seconds or bin it. That is the entire cost. This is why agents spend their early weeks there, and stay until the drafts are consistently right.
It is not sure. The playbook tells it to stop rather than guess. An agent handing something back with a sentence about why is doing its job, not failing at it.
It loses access. Someone changes a password, an administrator withdraws a permission. The agent checks before every run and stops with a plain explanation instead of failing silently for a fortnight.
Something goes wrong that nobody predicted. Every action is written down, so we can go and look at exactly what happened rather than guess. Then the playbook changes so it cannot happen the same way twice.
The part worth remembering
The thing that makes this safe is not that the technology is clever. It is that the work is checkable, the limits are hard, and a person is in the loop until the record says they do not need to be.
Choosing the first one
Not every job is a good candidate. The ones that work share four traits, and the ones that fail share four others.
A good first agent
- It happens over and over, in roughly the same shape
- It is boring, and nobody is sorry to hand it over
- You can tell in seconds whether it got it right
- Getting it wrong once is annoying, not expensive
A bad first agent
- It needs judgment you would not delegate to a new hire
- It happens twice a year
- Checking the work takes longer than doing it
- A single mistake costs a customer or breaks a rule
The temptation is to start with the biggest headache. That is usually the wrong choice, because the biggest headache is normally the one needing the most judgment. Start with something dull and frequent. It builds a record, it teaches us how you work, and the second agent is faster because of it.
Most businesses have five or six candidates once they start looking. Finding them is what the first conversation is for.
What it is actually worth
Three things, and only one of them is hours.
The time comes back. Count what the repetitive part of a job costs you in a week, across everybody who touches it. That is the obvious number, and it is usually the smallest of the three.
The errors stop. Harder to price and usually worth more. A number typed wrong, a confirmation that never went, two people each assuming the other had it. Those cost you rework, and sometimes a customer, and they happen because a person is doing something repetitive rather than because anybody is careless.
Your good people get their attention back. The argument that actually matters. The hours you free up are not generic hours, they belong to the people you least want spending an afternoon copying details between two screens.
The honest version
Look at one job, add those three up, and compare it to a flat monthly fee. If it does not obviously clear, that job is not worth automating and we will say so rather than sell you one. We would rather have a customer for five years than a signature this month.
The bill has three parts: one cost to get the agent built, a flat monthly fee for the agent, and a monthly fee for each person it works for. No metering, no per-message charge, no bill that moves because you had a busy week. You should be hoping it does more work, not watching a counter. The numbers are on the pricing page.
What it involves from you
Honestly: a conversation, one system connected, and a couple of weeks of reading drafts.
Week one. We talk through the job in detail and write the playbook together. You connect the one system it needs. This is the part that takes your time, and it is a matter of hours, not days.
Weeks two to four. It runs, preparing only. You check what it writes and tell it when it is off. It gets noticeably better over this period, because the playbook gets sharper every time you correct something.
After that. You look at the record when you feel like it, and deal with the short list of things it flagged. If the record says it has earned more rope, you give it more. If it has not, it keeps drafting, which is still most of the value.
Then we do it again for the next job, and that one is quicker, because the hard part was never the technology.
The first conversation is about your work, not ours.
We go through what happens in a week, find the parts that repeat, and pick one worth handing over. If nothing fits, we will tell you that too.
Start a conversation