Our process
Stage 2 of 4

AI Implementation & Automation

You get a working system: your tools configured, agents installed, everything connected.

This is where the audit becomes a working system. First we configure what you already pay for so it actually gets used. Then we bring in the best existing tools on the market where something is missing. We install pre-built POP AI agents that are already proven, and develop custom agents only where your work is genuinely unusual. Finally, automation connects all of it end to end — and POP OS gives you one place to see every run, every approval and every hour saved.

What happens in stage 2

Step by step.

  1. 2.1

    We set up the tools you already pay for

    Your current software configured properly — access, settings, permissions — and connected to your own documents, CRM and internal knowledge so answers come from your data.

  2. 2.2

    We add new tools only where something is missing

    If a gap can't be closed with what you own, we bring in the best tool on the market for that job and set it up around your workflow.

  3. 2.3

    Install pre-built POP agents

    Agents we've already built and proven, adjusted to your company, your wording and your rules. This is the fastest route to something working.

    See these agents
  4. 2.4

    Develop custom agents

    Only when nothing existing fits: an agent built around your process, trained on your documents, your steps and your approvals.

    See custom agents
  5. 2.5

    We connect it all so it runs on its own

    Work passes automatically from one tool to the next, and stops for a person whenever judgment or liability is involved.

  6. 2.6

    POP OS for visibility

    One screen showing what ran, what's waiting on your approval, what failed, and the hours saved per workflow.

    See POP OS
What we need from you
  • Admin access to the tools being configured, or an IT contact who has it
  • One weekly 30-minute check-in during the build
  • A named approver per workflow to sign off before anything goes live
Deliverables

What you walk away with.

  • Configured workspaces with correct data boundaries
  • Connected knowledge sources and retrieval setup
  • Role-based prompt and template library
  • Live automations in production on your stack
  • Exception handling, approval routing, run logs and alerting
  • Plain-English runbook per workflow with hours-saved reporting