Agentfy
AI for your operations

Your systems, connected. Your operations, moving forward.

Agentfy organizes your company’s data and coordinates AI agents, tools and people to run workflows from start to finish.

Available platform · Guided implementation

AgentfyDemonstration workspace
Norte Tecnologia/Sales operations
Simulated example
SALES OPERATIONS
PV-1048
GmailOrder for 12 laptops
Google DrivePrevious quote
HubSpotCustomer record
Order agentAgentfyIn this example
PV-1048Estúdio Ponto
Product
Pro 14 laptopDocument
Quantity
12 / 102 sources
Next step
Sales reviewRule v1
Connecting sources
AR
Ana RibeiroSales owner
HUMAN DECISIONWhich quantity should proceed?

The team has grown. The current order asks for 12 laptops; the previous quote lists 10.

Preparing context

Systems, data, agents and people. One connected process.

FROM DATA TO THE NEXT STEPScroll to follow the workflow
THE WORK BETWEEN YOUR TOOLS

Is your operation connected? Or is someone connecting everything?

The order arrives by email. The customer record lives in your CRM. The team knows the rules. When these do not connect, someone has to check, copy and chase every next step.

“Here is the order.”E-mail · 09:12
Which version is right?pedido-v1.pdf
AR“Has anyone checked?”Team conversation
?

The process stops between one tool and the next.

YOUR ECOSYSTEM. ONE CONNECTED WORKFLOW.

Work flows between the tools you use.

Email, CRM, documents and your company’s systems. Beyond familiar tools, your workflow can include spreadsheets, local ERPs and custom systems.

GmailWhatsApp BusinessHubSpot
AgentfyContext · execution · decisions
Google SheetsOmieSlack
BEYOND THE CATALOG

Your system does not need to be on the list.

The catalog is a sample. A connection can start with a file, a system’s capabilities or the steps your team performs through its interface.

Excel, CSV and exported reports.

Spreadsheets and files

Files and spreadsheets
Regional ERP, internal finance tools, production systems.

Local ERPs and custom systems

API, webhook or export
Supplier portals, older administrative applications.

Legacy systems and tools without APIs

System interface
FIVE HANDOFFS. ONE SHARED WORKFLOW.

From what arrives to what happens.

Follow an order as it gains context, moves through decisions and reaches a confirmed outcome.

Simulated narrative · fictional data
01CONNECTED SYSTEMS

Work starts in more than one place.

An email arrives. A document comes with it. Customer and operational information enter the same workflow, without losing their source.

In this example, order PV-1048 brings together Marina’s email and Estúdio Ponto’s document. Connections are defined for each implementation.

Explore connections
02DATA WITH PROVENANCE

Information finds its context.

Agentfy connects the sources and organizes the order. The team has grown: it now needs 12 laptops. The previous quote still lists 10. The difference becomes visible.

Both quantities remain linked to their sources. Organizing the order preserves the evidence, including where it differs.

Explore data and context
03AGENTS WITH BOUNDARIES

Agents move the work forward.

The agent checks, compares and prepares the next step. The rule defines how far it can act and when a person needs to take part.

When it finds 12 and 10 for the same order, the agent gathers the evidence and routes the discrepancy. The quantity still awaits a decision.

See how agents work
04PEOPLE WITH CONTEXT

The decision reaches its owner.

Ana receives the order, the discrepancy and the sources. In this example, she approves the 12 laptops Marina confirmed by email.

The decision identifies its owner and the evidence used. The original document listing 10 remains attached to the order.

Explore workspaces
05A VERIFIABLE OUTCOME

The next step has confirmation.

The approved order goes to dispatch. Submission is recorded; the workflow reaches its outcome when receipt is confirmed.

In this narrative, dispatch confirmed receipt of PV-1048 and its evidence. Delivery of the laptops happens later.

Try the demonstration
START WITH ONE WORKFLOW

Start with one workflow. Build with our team.

Agentfy is available with guided implementation. We define the workflow, assess connections and validate how it works with your team.

Talk to our team
  1. 01

    Understand

    Choose one workflow and define its input, owner and expected outcome.

  2. 02

    Connect and configure

    Assess systems, organize data and define the rules for execution.

  3. 03

    Validate and follow through

    Test the workflow with your team and follow exceptions within the agreed scope.

WHERE AGENTFY FITS

Your starting point could be here.

Explore all scenarios

Illustrative use cases. Connections and scope are assessed for each implementation.

WORK CARRIED THROUGH.

Let’s connect your operation’s next step.

See how Agentfy could work in your process. The first conversation starts with the work you want to improve.

Request a demo