Workflows automated. People elevated.
Intelligent Automation
Transform your end-to-end operations with fully governed AI workflow automation, across the tools you already use. Your people stop managing processes and start leading them.
Monthly operations report
Ready for you
Runs monthly · ready in hours, not days
- Pulled data from ERP, CRM, finance and media platforms
- Reconciled every figure against its source
- Needs attention: Flagged 3 variances above threshold before sign-off
Your partReview 3 variances and approve
ApproveHow We Help
Automate. Govern. Control.
We start by understanding your business. With deep domain and technology expertise, we build automation around how you work, so you can make faster, more accurate decisions. Everything runs within your guardrails in your Google Cloud environment, with the IP staying yours, for consistent, trusted results.
Less complexity. Fewer handoffs. Less waiting.
- Up to 70% reduction in manual workflow effortPM Dragonfly CPG case study: media activation (opens in a new tab)
- 50% reduction in reporting timePM Dragonfly CPG case study: marketing transformation (opens in a new tab)
- 30% reduction in operational costsPM Dragonfly CPG case study: marketing transformation (opens in a new tab)
- 15% ROI increase from marketing transformationPM Dragonfly CPG case study: marketing transformation (opens in a new tab)
How It Works
Less Time Doing.
More Time Leading.
It starts by understanding your signals, nuances, processes and tools. Then it works within your guardrails to deliver consistent, trusted actions back to your people, for smarter, faster decisions.
Intelligent Automation
-
You
Trigger
Prompted by your team, or set to run on a schedule.
-
Plans
Understands the context, your processes and your guardrails, then plans the work.
-
Executes
Agents and APIs produce the work across your systems, operating securely throughout.
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Validates
Reconciles every output against plan, rules and guardrails for consistent, secure results.
-
You
Sign off
Review the flags and approve. Nothing fires blind.
The Result
- ↑More Speed
- ↑More Accuracy
- ↑More Capacity

Choosing the Right Approach
Automation Designed for You.
Every business has different needs, systems and structures. Three pathways give you the flexibility to match yours, and we take the time to understand your business before planning the right one.
Orchestrate what you have
Automation Pathway
Avoid high-risk migrations by using APIs and workflow logic to connect, sequence and automate processes across existing SaaS tools.
Intelligent Automation Layer Workflow Hub · Orchestration · Governance & QA
- SaaS · API ERP (Existing SaaS, connected by API)
- SaaS · API Project tracker (Existing SaaS, connected by API)
- SaaS · API Ad trafficking (Existing SaaS, connected by API)
- SaaS · API QA (Existing SaaS, connected by API)
- SaaS · API Reporting (Existing SaaS, connected by API)
- Existing SaaS, connected by API
- Replaced by a specialised AI agent
The pragmatic blend · Combine both
Hybrid Pathway
Pragmatic blended solution where the Automation Layer connects and orchestrates with core systems like enterprise ERPs or secure databases via API, as well as deploying AI Agents to replace peripheral, high-cost SaaS tools.
Intelligent Automation Layer Workflow Hub · Orchestration · Governance & QA
- SaaS · API ERP (Existing SaaS, connected by API)
- SaaS · API Project tracker (Existing SaaS, connected by API)
- AI Agent Ad trafficking (Replaced by a specialised AI agent)
- AI Agent QA (Replaced by a specialised AI agent)
- AI Agent Reporting (Replaced by a specialised AI agent)
- Existing SaaS, connected by API
- Replaced by a specialised AI agent
Replace with agents
Agentic Pathway
Reduce vendor bloat and licensing costs by completely replacing SaaS tools with specialised AI agents. Achieve maximum ambition and margin.
Intelligent Automation Layer Workflow Hub · Orchestration · Governance & QA
- AI Agent ERP (Replaced by a specialised AI agent)
- AI Agent Project tracker (Replaced by a specialised AI agent)
- AI Agent Ad trafficking (Replaced by a specialised AI agent)
- AI Agent QA (Replaced by a specialised AI agent)
- AI Agent Reporting (Replaced by a specialised AI agent)
- Existing SaaS, connected by API
- Replaced by a specialised AI agent

Start Where the Value Is.
By understanding your business first, we design the agentic AI use cases that will create the most value for you.
-
Media
Agentic Media Buying
Agents build, traffic, QA and optimise campaigns across channels, catching errors before they cost spend.
Workflow
- Plan
- Build
- QA
- Optimise
-
Finance
Finance and Billing Automation
Agents pull invoices, reconcile them line by line against plans and contracts, and flag mismatches before anything is paid.
Workflow
- Retrieve
- Reconcile
- Flag
- Approve
-
Operations
Project Management
Agents take in requests, assign work, track timelines and escalate risks before deadlines slip, so delivery teams lead the work instead of chasing it.
Workflow
- Intake
- Assign
- Track
- Escalate
-
Creative
Creative Production
From brief to final video assets, agents produce, version and route creative for approval, so campaigns reach market faster with more variants to test.
Workflow
- Brief
- Create
- Approve
- Deliver
Value Across the Organisation.
Every team gains something different. We understand each team's priorities, validate the opportunity with them, and prove the value before it scales.
-
Commercial Lead
Return on Investment
- Early return on investment, with quick wins from the first phase
- Growth without matching growth in headcount
- Early phases fund later ones, so investment follows proven value
-
Legal & Security
Governance & Risk
- Data stays in your perimeter and is not used to train public models
- No black-box decisions. Every action is logged, reversible and inspectable
- Human approval at every critical milestone, within your security and compliance policies
-
Operations
Capacity & Speed
- Multi-step workflows run end to end, with people handling only the exceptions
- Capacity released without new hires
- Errors caught before go-live, not after
-
IT Leadership
Architecture & Control
- Orchestrate existing technology first. Replace with agents only where it pays.
- Built on Google Cloud. Runs in your own environment, with a permanent record of every action
- Months to first value, not years
Proof In Practice
Work That Activates Growth.
-
30%
Productivity and operating cost savings
Transforming marketing through intelligent automation.
-
750
Reusable master attributes
Turning thousands of customer traits into one source of truth.
Intelligence Read more: 750 Reusable master attributes -
View All Case Studies
Getting Started
Map It. Build It.
Scale It.
We start with the workflows that free up the most time, fastest. Those early savings fund the more advanced phases that follow.
-
Phase 01
Discover & Architecture
We map where coordination time is lost, decide what to orchestrate and what to replace with agents, and finalise the architecture.
-
Phase 02
Build & Integrate
We build and test the automation layer, connect your existing tools and put the first live workflows into production.
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Phase 03
Scale & Maintain
The unified workflow rolls out across regions and business units, with legacy tools retired in favour of agents as maturity grows.

FAQs
Your Questions, Answered.
-
01/08
Do we have to rip and replace our current software?
No. We orchestrate your core systems as they are today, and only bring in AI agents for new capabilities or to replace costly tools that are easy to retire. No forced, high-risk migrations.
-
02/08
How is our proprietary data protected?
Everything runs inside your own cloud environment. Your data stays within your perimeter, is never used to train public models, and every action is recorded in an immutable audit trail.
-
03/08
Will automation lead to role reductions?
This is about capacity, not cuts. The program takes repetitive manual tasks off your employees' plates, saving hundreds of hours each week so the team can focus on strategy, proactive planning, and high-impact work.
-
04/08
How do you stop automation from executing the wrong thing?
Every brief is checked against your rules before work starts, every output is checked against the plan, and people approve at every critical milestone. Every action is logged and reversible.
-
05/08
Is this a multi-year IT overhaul?
No. Planning takes months, and we build the first workflows quickly after that. Early wins then help fund the next phases.
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06/08
Who maintains the agents and connectors after launch?
It’s up to you. You own the IP and the code, so your team can run it, or we can support it on an ongoing basis.
-
07/08
How do we make sure teams actually adopt it?
We build automation into the tools your teams already use, so nobody has to learn a new portal. We run change management and training from the first phase, not after launch.
-
08/08
Which systems can it connect to?
Anything with an API, from ERP and project trackers to ad platforms like Google, Meta and YouTube.
Less Time Managing Processes. More Time Leading Them.
In one session, we'll show you where Intelligent Automation can unlock capacity in your organisation, and which approach fits.
Typically a 45-minute session. No SDRs.