
Tasks have two sides.
01 - The setup
Setup is a one-time task, completed by an administrator, user or team lead.
Once live, they start automatically. You only step in when a decision is needed.
For administrators and department heads.
Set up a task
Hand the system a repetitive task. An email that always follows the same route. An overdue invoice. A meeting that needs summarizing. End-of-month processes. You don't need to map out a workflow. The system identifies the steps for you.
1
It recognises the trigger
An incoming email, an overdue invoice, a meeting that has just ended, a line in your ERP. That becomes the starting point.
2
It identifies the steps involved
Which systems are involved, the sequence of events, and what needs to be monitored.
3
It knows when to act
You can set which steps the agent can take independently, and which require your approval. This only needs to be configured once.
4
The task is given a clear name
You will never be left with a complex automation that no one dares to touch.
Using a task
The agent uses the context already available, including your meetings, emails and connected systems like your ERP. It only operates within the rules you set, and will refer any gaps in its knowledge back to you.


The difference from manual work
A new request every time
If you ask an AI to archive an email or follow up on an invoice, you have to start from scratch every time. The result depends on your prompt. If you are not there, nothing happens.
Only the case changes
Tasks allow you to keep the workflow you already trust. Only the case changes. Everything else is set, exactly as you configured it.
Templates
Accounting and tax
Month-end closures, tracking overdue invoices, draft postings.
Advice and consultancy
Meeting summaries generated, action items assigned, follow-up email drafted, CRM updated.
HR and communications
Onboarding steps, contract renewals, standard messages.
Sales and marketing
Archiving email, post-meeting follow-up, and updating the client file.
The agent completes the form. You remain in control.
Secure and in control
Only assigned agents may perform a task
The agent never invents information; they will ask if they do not know
No action is taken outside your rules. Sensitive steps await approval
Every action in your log
Your data is hosted in Amsterdam, in your own private environment
AI that pays for itself
Work more efficiently. Everything connected. European and secure.




























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