Document Intake Agent
Collects incoming documents, spots missing items, sorts information, and sends requests to the right next step.
People stay responsiblePeople approve sensitive documents, handle exceptions, and make regulated decisions.
AI agent designs
AI agents for specific jobs in your business.
An AI agent is a tool that handles a defined task. It needs reliable information, a clear output, and a handoff to a person. Start with a job that causes avoidable delays or extra work.
Agent designs to consider
Review the design before you build.
TBS can assess, set up, and build these designs for a suitable workflow. These are possible designs; they are not all in use in every setting.
Customer Response Agent
Drafts answers to common questions, organizes inquiries, follows up on incomplete requests, and passes complex conversations to a person.
People stay responsiblePeople make final business decisions, manage relationships, and handle unusual requests.
Operations Coordination Agent
Tracks repeat tasks, follows up on assigned work, and flags items that need attention.
People stay responsiblePeople set priorities, make operational decisions, and remain responsible for completing tasks.
Cash Flow & Receivables Agent
Helps with invoice follow-up, reminders about payment status, document preparation, and keeping managers informed about open items.
People stay responsiblePeople make payment and accounting decisions and handle client issues that need attention.
Management Summary Agent
Turns scattered business information into regular summaries, lists of exceptions, and updates to help people make decisions.
People stay responsiblePeople interpret the information, make strategic decisions, and take responsibility.
Professional Office Coordination Agent
Organizes questions, requests for information, and follow-up for a participating accounting, tax, compliance, or advisory office.
People stay responsibleThe office remains responsible for licensed advice, filings, and professional judgment.
Choosing your first task
Choose a recurring task you would like AI to help your team with next month.
Tell us where work gets stuck. TBS will use that information to identify an agent design to explore and what the workflow needs first.