The build: agents shipped inside your stack
6 agents, built against the baselines the audit measured and the exception categories it named. Each one runs on top of the systems you already own, through service accounts scoped to the actions it is allowed to take.
| # | Agent | What it does | Hrs/week | Annual value | Ratio |
|---|---|---|---|---|---|
| 01 | CRM Hygiene | Writes back call outcomes, contacts and next steps from the systems that already recorded them. | 42 | $248k | 4:1 |
| 02 | Deal Desk | Prices and approves against policy, escalating only the deals that fall outside it. | 38 | $296k | 3:1 |
| 03 | Pipeline Inspector | Flags deals whose stage no longer matches their evidence, before the forecast call. | 26 | $164k | 3:1 |
| 04 | Contract Accelerator | Triages redlines against the playbook and marks the clauses a lawyer has to see. | 24 | $178k | 3:1 |
| 05 | Forecast Roll-up | Assembles the roll-up across segments and shows what moved since last cycle. | 18 | $122k | 3:1 |
| 06 | Handoff | Packages the closed deal for delivery so context does not die in a thread. | 18 | $116k | 3:1 |
Ratio is automated steps to human steps within that agent's flow. The 6 agents return 166 hours a week between them, which is the annual figure in chapter 02 divided across a 46-week working year.
Deal Desk
- 01Read the quote request and pull the account's contract historyAutomated
- 02Price against the current rate card and the customer's tierAutomated
- 03Check the discount against policy for segment and volumeAutomated
- 04Account executive confirms the configurationReviewer input
Corrections here retune how the agent reads future requests
- 05Assemble the approval package with margin and precedent attachedAutomated
- 06VP Sales approves any discount beyond the policy capHuman gate
- 07Generate the quote and write it back to SalesforceAutomated
- 08Log the decision, the approver and the precedent usedAutomated
The gate is a step, not a promise made in prose. Where a correction appears it is marked, because the correction persisting as training signal is the difference between an agent that improves and one that repeats itself.
11 steps → 2 touchpoints
What took 11 manual steps now needs a person at 2 of them.
5 → 1 queue
5 handoffs between people and systems collapse into one queue with the evidence already attached.
- Cost reduction$354k31%
- Revenue growth$642k57%
- Risk mitigation$128k11%
The agent roster above sums to the same total: $1.12M across 6 agents. Cost reduction is hours at a fully loaded rate, discounted 25% for ramp.
These agents are specified, not running. The software is built for the client who commissions it, after their audit has named the thresholds and the exception categories it has to work against. What is fixed is the pattern: 1 human gate in this flow, every action logged with its inputs and its approver.