AI agent for reports and minutes
A voice note and a few photos become a report in your company's format, filed where it belongs.
Illustration with sample data
Reports get written in the evening, by hand.
- Site visits, meetings and interventions end up as notes someone transcribes in the evening.
- Every technician writes in their own way: reports cannot be compared or found again.
- Information reaches the office days later, when it was needed straight away.
First we understand how you work.
Every company has its own templates, abbreviations and obligations towards customers and authorities. We collect them with your technicians before writing the first report.
What needs documenting
Site visits, technical interventions, meetings, inspections: with which mandatory information.
In what format
The templates you use today, signatures, attachments required by customers and authorities.
Where it is filed
ERP, job folder, customer folder, CRM.
An example: how the agent works, in four steps.
Every agent comes from your process. This is how the work is usually split: steps, checks and rules change from company to company.
- 1
Listens
A voice note, even from the site, and the photos taken there.
- 2
Writes
The report in your company's format: attendees, activities, issues and next steps.
- 3
Checks
It flags missing information before closing the document.
- 4
Files
It saves the report in the right job and sends it to whoever needs to read it.
The technician checks and signs.
The agent removes the transcription, not the responsibility. The report is reread and approved by whoever was there.
Stays with people
- Technical assessments
- Signing the report
- Sensitive communication with the customer
It connects to what you already use.
You do not change tools, and the people you work with keep working as they do today.
- Smartphone and WhatsApp
- ERP and job management
- Shared folders
- CRM
- Word and PDF templates
Before you ask.
Does it work where the signal is weak?
The note is recorded anyway and is sent as soon as there is coverage. The report arrives once the file is through.
Does it understand technical jargon?
Yes: in the first weeks we give it the terms, abbreviations and names you use.
Who signs the report?
The technician. The agent prepares the document, the person rereads and approves it.
Where do the recordings end up?
In your systems, for as long as you decide. Processing happens in European environments.
Other examples.
These are the cases we see most often, not a catalogue. If your process is not here, we start from it.
- Order managementThe agent reads the order, recognises the customer and the items, checks prices and availability and enters it. People only look at the doubtful cases.
- QuotesThe agent finds similar past quotes, proposes items and prices and prepares the draft. Sales reviews and signs it.
- Customer serviceAn assistant handles first-level requests, by voice too, with your company's information. When a person is needed, it hands over the call with a summary.
- Back-office administrationThe agent enters documents, matches payments and invoices and flags only the differences. Reminders go out in the tone you choose.
- Email managementThe agent classifies every message, assigns it to the right person and prepares a draft reply. Nothing goes out without a review.
- Your processNot on this list? That is the most common case: we start from how you work today.
Your process is not on this list?
That is the most common case. In the first call you tell us how you work today: we tell you whether an agent makes sense, where we would start and what you need to begin. Even when the answer is no.
The products we use here
If AI is not the right answer for your case, we will tell you.
A 30-minute call about a process that costs you time today. We tell you what we would do, and what we would not.
