AGENTIA · WORKFLOW SOFTWARESTATUS LIVE

Custom AI workflows and internal tools for business operations.

Agentia Studio helps operations-heavy businesses turn messy manual processes into working software — dashboards, automations, AI workflows, document extraction, integrations, and internal tools.

Start with one workflow. Ship a working V1. Improve it into a system your team can rely on.

START WITH ONE WORKFLOWHUMAN APPROVAL BY DEFAULT
workflow.pipeline
uptime · 100%
IN
Messy workflow
· run
01
Map & scope
· run
02
Build & integrate
· run
OK
Working system
· ok
map → shipone workflow
[001]Problem · the work between tools

Your business has tools.
The workflow still lives in someone’s head.

Most teams already run on CRMs, ERPs, spreadsheets, inboxes, forms, calendars, and databases. The problem is the work between them — and it usually falls on one overloaded person.

workflow.gap· monitor
severity · high
input
Your tools
gap
copy · check · route · follow up
target
Working system

Agentia builds the missing software layer between your tools — so the workflow stops depending on manual copying, checking, routing, and follow-up.

  • [ISSUE-01]

    Quote requests arrive by email and PDF.

  • [ISSUE-02]

    Orders get copied by hand from one system into another.

  • [ISSUE-03]

    Staff keep shadow spreadsheets because the main system is too rigid.

  • [ISSUE-04]

    Managers cannot see what is stuck or where work is sitting.

  • [ISSUE-05]

    Customers wait while the team manually checks, copies, routes, and follows up.

  • [ISSUE-06]

    AI tools help in pieces, but they never become the full workflow.

6 open · 0 acknowledged
→ resolved by agentia
[002]Solution · workflow software partner

Turn one painful workflow into a working system.

We help you map, build, integrate, deploy, and improve custom workflow software around the way your team already works.

  • Internal dashboards and admin tools
  • AI-assisted document and email extraction
  • RFQ and order-entry workflows
  • CRM, ERP, calendar, email, and database integrations
  • Approval queues and human-in-the-loop workflows
  • Reporting and operational visibility
  • AI assistants for drafting, routing, search, and review
[003]Use cases · common workflows

Common workflows we build.

Start with one workflow. If it works, expand into the next one.

UC-01

RFQ & quote automation

Turn quote-request emails, PDFs, and spreadsheets into structured quote queues, extracted line items, draft replies, and CRM/ERP-ready records.

emailpdfquote queue
UC-02

Order-entry & admin automation

Reduce manual copying between inboxes, spreadsheets, CRMs, ERPs, and internal systems — with validation and exception handling.

inboxcrm/erpno-copy
UC-03

Freight & logistics inbox automation

Extract quote requests, carrier replies, tracking updates, and exceptions from email into structured, trackable workflows.

carriertrackingexceptions
UC-04

Document & data extraction

Convert PDFs, forms, contracts, reports, and files into structured data with review, approval, and export.

ocrreviewexport
UC-05

Dashboards & internal tools

Build lightweight portals, admin panels, reporting tools, queues, and team dashboards around your existing workflow.

portalqueuesreporting
UC-06

AI assistants & workflow copilots

Use AI to help staff summarize, classify, draft, search, route, and review work — without removing human approval.

summarizeroutereview
[004]Who it's for · operations-heavy

Built for businesses with manual, high-volume operations.

Agentia is a fit when your team has real business volume, but the workflow still depends on manual copying, checking, routing, and follow-up.

good-fit.registry· 7 records
operations-led · primary
  • FIT · 01

    Industrial distributors

    →rfq · quotes · order entry
  • FIT · 02

    B2B suppliers

    →pricing · quotes · fulfillment
  • FIT · 03

    Manufacturers & job shops

    →rfq · routing · scheduling
  • FIT · 04

    Freight brokers & 3PLs

    →carrier email · tracking · exceptions
  • FIT · 05

    Operations-heavy service businesses

    →intake · scheduling · follow-up
  • FIT · 06

    Teams on CRMs, ERPs, sheets & inboxes

    →integration · sync · dashboards
  • FIT · 07

    Workflows too custom for off-the-shelf SaaS

    →custom logic · approvals · reporting
· also: ops teams replacing manual steps
accepting projects
not-a-fit.filter· 5 records
usually not a fit
  • Brand-new startups without a clear workflow
  • Businesses looking for a $99/month generic tool
  • One-off websites with no operational workflow
  • Fully autonomous AI systems with no human review
  • Projects with no owner on the business side
[005]Why Agentia · the middle layer

Why businesses work with Agentia.

Most AI automation providers can build demos. Agentia is built for the harder middle layer: turning a messy workflow into a reliable system that connects with your real tools, handles edge cases, and is ready for your team to use.

  1. 01

    Custom code where templates stop

    No-code tools are useful until the workflow needs custom logic, APIs, auth, databases, permissions, edge cases, or a real dashboard.

  2. 02

    AI where it actually helps

    We use AI for extraction, classification, drafting, search, routing, and decision support — not as a gimmick.

  3. 03

    Built around your existing tools

    We don't force you to replace your CRM, ERP, inbox, calendar, or database. We build the missing layer around them.

  4. 04

    Human approval by default

    Most business workflows shouldn't be fully autonomous on day one. We design review queues, approval steps, logs, and handoff points.

  5. 05

    Fixed-scope pilots

    Start with one workflow, one team, one measurable problem. Ship a V1 before expanding.

  6. 06

    Handoff and ongoing support

    You get the working system, Loom walkthroughs, documentation, deployment notes, and optional ongoing improvements.

[006]Relevant work · example systems

Example systems we can build.

Examples of relevant systems and workflows. Not case studies — specific results depend on the workflow, data quality, and implementation scope.

EB-01example
emailpdfextractquote dash

RFQ intake and quote dashboard

Inbound RFQ emails and PDF attachments are parsed into structured quote records with line items, missing-field flags, rep assignment, and draft replies.

STACK· email· pdf extraction· dashboard· crm/erp export
EB-02example
emailparsedashboardalerts

Freight quote and tracking inbox

Customer quote requests, carrier responses, and tracking updates are extracted from email and organized into a dashboard with draft replies and exception alerts.

STACK· email parser· logistics workflow· dashboard· alerts
EB-03example
pdfocrllmreview

Document extraction and comparison system

Contracts, quotes, forms, and PDFs are converted into structured data with side-by-side review, comparison, and approval.

STACK· ocr· llm· database· review queue
EB-04example
queuesstatusreporting

Internal operations dashboard

A custom dashboard that centralizes work queues, team assignments, status tracking, reporting, and admin visibility.

STACK· next.js· supabase· auth· roles

These represent systems and workflows we can build. Specific results depend on your workflow, data quality, and implementation scope — they are not guaranteed outcomes.

[007]Engagement · start with one workflow

Start with one workflow.

Most projects begin with a small, fixed-scope workflow before expanding into a larger internal system.

TIER · mapships · ~3d

Workflow Map

$750–1,500

A focused review of one business process: current tools, manual steps, automation opportunities, risks, and a recommended V1 scope.

Best for

Teams that know a workflow is painful but need help scoping the right first build.

  • Workflow map
  • Tool & system review
  • Recommended build plan
  • Implementation estimate
  • Loom walkthrough
Most chosen
TIER · prototypeships · 1–2 wk

Prototype Sprint

$3,500–7,500

A working prototype built on sample, sanitized, or limited workflow data — enough to prove the workflow before production.

Best for

Teams that want to prove the workflow before committing to production integration.

  • Working V1 demo
  • Core workflow logic
  • AI extraction / classification (if needed)
  • Basic dashboard or review queue
  • Export or handoff workflow
  • Implementation plan for production
TIER · productionscoped

Production Build

$10k–30k+

A production-ready internal tool, workflow automation, dashboard, or integration layer your team can rely on.

Best for

Businesses ready to replace manual work with a reliable internal system.

  • Custom app or workflow
  • Authentication & permissions
  • Database & dashboard
  • API / CRM / ERP integrations
  • Testing & deployment
  • Documentation & handoff
TIER · retainermonthly · ongoing

Ongoing Improvement Retainer

from $2,000/ month

Ongoing support, improvements, monitoring, workflow changes, and new features after launch — so the system keeps getting better.

Best for

Teams that want a reliable partner to keep improving the system after launch.

· included monthly
  • Priority fixes01
  • Small improvements02
  • Monitoring & QA03
  • Workflow changes04
  • New-feature planning05
  • Monthly build capacity06

Scope rules of thumb: a Prototype Sprint proves one workflow on sample data; a Production Build is the live system with integrations, auth, and a database. Larger multi-system roadmaps continue under the retainer.

[008]Process · 5-step delivery

How a build works.

Five steps from a messy manual process to a working system — starting small, on sample data, before anything touches production.

  1. 01
    map

    Map the workflow

    We review the current process: inputs, tools, manual steps, exceptions, approvals, and the outcome you want.

    $ workflow.map · inputs · tools · exceptions
  2. 02
    scope

    Scope the first V1

    We define the smallest useful version: what it does, what it does not do, what data it needs, and how success is measured.

    $ scope.lock · v1 · success=measurable
  3. 03
    build

    Build with sample or limited data

    Where possible we start with sanitized samples, exports, or screenshots before touching any production systems.

    $ build.run · data=sanitized · prod=untouched
  4. 04
    review

    Test with your team

    Your team reviews the workflow, edge cases, outputs, dashboard, and approval steps before anything goes live.

    $ test.team · edge-cases · approvals
  5. 05
    deploy

    Deploy and improve

    We deploy the system, document it, walk your team through it, and optionally keep improving it over time.

    $ ship · deploy + docs + loom
[009]Trust · safe start

Built to start safely.

You do not need to hand over production access on day one.

access.policy· safe-start
human-in-the-loop
For early scoping & prototypes, we can work with
Sanitized examplesSample PDFs or emailsCSV exportsScreenshotsTest inboxesLimited-access accountsDemo databases

For production builds, we define access, deployment, data handling, permissions, and handoff clearly before implementation.

Human approval is built into sensitive workflows by default.

· no prod access on day one
→ scoped before implementation
[010]FAQ · objection handling

Common questions.

Short answers to the questions that come up most often when businesses first talk to us. If yours is missing, send it along with your workflow.

Still curious? Describe the workflow with whatever context you already have — we'll respond with the right next step.

→ ask anything
[011]Book a workflow call · scope a build

Have a workflow your team keeps doing manually?

Tell us about the process, the tools involved, and what your team is trying to improve. Pick a time below — a 30-minute call is usually enough to decide the right first build.

calendly.com / contact-agentia/30min
connecting…