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An AI agent is software that understands requests, makes decisions within rules you set and completes tasks in your systems: answering customers, booking appointments, reading documents and updating records. Notion Tech builds agents connected to your tools, with people checking where it matters.
Can you reschedule my Friday visit?
Done. Moved to Monday 10am and the worker has been told ✓
Each agent has a clear job, the right tools and limits you control.
Answer questions on chat, email and WhatsApp from your own policies and data, day and night.
Check availability, book, reschedule and send confirmations straight into your system.
Read invoices, forms, prescriptions and PDFs and turn them into clean, checked data.
Qualify enquiries, follow up and hand hot leads to your team with a summary.
Reconcile, file, remind and report, with every step logged for review.
Let staff ask questions of your procedures, contracts and knowledge base.
A useful agent has three parts: a model that understands language, tools it is allowed to use (your calendar, CRM, inbox or database), and rules about what it may do on its own and what needs a person. We design all three, so the agent is helpful without guessing.
Every action is logged. Anything risky, such as refunds, cancellations or sending documents, can wait for approval in a simple review screen. Over time you widen what the agent can do as trust grows.
Our own products use AI every day. Rostery reads invoices and CVs, writes operational insights and answers calls with an AI receptionist. AuditCore checks compliance evidence and prepares mock audits against the NDIS Practice Standards. Client agents are built with the same safeguards.
Answers grounded in your own data
Human approval for risky actions
Full logs of every conversation and action
Australian privacy in mind
AuditCore’s AI reviews compliance evidence and drafts audit packs. Rostery uses AI to read documents, flag problems on the dashboard and answer phone calls.
The same patterns power the agents we build for clients.
Fixed scope, fortnightly demos, no surprises on price.
01
Pick one costly, repeatable task and define success.
02
Map the conversation, tools, rules and approvals.
03
Build, connect to your systems and test on real cases.
04
Go live with a person reviewing, then hand over more.
05
Measure results and add the next task.
Large language models
Function calling
Vector search
Python
Node.js
PostgreSQL
WhatsApp API
Twilio voice
Zapier & Make
Webhooks
Still have a question? Talk to us.
Common first agents answer customer questions, book appointments, chase unpaid invoices, read documents into your system and follow up leads. Start with one task that eats hours every week.
We ground answers in your own documents and data, limit what the agent may do, and send risky actions to a person for approval. Every conversation is logged so you can check it.
Your data stays in your systems and is sent to AI models only through secure server-side calls under business terms. We design with the Australian Privacy Principles in mind.
A focused agent for one task is a small project; agents that connect to many systems take longer. Running costs are usually a monthly usage fee. We quote both up front.
Usually not. Agents work with the tools you already have, such as your website, inbox, calendar, CRM and accounting software.
Tell us what you need. You will get honest advice and a clear next step.
Free first call. No obligation.
