Skip to content
Agentic Integrations

AI Experts · trained on your own work

AI Experts trained on your firm's past work, so they draft the way you write.

We train a private copy of an open model on your firm's past work, anonymised first, and index that work into a library every draft cites. Each AI Expert owns one stage of one process: it drafts in your structure and your terminology, shows the documents behind every claim, and hands the result to a person to approve. We connect it to your Officeware and run it for you.

Book a call How we train it

A thirty-minute call with the people who would build it. Bring one process that eats your week and a real example of it; we show you which AI Expert would own it, which Officeware it would work inside, and what a person would still approve. You leave with a written proposal, whether or not you go ahead.

Example set-up A specialty contractor

  • Bid Expert

    Preconstruction · Procore → Word

    Running

  • RFI Expert

    Project delivery · Outlook → Teams

    Awaiting approval

  • Submittals Expert

    Project delivery · SharePoint

    Running

  • Closeout Expert

    Closeout · Egnyte

    Idle

Every draft waits for a person to approve it.

Officeware /ˈɒf.ɪs.weə/ · noun
The everyday tools a firm runs on: email and calendars, documents and file stores, chat and meetings, CRM, accounts, e-signature, and the one industry system nobody can work without. If your team opens it every day, it is Officeware, and it is where your AI Experts work.

Trained on your work

A model that writes the way your firm writes.

We take an open model, one its publisher has released for anyone to run and adapt, and train a private copy of it on your firm's past work. Your AI Experts draft with your structure, your terminology and your tone.

  1. 01

    Choose the open model

    We pick one that suits the work and whose licence allows commercial use, and name both in your proposal.

  2. 02

    Anonymise your work

    Names, contact details and anything else that identifies a person, such as your clients and their contacts, are removed or replaced first. The model learns how you write, not who you write about.

  3. 03

    Train and test

    We train your copy on GPUs rented for your firm alone, then test it on examples from your own work and show you the results before any AI Expert uses it.

  4. 04

    Retrain as you grow

    When your firm has more work to learn from, we train it again, whenever you ask or on the schedule in your proposal.

What stays true

  • Your model is used only for your firm, never for another client.
  • Your work never trains a model for anyone else and is never sent back to the model's publisher.
  • You decide what goes into training, knowing anyone who uses your AI Experts may see wording drawn from it.
  • Every GPU hour your model uses is listed on your monthly invoice.

Your library

Your past work, indexed so every draft can cite it.

We gather the past work your firm chooses from the Officeware where it already lives and index it into a searchable library. When an AI Expert picks up a piece of work, it finds the passages that matter and cites the document each one came from.

  1. 01

    Collect

    From the file stores, email, CRM and other systems you connect, or from files you send us. You choose what goes in.

  2. 02

    Read

    The text is read out of every document, including PDFs and scanned pages.

  3. 03

    Tag

    Each document is tagged with what it is, who it was for and when it was written, then split into passages.

  4. 04

    Index

    Every passage is indexed for search, so the right ones reach the AI Expert and every draft shows its sources.

What stays true

  • New documents in the connected folders are indexed as they land. Nobody uploads anything.
  • Every claim in a draft cites the document it came from, so a person can check it.
  • Your library is kept separate from every other firm's and is never searched for anyone else.
  • It stays yours, with a full export whenever you want it.

Expert Factory

Build your next AI Expert yourself.

The Expert Factory comes with the service. When another stage of work needs an AI Expert, your own people build it: they set its job and give it the tools and the folders that job needs. It drafts from your library with your trained model, like the AI Experts we set up with you.

  1. 01

    Set its job

    Say which stage of which process the new AI Expert owns, and what it hands back when it is done.

  2. 02

    Give it its tools

    Choose what it can do in your Officeware: read a file store, draft a document, post in a channel. It gets the tools its job needs.

  3. 03

    Give it its folders

    Point it at the folders it works from and the folder its drafts go into.

  4. 04

    Name who approves

    Every AI Expert hands its work to a named person. Nothing is sent, signed or filed without that approval unless you decide the stage is safe to automate.

AI Experts, by sector

Examples of the AI Experts we set up with a firm and the kind its team can build in the Expert Factory. Yours work on your own process, your past work and your Officeware.

Showing 25 example AI Experts.

  • Construction · Preconstruction

    Example

    Bid Expert

    Reads an invitation to bid and drafts every answer from your past winning proposals, with citations.

    Works in Procore · BuildingConnected · Word · SharePoint

  • Construction · Project delivery

    Example

    Submittals Expert

    Assembles submittal packages from the spec section, product data and your approved-equals library.

    Works in Procore · SharePoint · Adobe Acrobat Sign

  • Construction · Project delivery

    Example

    RFI Expert

    Drafts RFIs and responses against the drawings and spec, and tracks what is still open.

    Works in Procore · Outlook · Teams

  • Construction · Closeout

    Example

    Closeout Expert

    Collects warranties, O&M manuals and as-builts into the closeout pack the owner asked for.

    Works in Procore · Egnyte · Word

  • Financial advice · Onboarding · KYC

    Example

    Client Onboarding Expert

    Gathers KYC documents, checks them against your checklist and chases what is missing.

    Works in Redtail · Wealthbox · Outlook · DocuSign

  • Financial advice · Ongoing advice

    Example

    Annual Review Expert

    Pulls holdings, notes and last year's plan into a review pack before the client meeting.

    Works in intelliflo office · Excel · Word

  • Financial advice · Advice

    Example

    Suitability Report Expert

    Drafts the suitability report from the fact-find and the recommendation, in your house template.

    Works in intelliflo office · Word · SharePoint

  • Legal · Matter intake

    Example

    Intake Expert

    Turns an enquiry into a new matter: conflict-check prompts, engagement letter and file set-up.

    Works in Clio · Outlook · DocuSign

  • Legal · Transactional

    Example

    Contract Review Expert

    Marks up a counterparty's draft against your playbook and explains every deviation.

    Works in Word · Clio · SharePoint

  • Legal · Litigation

    Example

    Discovery Expert

    Sorts a document production by issue and privilege, with a log you can check line by line.

    Works in Box · Excel · Clio

  • Accounting · Close

    Example

    Month-end Close Expert

    Runs the close checklist: reconciliations, accrual drafts and the variance commentary.

    Works in Xero · QuickBooks · Excel

  • Accounting · Payables

    Example

    Accounts Payable Expert

    Reads incoming invoices, matches them to POs and queues them for approval.

    Works in Gmail · NetSuite · Sage

  • Accounting · Audit

    Example

    Audit Prep Expert

    Builds the PBC list and assembles the support for each request from your records.

    Works in QuickBooks · Google Drive · Google Sheets

  • Property management · Leasing

    Example

    Tenant Onboarding Expert

    Takes an approved application to a signed lease, a move-in pack and a set-up tenant record.

    Works in DocuSign · Gmail · Google Drive

  • Property management · Operations

    Example

    Maintenance Triage Expert

    Reads maintenance requests, sorts them by urgency and drafts the work order for the right contractor.

    Works in Outlook · monday.com · Teams

  • Property management · Renewals

    Example

    Lease Renewal Expert

    Flags leases coming up for renewal and drafts the offer letter from the rent review.

    Works in Excel · Word · Outlook

  • Recruiting and HR · Screening

    Example

    Candidate Screening Expert

    Scores applications against the role's criteria and writes a short note on each one.

    Works in Gmail · Google Sheets · Slack

  • Recruiting and HR · Onboarding

    Example

    Onboarding Expert

    Prepares the offer, the contract and the first-week plan, and tracks the paperwork back.

    Works in DocuSign · Notion · Slack

  • Recruiting and HR · HR operations

    Example

    Policy Expert

    Answers staff questions from your handbook and policies, with the paragraph it came from.

    Works in Teams · SharePoint · Confluence

  • Insurance brokerage · Placement

    Example

    Submission Expert

    Builds the market submission from the client's schedules, loss runs and last year's placement.

    Works in Outlook · Excel · Salesforce

  • Insurance brokerage · Renewal

    Example

    Renewal Expert

    Starts renewals on time: pulls the file, lists what changed and drafts the client letter.

    Works in Salesforce · Word · Outlook

  • Insurance brokerage · Servicing

    Example

    Certificate Expert

    Drafts certificates of insurance from the policy on file and checks each request against the cover.

    Works in Outlook · Adobe Acrobat Sign · SharePoint

  • Logistics and freight · Quoting

    Example

    Freight Quote Expert

    Reads a quote request, prices it from your rate sheets and drafts the reply.

    Works in Outlook · Excel · HubSpot

  • Logistics and freight · Compliance

    Example

    Customs Documents Expert

    Prepares commercial invoices and packing lists and checks them against the shipment.

    Works in Excel · Dropbox · Word

  • Logistics and freight · Billing

    Example

    Proof of Delivery Expert

    Matches PODs to shipments and releases them for invoicing, flagging exceptions.

    Works in Gmail · QuickBooks · Google Sheets

Officeware

Works with the Officeware you already run on.

AI Experts connect to the tools below with your own sign-ins and permissions, so they read what your team can read and put drafts where your team already looks. Most other tools with an API can be connected too; ask on the call.

Microsoft 365

  • Outlook
  • Teams
  • SharePoint
  • OneDrive
  • Word
  • Excel
  • Dynamics 365

Google Workspace

  • Gmail
  • Drive
  • Docs
  • Sheets
  • Calendar
  • Meet

Chat and meetings

  • Slack
  • Zoom
  • Webex

Files

  • Dropbox
  • Box
  • Egnyte

Work management

  • Notion
  • Confluence
  • Jira
  • Asana
  • monday.com
  • ClickUp

CRM

  • Salesforce
  • HubSpot
  • Pipedrive

Finance

  • QuickBooks
  • Xero
  • Sage
  • NetSuite

Signatures

  • DocuSign
  • Adobe Acrobat Sign

Industry

  • Procore
  • Autodesk BuildingConnected
  • Clio
  • intelliflo office
  • Redtail
  • Wealthbox

Product names and logos are trademarks of their owners. We list them to show what AI Experts work with and connect to; it does not mean the vendor partners with, certifies or endorses Agentic Integrations.

How it works

From one call to AI Experts at work.

You know which AI Experts you are getting, which Officeware they connect to, what a person still approves and what it costs before you commit to anything.

  1. Start

    A thirty-minute call

    Bring one process that eats your week and a real example of it. We walk through it stage by stage and say honestly whether an AI Expert should own any of it.

  2. After the call

    A written proposal

    Which AI Experts, which Officeware they connect to, what a person still approves, and the price: a one-time fee for training and indexing, then GPU time billed monthly. You pay nothing until you have read and agreed it.

  3. Set-up

    Your Officeware connected

    We connect the tools the process already runs through, with your own sign-ins and permissions, and load the past work your AI Experts learn from.

  4. Go-live

    AI Experts switched on

    Each AI Expert starts on its stage inside your Officeware. It drafts, a person reviews and approves, and nothing leaves your firm without that approval.

  5. Ongoing

    More stages, when you want them

    We run and monitor it for you. Add the next stage or the next process whenever you are ready; it is switched on for your firm, not rebuilt.

Questions

The things people ask before they book a call.

Bring one process to the call.

A thirty-minute call with the people who would build it. Bring one process that eats your week and a real example of it; we show you which AI Expert would own it, which Officeware it would work inside, and what a person would still approve. You leave with a written proposal, whether or not you go ahead.

AI

You will talk to our integration team, not a call centre

Book a call or email hello@agenticintegrations.app