AI Agents

Agents that do real work.

We do not use pre-configured or templated agents. Each build is designed around the specific inputs, outputs and processes of that client. The list below is not a product catalogue, it is a reflection of the work we have done to date. We expect it to keep growing, and we are confident in our ability to support almost any business need you put in front of us.

Agents

Autonomous agents that reason and adapt to complete complex tasks

AllPersonalDepartment

Last 30 days

Total Runs

Completed

99.6% success rate

Failed

In Progress

Debtors Follow-Up

Accounting·Scheduled

Active

Reviews outstanding invoices in the accounting system, groups overdue balances by contact, applies a staged accounts-receivable email sequence and records which debtor contacts were emailed in each run.

6 runs·100.0% success·2m 18s avg

27 May·18 contacts emailed · $184,920 overdue · 4 escalations

2m 21s

Procurement Assurance

Procurement·Manual

Active

Cross-checks supplier-reported market spend against published contract registers and flags variances that exceed the agreed threshold for owner review.

1 run·100.0% success·4m 53s avg

06 May·9 of 78 entities · 512 records · 0 errors

4m 53s

Safety Incident Triage

HSE - Construction·Scheduled

Active

Reads incident reports across active sites, clusters by root cause, prioritises lost-time injuries and drafts toolbox talks for site managers.

11 runs·100.0% success·3m 12s avg

28 May·12 incidents · 3 LTI · 9 actions drafted

3m 18s

Patient Recall

Clinical Operations·Scheduled

Active

Surfaces patients overdue on care plans and screening, groups recalls by clinician and runs a tiered outreach sequence with PHI redaction.

14 runs·99.6% success·2m 54s avg

29 May·84 patients · 19 high priority · 47 booked

2m 51s

WIP & Billing Review

Professional Services·Scheduled

Active

Reads time entries by matter and partner, surfaces unbilled work-in-progress and drafts invoice narratives ready for partner review.

5 runs·100.0% success·3m 41s avg

30 May·$1.42M WIP · 31 drafts · 5 on hold

3m 38s

Contract Obligations

Legal·Scheduled

Active

Extracts obligations and notice periods from executed contracts, then surfaces upcoming deadlines and non-standard clauses before they expire.

8 runs·100.0% success·1m 47s avg

29 May·14 obligations · 4 deadlines · 2 auto-renewals

1m 52s

Agents built by CLAID

Every agent is built from the ground up.

Financial & Management Reporting Agent

Ingests financial data from ERP exports, accounting systems or manual feeds, normalises it and produces board reports, management reports and ad hoc scenario outputs. Removes manual compilation entirely.

In practice

We built this for a services business receiving monthly finance exports from a parent entity with no direct system access. The agent processes the exports and delivers board and management reporting outputs without any manual intervention. The same logic applies to any business manually assembling reports from one or more systems.

Document Review & Compliance Agent

Processes high volumes of incoming documents - compliance certificates, insurance policies, supplier invoices, loan files. Extracts the key data, checks against defined criteria and flags exceptions for human review.

In practice

Deployed for a procurement organisation reviewing thousands of supplier compliance documents per month and for a financial services firm industrialising credit memo, document review and valuations work across its broker team.

Order & Data Intake Agent

Accepts incoming orders or operational data in varied formats - email, spreadsheet, form, phone note. Converts them into a clean structured schema and prepares them for entry into the system of record, with anomaly flagging before anything is committed.

In practice

Built for a business where seven staff were spending days each week manually re-keying orders into their ERP. The agent recovered 55 hours per month and reduced errors to near zero. The same pattern applies anywhere data arrives in unstructured formats and needs to be cleaned before it enters a system.

Outreach & Pipeline Agent

Uses historical transaction or CRM data to identify reorder signals, lapsed clients or pipeline gaps and drafts personalised follow-up communications for the sales or BD team to review and send.

In practice

Deployed for a retail business with no pipeline visibility and a CRM that had been abandoned due to double-entry burden. The agent surfaces likely reorders from order history and drafts the outreach. We have also applied the same concept in financial services, surfacing the best-fit lender from a historical deal corpus rather than rebuilding that knowledge from scratch on every deal.

Bid & Tender Agent

Drafts tender or RFP responses by drawing on a library of prior answers, company credentials and supporting evidence. Reduces time to submission and improves consistency across responses.

In practice

Built for a professional services organisation with a high volume of bids. The agent takes the tender document, pulls the most relevant prior content and produces a structured first draft for human review. A version of the same agent maintains the underlying evidence library as new work is completed.

Knowledge & SOP Agent

Centralises SOPs, pricing rules, supplier terms, account exceptions and institutional knowledge into a searchable internal knowledge base. Reduces key-person dependency and new starter ramp-up time.

In practice

Recommended for two separate clients where critical operational knowledge lived entirely in one person's head or in email and chat threads. The agent makes that knowledge able to be queried by anyone in the team.

Marketing Content Agent

Captures the outputs of meetings, deal reviews or completed work, identifies content opportunities and drafts social media posts, EDMs or campaign copy for review. Maintains a consistent publishing cadence without the manual overhead.

In practice

Built as a proof of concept for a financial services firm whose EDM channel had been dark for 12 months and whose weekly social cadence was routinely missed. The agent takes notes from the weekly deal review and produces ready to review content across channels.

AP / AR Automation Agent

On the AP side: monitors incoming supplier invoices, matches them against purchase orders and project records and queues them for payment. On the AR side: automatically generates draft customer invoices when a shipment or project milestone is confirmed.

In practice

Built for a procurement and manufacturing business where both AP matching and outbound invoicing were manual and error prone. The agent handles both ends, with humans reviewing before anything is sent or approved.

Web Monitoring & Market Intelligence Agent

Continuously monitors external sources - websites, public disclosures, competitor activity, market data - and cross-references against internal records to surface discrepancies, risks or commercial opportunities. Replaces manual periodic audits.

In practice

One of our more bespoke builds. Designed for a business needing to monitor 77 external websites to cross-reference supplier-reported data against publicly disclosed spend. That specificity will not translate directly, but the pattern will: any business that currently relies on periodic manual checks of external sources to verify, validate or identify opportunities is a candidate.