Custom Workflow Agent
Insurance quoting. Legal intake. Patient triage. One specific repetitive process, built around exactly how you run it.
What's actually happening behind the scenes.
Every business has one or two processes that eat hours a day and follow a predictable shape — insurance quoting, legal intake, patient triage, claim review, application screening. Computer Spy builds a single-purpose AI agent for that exact workflow, scoped to how YOU run it, with a human-in-the-loop checkpoint on anything high-stakes.
The agent reads the inbound (form submission, email, document, voicemail), follows your decision tree, takes the safe automated actions, and routes the rest to a human with the AI's analysis pre-attached. Every decision is logged. A monthly tuning pass adjusts the rules based on outcomes.
The discovery interview is a deep workflow walk-through. Computer Spy maps the as-is process, identifies the automatable branches, and ships back a working agent with the human-checkpoint policy you signed off on.
Tell us how YOU work today. Then we tailor it.
Before this automation goes live, we ask 3 questions about your current workflow. The setup that lands in your account reflects YOUR answers — not a generic default. Preview the questions below; you'll fill them in after starting setup.
- Q1.
What workflow should the agent handle?
requiredtext — e.g. e.g. 'New patient intake', 'insurance quote requests', 'contract redline' - Q2.
Walk through the steps as you do them today
requiredtextarea — e.g. 1. We get an email from X. - Q3.
Which steps must STAY human?
requiredAnything legally, ethically, or commercially too risky for full automation.
textarea — e.g. Final pricing approval, anything involving a minor, contract execution.
What we promise. And how we back it.
Live in 5 days or you don't pay
If we can't get your AI Secretary live and replying in your real account within 5 business days, we refund and walk.
Standard OAuth only
Every connection is revocable from your provider's settings. We never store passwords. Read-only where read-only is enough.
30-day money back
Refund within 30 days, no support-ticket gauntlet. Submit a one-page form and we process it within 2 business days.
Ready to install Custom Workflow Agent?
Available on Transformation ($1,499/mo). 5 days to live, or your money back.