An example from our own work
Our own proposal and sales-document system.
What we did
Our internal system for proposals and sales documents. Shown as an example of how we work, not as a client project.
Wingman & AI agents
An AI agent connected to your work, not just the next question.
A general AI tool answers questions. An agent shaped for your business can work with authorised data, prepare deliverables and help move a defined process forward. We scope the role, connect the sources it needs and set the limits of what it may do.
Not another chat window. A work tool that knows the role.
Wingman connects AI capabilities to the information and processes your team already works with. It can help gather information, prepare documents, manage tasks, report and carry out defined actions — with permissions and approval points where they're needed.
You don't need to start with dozens of agents. Start with one task, one person or one shared team, and expand as the value shows up in real work.
Where to start
Management
A morning picture of the business, gathered data and what needs attention today.
Sales
Enquiry summaries, draft replies, logging and follow-up tasks.
Office & operations
Sorting information and documents, collecting requests and tracking them.
Service
Collecting details, classifying a request and passing it to the right person.
Specialist roles
Focused help in a document-heavy or domain-specific process.
How many agents do you need?
Not necessarily many. One agent can cover a broad area of work, or serve a shared team when user separation and permissions are designed and tested. Roles that need personal data or deep specialisation may justify a separate agent.
What stays in your control?
Sensitive decisions shouldn't disappear inside automation.
- Which data sources the agent can use
- What it is allowed to read
- Which actions it is allowed to take
- When a person has to approve before it acts
How do we know it works?
An answer that merely sounds convincing isn't enough.
Scenarios
We test the usual case and also missing data, the wrong permission and a failed connection.
Deliverables
We check the document, summary or action the agent prepared — not just its wording.
Freshness
We define which sources the system reads and how missing or stale information is spotted.
Exceptions
Anything unclear goes to a person, with the context needed to decide.
Use over time
We check the team actually works with it, and agree what was delivered and what keeps improving.
Privacy and business data
Data sources, permissions, storage and processing services are defined as part of the solution and explained in the proposal. Not every system or model works the same way.
Read the story
Common questions
Does the agent do everything on its own?
No. We define the limits of what it may do, its permissions and its approval points. Sensitive processes and professional requirements need the right controls.
What about privacy and our business data?
Data sources, permissions, storage and processing services are defined as part of the solution. Not every system or model works the same way.
Can we start with a small project?
Yes. We can define one focused process and test it before expanding. Scope, cost and success criteria are agreed up front.
Do we need to replace our systems?
Not necessarily. We first look at what already works and what can be connected. If a new component is needed, we define how it fits with the systems you already run.
Let's find a first task for your agent
Tell us which work keeps repeating. We'll check whether an AI agent is the right tool, or whether a simpler connection would do.