Agents do the routine. Your people decide.
Your systems hold the data. The work happens between them. Here is how JotVision runs it, and where your team stays in control.
How information flows
Data from your systems feeds the agents. Agents do the work and hand exceptions to people. What people decide is fed back so the agents handle it next time.
Messy by default
ERP, portals, files, email, legacy, and SaaS. Nothing to replace.
Do the work
- Assemble the context each step needs
- Execute routine work end to end
- Flag what needs judgment
Measurable value
- Cycle time
- Accuracy
- Throughput
- Margin and risk
Measured against your baseline.
People own the outcome
- ReviewThe exception arrives with full context
- ResolveA person decides and closes the case
- TeachThe rule is added so agents handle it next time
One workflow, step by step.
A supplier pricing change, from the file arriving to the ERP being updated.
Supplier input
New pricing arrives as a file, email, portal download, or feed.
Context
The relevant supplier, customer, product, and agreement data is gathered.
Reconcile
Existing ERP and operational records are checked and reconciled with the file.
Your rules
Rules, thresholds, and history determine what can proceed automatically.
Human judgment
Only exceptions and approvals reach a person, with the context to decide.
Action
Approved changes are written to the right systems.
Verify
The outcome is checked, logged, and measured against the baseline.
How we work with you
A loop, not a hand-off. Each cycle makes the workflow faster, more accurate, and cheaper to run.
Map the workflow
We listen to your team and observe the workflow as it runs today: systems, rules, exceptions, and the baseline for time, accuracy, and margin. Then we propose improvements using capabilities you have not tapped yet.
Build and prove it
We build the workflow with AI agents around your existing systems and test it against your past data until results match your team's logic. Then we lock it for runtime, supervised by operators.
Run, supervise, adapt
Agents and our operators run the workflow. We handle exceptions and edge cases, measure against the baseline, and adapt as your team gives feedback. You get results, not a queue.
Operation feeds back into Discovery. Each cycle finds the next improvement, and what worked moves to the next workflow.
You decide where automation ends and people begin.
Decision rights are written into every workflow, so each action has a defined level of authority.
Known work proceeds
Policy-compliant, routine work runs automatically and is logged.
Exceptions arrive ready to decide
A person receives the case with the context required to decide quickly.
High-impact actions wait
Consequential changes need explicit authorization before anything is executed.
Who owns what
- The business outcome and the policies behind it.
- Consequential decisions, with context and a recommendation in hand.
- Your systems of record. We work through the access you approve.
- Execution of the agreed workflow, end to end.
- Monitoring, maintenance, and improvement of the agents.
- Defined exceptions, resolved within documented decision rights.
Built so you can trust it with real work
Nothing to rip out
Your systems of record stay. We work through the access you approve.
No clean-data project first
We work around imperfect data and report what we find.
Every action on the record
Logging, approvals, and changes stay reviewable and reversible.
No platform to administer
The deliverable is the outcome, not another application for your team.
Frequently asked questions
What is a system of action?
The layer that carries a workflow to completion across your existing systems. It gathers context, reconciles data, applies your rules, handles exceptions and approvals, updates the right systems, and verifies the result. Your ERP and CRM remain the systems of record.
Where do people stay involved?
Every workflow has written decision rights. Routine, policy-compliant work proceeds automatically. Exceptions reach a person with full context. High-impact actions wait for explicit approval.
Who runs it day to day?
JotVision does. We monitor the agents, resolve defined exceptions within the agreed decision rights, and bring your team only what needs their judgment.
How is this different from integration, RPA, or an AI assistant?
Integration moves data. Assistants give answers. RPA follows a fixed script. JotVision carries the whole workflow to an outcome, including the exceptions, and a team owns the result.
See it on your own data.
One export from you, a line-by-line comparison from us. Nothing changes in your ERP until you say so.
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