Process automation with AI agents.
Delegate complex or repetitive tasks and follow the work through chat. Agents use your company’s information and request approval when needed.
Example: reviewing and approving a quote
Delegate more than a single task.
Agents can cross-check information and execute several steps. For example, preparing a quote with the customer’s agreed terms.
Approve with context.
Define what agents can resolve and what needs your approval. Review the information before deciding.
Find out what is holding up work.
Ask the assistant for the process status and history to decide how to continue.
Frequently asked questions
More ways to use Patio
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Let’s look at the work you can delegate.
In 30 minutes, we’ll show you an example and talk about the process you want to automate.
The work you want to delegate.
The decisions that stay with your team.
