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The same Excel work, every single week?

Sound familiar? Typing up data from emails, matching lists, copying exports together. Spread across spreadsheets, inboxes and PDFs.

From now on, an agent handles it.

We build AI agents that take over your Excel processes. Traceable, secured and integrated into the systems you already have.

Tell us about your process

Rather talk it through? Give us a call: +49 40 80812245

Companies we work with include

Why

This is not about replacing people. It is about less typing and more creating.

The agents take on the tedious, repetitive work, so your team has time for what only people can do: advising customers, solving problems, creating something new.

Watch an agent at work.

Five everyday processes, step by step: which systems are involved, which data flows, and where your team decides.

Input

Email

from Hanse Textil

  • We need 240 pieces of item no. 4471,
  • delivered to Leipzig by week 49.
  • Could you send us a quote?

Your system

CRM

Customer data

Your system

price_list_2026.xlsx

Prices and tiers

External service

Carrier API

Freight rates

Your system

ERP

Stock

Result

Quote Q-2026-118

Draft

  • Customer: Hanse Textil
  • 240 × item no. 4471
  • Payment terms 30 days
  • €12.40 each, −8 %
  • Freight €86.00
  • Delivery week 48
  • Total net €2,823.92

Human

Your sales team

approves

Tell us about your quotes

Rather talk it through? Give us a call: +49 40 80812245

Sample data. The agent works in your spreadsheets and systems, and queries outside services wherever your process does today.

One week

What an agent changes in a week.

A weekly invoice reconciliation, as an example calculation. The manual work disappears; what remains is reviewing the cases the agent hands to your team.

Typing, copying, matchingReviewing and approvingTime your team gets back

Illustrative values. We estimate your own numbers in the first conversation.

Guardrails

An agent that acts needs guardrails.

We have spent two decades building high-load distributed systems. That is why we treat agents like any other critical software: security and control are part of the work, not an add-on at the end.

InputsYour systemsGuardrailsThe agent only works inside this frameEmailPDF attachmentSpreadsheetSystem exportSpreadsheetERPCRMReportsread-only accesstested on your real casesAgentreads, checks, preparesAudit logApprovalby your teamInputsEmailPDF attachmentSpreadsheetSystem exportread-onlyGuardrailsThe agent only works heretested on your real casesAgentreads, checks, preparesAudit logApprovalby your teamSpreadsheetERPCRMReportsYour systems

  • Humans stay in the lead

    Wherever it matters, your team decides. The agent prepares, you approve.

  • Least privilege

    An agent may only read and write what its process needs. Nothing more.

  • Complete audit log

    Every action is traceable: what the agent saw, decided and did.

  • Tested before launch

    We test the agent on your real cases before it goes live, and keep measuring.

Process

From the first conversation to a running agent.

  1. Understand the process

    A no-obligation conversation about your process: who works on it, which spreadsheets and systems are involved, where it gets stuck.

  2. First agent

    We build an agent for exactly this process and test it on your real data, alongside the current workflow.

  3. Launch and handover

    The agent goes live, integrated into your systems. Your team can run and adapt it, even without us.

Questions

What is an AI agent, anyway?

Software that carries a task through from start to finish, rather than just answering questions. An agent reads what comes in, fetches data from your systems and outside services, decides on the next step, and hands anything it cannot decide with confidence to your team.

How is an agent different from a macro?

A macro follows fixed rules and stops as soon as something looks different. An agent also understands unstructured input like emails or PDFs and recognises exceptions, which it then hands to your team.

Does the agent replace people?

No. It takes on the routine: typing up, looking up, matching. Decisions, customer contact and everything that needs experience stay with your team, which then has more time for them.

Which systems does it work with?

With almost everything you use today: ERP, CRM, accounting, shop, inbox, spreadsheets and file storage, plus outside services such as carriers or company registers. Where a system has no interface, we find a way through exports, files or email.

What happens if the agent makes a mistake?

That is what the guardrails are for. Wherever it matters, your team approves before anything happens. The agent may only do what its process needs, and every action is in the audit log, so it can be traced and corrected. Before launch we test it on your real cases.

Where is our data processed?

Wherever suits your requirements: with providers in the EU or in your own infrastructure. The agent only sees the data its process needs, and we decide together which that is.

Do we have to get rid of Excel?

No. To the agent, your Excel spreadsheet is a data source like any other, alongside your ERP, CRM or inbox: it reads from it, matches against it and writes back to it. You keep working the way you are used to.

Which companies is this for?

For any company where recurring work eats up time: the trades business typing up measurements, quotes and invoices, the retailer copying orders out of the inbox, or the group running dozens of systems. What matters is not size but a process that repeats every week.

How do we start, and what does it cost?

With one process, not a big project. In a first conversation we look at where most of your time goes and estimate effort and benefit, with no obligation. The first agent then runs alongside your current workflow until you trust it.

Contact

Which process takes up most of your time?

Describe it in a few sentences. We will come back with a first assessment and a suggested time to talk. Or call us directly: +49 40 80812245.

hello@openformation.io