Agents
Routines run.
You decide on exceptions.
New drawings, invoices or emails start a defined workflow – Lokalaise works through it and brings the exceptions to you.
New drawing in the inbox
Event · project files
Check incoming drawings
Checks every new revision
3 calls · running · 4.2 s
Acts – asks first
Budget: 40 runs per day
Hafenkante drawing list
Selected sets · Reads only
Match drawing revisions
Number, revision, date
Starts on its own
A new file, a schedule or a message triggers the workflow.
Every step on record
You see what was read, checked and filed.
Approval stays with you
Write actions wait for your decision.
Three routines at work.
Every run shows what it read, checked and filed.
Invoices are reconciled against the stored documents; deviations go to the responsible person.
Incoming documents are read, assigned to the right project and filed with their key data.
Messages arriving in a shared mailbox are categorised and routed to the right team.
Agent Operations
Follow runs, review requests and resolve problems.
Pre-check incoming invoicesNeeds review
Arrival by email or in a folder · today 08:14
Activity · 5 steps
Result
- Purchase order B-1182
- €1,200.00
- Invoice
- €1,350.00
- Deviation
- +€150.00
Handed to Tim Albers · site management
The agent delivers the pre-check; technical and financial approvals stay with your staff.
Agent Operations
Follow runs, review requests and resolve problems.
Analyse and file new documentsCompleted
New file in a released repository · today 08:02
Activity · 4 steps
Result
- Document type
- Minutes
- Project
- Hafenkante
- Folder
- Meetings
The agent files new documents and proposes the assignment; existing documents stay unchanged.
Agent Operations
Follow runs, review requests and resolve problems.
Classify and route emailsCompleted
New message in the shared mailbox · today 07:48
Activity · 3 steps
Result
- Topic
- Invoice
- Project
- Hafenkante
- Routed to
- Accounting
The agent categorises and routes; replies on behalf of the company are set up as a separate, approved action.
You approve.
You define what an agent may read and do. Before it changes or sends anything, it asks.
Started by a new drawing in the inbox · 09:12
TW-204 has arrived as revision D. The drawing list still shows revision C1.
Update the drawing list
Allow this tool to run?
- File
- Hafenkante drawing list.xlsx
- Drawing
- TW-204 Slab above ground floor
- Index
- C → D
What runs automatically, and what doesn’t?
What offices ask before the first run.
Which routine should your team hand over?
We build the workflow with you: trigger, data sources and the points where a person decides.