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MetaStrategy — Digital Transformation

AI agents & automation

AI agents that do real work inside your business.

Not a chatbot demo: agents connected to your CRM, ERP, email and documents, with rules you define and a human approving what matters. We audit, pilot on real data and deploy — in weeks.

What we build

Six ways to put AI to work — pick the one with the fastest payback.

AI Agent Development

Custom agents built on large language models that read, decide and act: qualify leads, answer customers, process requests — with guardrails and human validation.

  • Task-specific agents with tools & memory
  • Approval steps and audit trail
  • Evaluation on your real cases

Workflow Automation

Connect CRM, ERP, email, WhatsApp and spreadsheets into automated flows that run without copy-paste.

  • n8n / Make / custom pipelines
  • API integrations & webhooks
  • Monitoring and error handling

Knowledge Assistants (RAG)

Private assistants that answer from your procedures, contracts and catalogues — with cited sources and access control.

  • Retrieval over your documents
  • Role-based access
  • Web, Slack, Teams or WhatsApp

AI in Your Existing Software

Add summarisation, classification, extraction or semantic search to the applications you already run.

  • Claude, OpenAI or open-source models
  • Deployed in your cloud when required
  • Cost and latency under control

Document & Data Processing

Turn invoices, purchase orders, forms and emails into structured data pushed straight into your systems.

  • OCR + LLM extraction
  • Validation rules & exceptions queue
  • ERP / accounting integration

AI Strategy & Governance

Find the use cases worth doing, estimate the ROI and set the rules: data privacy, model choice, compliance.

  • Opportunity audit & roadmap
  • GDPR-aware data handling
  • Build vs buy recommendations

Use cases

Where agents pay off first.

The best first project is repetitive, high-volume and already documented. These are the ones we see most.

Customer support

Answer tickets and WhatsApp messages 24/7 from your knowledge base; escalate the rest to a human.

Sales & CRM

Qualify inbound leads, enrich contacts, draft follow-ups and keep the CRM up to date.

Back-office

Process invoices, purchase orders and forms straight into your ERP or accounting tool.

Documents & compliance

Extract, classify and check contracts, IDs and reports against your rules.

Reporting

Weekly summaries and alerts built from your data, delivered where the team already works.

Internal knowledge

A private assistant that answers from procedures, policies and past projects.

How we work

Audit, pilot, deploy — with numbers at every step.

Each step is fixed-price and ends with a decision point. You see measured accuracy, time saved and cost per task before committing further.

  1. 01

    Audit

    1 week

    We map the process, the data and the tools, then pick the use case with the best return.

  2. 02

    Pilot

    2–4 weeks

    We build the agent on your real data and measure accuracy, time saved and cost per task.

  3. 03

    Deploy

    2–6 weeks

    Integration with your systems, permissions, logging and human approval where needed.

  4. 04

    Run & improve

    ongoing

    Monitoring, evaluation and monthly improvements as your business changes.

Guardrails & security

Guardrails are part of the build, not an option.

Agents act on real systems, so we design the controls first: who approves what, what gets logged, where the data lives.

Human in the loop

Approval steps for anything sensitive — sending, paying, deleting. The agent proposes, your team decides.

Your data stays yours

Enterprise APIs or models deployed in your own cloud. No training on your data; EU data residency when required.

Every action logged

A full audit trail of what the agent read, decided and did — reviewable, exportable, reversible.

Least-privilege access

Agents get the permissions of the role they assist, nothing more. Secrets stay in your vault.

Technology we work with

  • Claude
  • OpenAI
  • Open-source LLMs
  • n8n
  • Python
  • TypeScript
  • PostgreSQL
  • Vector search
  • AWS · Azure · GCP
  • WhatsApp Business API
  • Microsoft 365
  • Google Workspace

FAQ

Questions we hear most.

What exactly is an AI agent?

Software that uses a large language model to read information, decide what to do and act through your tools — send an email, update a CRM record, create a ticket — following rules you define. Unlike a chatbot, it completes tasks.

Will our data be used to train models?

No. We use enterprise APIs (Claude, OpenAI) or open-source models deployed in your cloud. Your data is not used for training, and we can keep it in the EU or in your own region when required.

How long does a first project take?

A pilot on a real use case typically takes two to four weeks after a one-week audit. You see measured results before committing to a full deployment.

What does it cost?

Audits and pilots are fixed-price. Deployments are scoped after the pilot, so pricing is based on what we have actually measured — not on estimates.

Do we need our own AI team to run it?

No. We provide monitoring, evaluation and improvements as a monthly service, or we train your team to take over. Documentation and hand-over are part of every project.

Contact

Let's talk about your project.

Tell us what you're trying to achieve. We reply within one business day with clear next steps.

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