Automation and Operations
Which processes to automate first: a simple scoring method
Score each process on hours, clarity, data readiness and risk, check payback, then automate the top one or two. Worked example and pass/fail test.
Process
AI SOP Execution Agent
A documented procedure that actually runs itself, step by step, inside your systems, with a record of every completion.
A written procedure only helps if someone follows it every time. AI SOP Execution Agent takes a procedure you have already documented and runs it as a live workflow in your connected systems. It works through each step, applies your approval rules, pauses for a person when a decision is reserved for them and records every run. Your team stops doing the repetitive steps by hand.
- Documented procedures carried out step by step in your systems
- Decisions outside your rules routed to the approver
- A completion log recorded for every run
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI SOP Execution Agent takes a procedure you have already documented and runs it as a live workflow, working through each step in your connected systems, applying your approval rules, and logging what happened. It is not a document generator, it carries the work out.
Why businesses buy it
Repetitive procedures are where skipped steps and slow handoffs hide. People do them differently, forget a check when busy and leave no record of what happened. This build turns a documented SOP into a workflow that runs the same way every time, built and tested on sandbox or test records before it touches anything live. The Scope Card fixes the systems, workflows, approval rules and test scenarios before you order, so you know exactly which steps it carries out and which always wait for a person.
Problems this solves
Documented procedures are skipped when the team is busy
The agent runs a procedure you have already documented as a live workflow. It works through each step in your connected systems, so steps are not skipped under pressure.
Approvals in a process are bypassed to save time
Your approval rules are built into each of up to six workflows. Steps that need sign-off wait for it, and the agent does not carry on without approval.
No one can prove what was done, or when
The agent logs what happened at each step of every run. You keep a record of who approved what and when, which helps with audits and staff handovers.
A good fit if
You already have a documented procedure, and the bottleneck is someone having to manually work through it every time it needs to run.
The procedure touches systems you can grant read and write access to, such as your CRM, helpdesk or project tool, up to two systems.
Some steps need a person to approve before they continue, such as a refund limit or an exception case, and you want those rules respected automatically.
You want a record of every run, so you can see which steps completed, which were escalated, and when, without asking someone to log it manually.
Not the right fit if
You do not have a documented procedure yet. See AI SOP Generator, which turns recordings and notes into a structured SOP first.
You need broader day-to-day operational help rather than one defined procedure running on rules. See AI Operations Assistant.
You want several procedures, reporting and decisions connected as one system rather than a single execution agent. See AI Business Operations OS.
Your procedure needs more than two connected systems with write access. Add a note at checkout for a written Change Quote, or use our Custom AI enquiry form.
How it works
- You provide the documented procedure. The steps, the systems each step touches, and the rules for when a step needs a person, such as an approval limit or an exception case.
- The workflow is built against your systems. Up to two connected systems with read and write access, using sandbox or test records where you have them, so nothing runs against live data untested.
- Your approval rules are encoded. Wherever a step needs a decision only a person should make, the agent pauses and routes it to the approver you named, rather than guessing.
- It is tested against real scenarios. 50 documented test scenarios drawn from how the procedure actually gets used, not generic examples, before anything runs live.
- It runs the procedure end to end. Each time it is triggered, it works through the steps in order, in the systems where the work actually happens.
- Every run is recorded. Completed steps, escalations and outcomes are logged, so you can see exactly what happened without reconstructing it from memory.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to the systems the procedure touches, ideally sandbox or test records to start with.
- Your rules and playbook, such as approval limits, exception cases and who signs off on what.
- 10 real examples of the procedure in action, whether that is conversations, emails or completed runs.
- The name of the approver for any step that needs a person's judgment.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can sign off on the finished setup.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, the procedure and its approval rules confirmed.
Weeks 1–2
The workflow is built against your connected systems and rules.
Week 3
Read and write access is connected across up to two systems.
Weeks 3–4
50 documented test scenarios are run and results sent to you.
Week 4
Your review and two rounds of changes to the workflow.
Go-live
Live, handover report sent, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $8,100 |
| Rush | 10–20 working days | $9,300 |
What you receive at handover
- AI SOP Execution Agent configured in your environment on one channel
- Up to six documented procedures running as live workflows with your approval rules
- Read and write connection to up to two agreed systems
- A step-by-step activity log for each run
- Test report covering 50 documented test scenarios
- Admin guide, written handover report and 30 days of post-launch support
Expected benefits and how to measure them
- Can make procedures run the same way every time
- Helps keep approvals in place even on busy days
- Makes it easier to show what happened during an audit
- Procedure runs completed without a skipped step
- Review the activity log monthly and compare with a manual check of runs before launch.
- Staff time per procedure run
- Time a few manual runs before launch and compare with staff time spent on agent runs after.
- Audit findings on process
- Compare process-related audit or quality findings for the period before launch and after.
Before you start: Pick the procedures to automate and time a few manual runs. Note recent errors or skipped steps.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $50 to $250 a month in AI model usage and hosting, plus whatever plan you already pay for the connected systems, such as your CRM or helpdesk.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For this build, monthly maintenance includes change hours for work such as an adjusted approval rule or a new exception case. It starts after the 30 days of support that come with the build, bills monthly, and can be cancelled any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A workflow automation tool charges monthly per active workflow | An automation agency quotes after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A workflow tool is a blank canvas you configure yourself | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A workflow tool is live once someone builds the logic | An agency build usually takes several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
| Approvals | A workflow tool needs you to script every exception yourself | An agency build depends on what was agreed | Ours pauses for the approver on rules you set at intake |
| Run records | A workflow tool logs raw events, not plain outcomes | An agency build depends on what was agreed | Ours logs each run's steps, escalations and outcome |
Questions about this product
How much does AI SOP Execution Agent cost?
The price for each delivery speed is shown in the panel on this page. It covers the workflow build across up to two connected systems, your approval rules written into the run logic, 50 documented test scenarios and two rounds of changes. Running costs for AI usage and hosting, roughly $50 to $250 a month, are paid directly in your own accounts.
How is this different from a document that describes the procedure?
AI SOP Generator writes the document describing the steps. This agent takes that documented procedure and actually runs it inside your connected systems, working through each step and pausing for approval where your rules require it. If you do not yet have a documented procedure, start with AI SOP Generator first.
How long does AI SOP Execution Agent take to go live?
The go-live date for each speed is in the delivery panel on this page, counted from the day your intake is complete and system access is verified. Sending your playbook, approval rules and sandbox access early keeps the earliest date. Before launch, the agent runs through 50 documented test scenarios on test records, so you see how each step behaves first.
What access do the connected systems need?
Admin or API access, ideally with sandbox or test records so the workflow can be built and tested before it touches anything live. Up to two systems get read and write access, shared by adding our team as a user or creating a key you control, never by email, so the agent can complete steps rather than just report on them.
What happens when a step needs a human decision?
The agent pauses and routes it to the approver you named during intake, based on the rules in your playbook, such as an approval limit or an exception case. It never guesses on a decision reserved for a person. Every escalation is logged alongside the outcome once the approver responds.
Can the SOP Execution Agent take on more procedures later?
Small adjustments to an existing workflow, such as a changed approval limit, fit inside the monthly change hours that come with maintenance. A genuinely new workflow beyond the six included, or a third connected system, is scoped and quoted separately through the Additional Workflow add-on.
What does running the agent cost each month?
Roughly $50 to $250 a month in AI model usage and hosting, paid directly in your own accounts, plus whatever you already pay for the connected systems such as your CRM or helpdesk plan. We do not add a markup on top, so the running cost scales with how often the procedure actually runs.
Do I own the workflow once it is built?
Yes. The workflow runs inside your own connected systems and accounts, not ours, so there is nothing proprietary locking you in. The 30 days of post-launch support cover fixing anything that does not match the Scope Card, and after that monthly maintenance is optional, not required.
Guides on this topic
All guides Stop running the same procedure by hand every time.
Order AI SOP Execution Agent and it runs your documented procedure on a fixed delivery date. The scope above is what you get, in writing, before you pay.
Works well with
Process
AI Business Operations OS
Connects daily ops, reporting, SOPs and decisions into one operating system.