01
Works across systems
Reads documents, consults websites and APIs, prepares reports and updates records within the permissions granted.
DIGITAL WORKERS FOR BUSINESS
Digital workers that carry out complex work from start to finish.
Agents specialized by industry and department that research, analyze, use your tools and complete long-running processes with oversight and traceability.
Private AI Your model Human oversight
SumoAgents / Mission execution
ILLUSTRATIVE EXAMPLEONE MISSION · MULTIPLE TOOLS
From the objective to completed work.
THE OBJECTIVE
Research, resolve pending tasks and deliver a validated result.
- 01 / RESEARCH
Gather the context
Consult sources, documents and systems.
WebDocuments - 02 / ANALYZE
Connect data and decide the steps
Check rules, identify gaps and plan.
SpreadsheetsInternal data - 03 / EXECUTE
Work in your tools
Update, coordinate and track every pending task.
ERP / CRMAPIsEmail - 04 / VERIFY AND DELIVER
Complete the work with evidence
Check the result and leave a complete record.
Continuity across sessions Approval when required
Your permissions, at every step Traceability from start to finish
REAL WORK. INDUSTRY CONTEXT.
FROM OBJECTIVE TO OUTCOMEWork moves forward.
Work moves forward.
Your team decides.
A SumoAgent receives a mission, uses authorized tools and checks the result. You define the scope, the rules and when it must stop to ask for approval.
02
Verifies its deliverables
Checks requirements, identifies missing information and provides sources and evidence you can review.
03
Brings exceptions to you
Sensitive actions, missing data and reserved decisions reach the responsible person with context.
SPECIALIZATION YOU CAN SEE IN THE WORKYour industry has rules.
01 02 03
Your industry has rules.
So does your agent.
We start with a specific process: its documentation, validation criteria and owners. These are some of the use cases we can work on with you.
BANKING OPERATIONS
From scattered documents to a prepared case file.
Onboarding, KYC and financing require gathering information, checking it and justifying every step. A SumoAgent prepares the work so the analyst can decide.
Explore this case togetherHow the work progressesExample
INPUT
Application + documents + internal policy
- 1Classify and extract fields
- 2Check requirements and identify gaps
- 3Prepare a checklist with evidence
OUTCOMECase file ready for review
The analyst validates KYC, risk and credit decisions.
Case files and KYC
Reads forms and documents, checks identity and fields, identifies gaps and prepares a review checklist.
Financing pre-assessment
Gathers internal and public context, checks requirements and prepares a report with inconsistencies and sources.
Compliance alerts
Groups evidence, adds customer context and suggests a priority for the analyst's review.
WHAT WE MEASURE
Preparation time · completeness · exceptions
CUSTOMIZATION BY DEPARTMENTYour industry's context.
Your industry's context.
Your department's work.
Every department has its own goals, tools and decisions. We configure the mission, access and quality criteria so the agent works the way your team needs.
Sales
From account research to sales follow-up.
- Researches companies, signals and relevant contacts.
- Prepares proposals using sales context and rules.
- Updates the CRM and tracks opportunities and next steps.
DEPARTMENT TOOLS
CRM · web · email · proposals
Your team approves prices and commercial commitments.
Accounting
From incoming documents to a prepared close.
- Extracts invoice data and checks purchase orders and delivery notes.
- Identifies discrepancies and suggests reconciliations.
- Organizes supporting documents and prepares closing reports.
DEPARTMENT TOOLS
ERP · invoices · spreadsheets · statements
Accounting validates entries, reconciliations and payments.
Marketing
From market research to a coordinated campaign.
- Researches audiences, competitors and trends with sources.
- Prepares content and coordinates the campaign calendar.
- Consolidates results and suggests adjustments for the next action.
DEPARTMENT TOOLS
Analytics · CMS · email · social media
Marketing validates brand, publications and budget.
Administration
From incoming request to completed procedure.
- Classifies emails, requests and documents by owner.
- Checks requirements, prepares files and tracks pending tasks.
- Updates records and generates confirmations after approval.
DEPARTMENT TOOLS
Email · documents · ERP · forms
Your team authorizes signatures, sensitive communications and commitments.
Human resources
From a new hire to coordinated onboarding.
- Reviews the documentation needed for onboarding.
- Coordinates tasks, access and training with each owner.
- Answers internal questions using approved policies.
DEPARTMENT TOOLS
HRIS · policies · email · training
HR retains decisions about people and access.
PMO
From scattered updates to an up-to-date project portfolio.
- Consolidates portfolio status, effort, costs and milestones.
- Detects deviations, dependencies and pending actions.
- Prepares steering meetings, updates reports and tracks decisions.
DEPARTMENT TOOLS
Project management tool · spreadsheets · minutes · ERP
The PMO decides priorities, resources and scope changes.
One industry, different digital workers.
Specialization reaches each team's process.
AUTONOMY WITH GOVERNANCEDelegate execution.
Delegate execution.
Keep control.
Start with a bounded mission. Expand autonomy when results show that the agent works well and stays within your limits.
Define the mission
Objective, data, tools, rules and acceptance criteria.
Connect your environment
Access to the systems needed, with permissions limited to the process.
Execute and verify
The agent works, records evidence and checks every result.
Validate and expand
Review exceptions and measure quality, time and cost before scaling.
An execution layer, connected to your business.
The model provides intelligence. SumoAgents coordinates the work and its controls.
Your data and tools
Documents · spreadsheets · ERP · CRM · APIs · web apps
SumoAgents
Mission · permissions · execution · verification · evidence
Your model. Your limits.
Private models or your own endpoints. Defined approvals and budget.
Integrations and capabilities are agreed for each process and environment.
PRIVACY BY DESIGNYour AI.
Your AI.
Your data. Your rules.
Autonomy needs clear limits. We design deployment around your data, permissions and organizational requirements.
Private AI and model choice
Connect your model or endpoint. Define where information is processed and the conditions for processing and using data before activating the process.
Access by role and mission
The design limits which data each agent can access and which actions it can perform. Permissions are validated outside the model.
Isolation and protection
The architecture supports isolated environments, separate secret management and minimal context sent to the model.
Traceability and oversight
Record actions and evidence. Define approvals for sensitive writes, usage limits and stop conditions.
ALIGNMENT FRAMEWORK
Security you can review.
We work on scope and evidence with your security, privacy and compliance teams.
GDPR
Data minimization, purpose, access and processing conditions defined for each deployment.
ISO/IEC 27001
A framework for assessing security management and controls.
SOC 2
A reference for reviewing security and confidentiality controls and evidence.
Alignment is assessed for each deployment. These references do not constitute ISO certification or a SOC 2 audit report for SumoPPM or SumoAgents.
A SUMOPPM PRODUCTOur own product.
Our own product.
Built for business.
SumoPPM creates AI products to transform how businesses work. SumoAgents brings that vision to specific processes through execution, integration and governance.
Meet SumoPPM Discover SummaBid: B2B sales intelligenceSTART WITH A REAL PROCESSWhat work
What work
would you like to delegate?
Tell us where your operation gets stuck. We'll show you how a SumoAgent could work in your industry and department, with your tools and rules.
A specific use case A clear scope and limits A result you can measure
contact@sumoppm.com