AI that acts, not just answers.
OPTIMO Workforce puts AI agents to work alongside your people, data and systems: drafting documents, running lookups, assembling case files. Every write action waits for human approval and lands in an audit trail.
- Actions require approval
- Complete audit trail
- Stops past the risk threshold you set
Your best people are stuck doing the same work twice.
Drafting documents, keying in data, assembling case files: work a machine should be doing. But “let the AI handle it” comes with a real question: if it gets something wrong, who is accountable?
OPTIMO Workforce answers that directly: the AI moves fast, you keep control. Anything that changes data stops and waits for a person, and leaves a complete audit trail behind it.
Capabilities
Four things that make an agent worth delegating to.
ControlLive
The AI acts, you keep authority
- Every write or edit stops and waits for a person to approve
- A complete audit trail for each individual action
- Role-based approval: who may approve what is your call
AutomationLive
Hand repetitive work to an agent
- Drafting documents and quotes in your company's template
- Lookups and updates across internal systems
- Assembling case files and documents from many sources
ConnectionsComing soon
Works on the systems you already use
- Google Drive, OneDrive, Teams: on the roadmap
- More systems through open connection standards
- Every action through a connection still passes approval
CoordinationPartial
A team of agents, not one bot
- A coordinating agent delegates to specialist agents
- Multi-step processes are previewed before they run
- Stops and asks again past the risk threshold you set
Four steps from connection to delegation.
Point Workforce at your documents and systems.
Illustration of the flow, not real data.
Connect
Documents and systems
Set the rules
Who approves what
Delegate
In natural language
Agent works, you approve
Changes wait for a nod
Recorded: who asked, what the agent did, who approved.
Control stays with you.
Every write waits for approval
No silent action ever touches your data.
Complete audit trail
Every AI action is traceable: who asked, what the agent did, who approved.
Role-based approval
Who may approve what is declared by you, never decided by the model.
Data separated per organization
What the agent may see is limited to your organization.
Who it fits
Where the relief lands first.
| Team | What Workforce takes on |
|---|---|
| Sales | Drafting quotes, keeping opportunities current |
| Operations | Assembling case files, cross-checking documents |
| Back office | Data entry, reconciliation, templated documents |
Fits financial services, manufacturing and professional services, where controlled handling is mandatory, not optional.
Let AI carry the repetitive work. You keep the decisions.
Leave your details and we will try it on your own processes.