Core offering · Agentic AI & automation
AI agents for business that reason over your work, not brittle scripts
Kriv AI is a consultancy that designs, builds and governs AI agents for business on the automation tools you already run. Each agent works inside explicit scopes, logs every action and hands sensitive decisions to a person, so your compliance team can defend it.
- Connect EHR, CRM, LLMs, and humans into one governed workflow.
- AI agents that reason over data, beyond click-through RPA.
- Fewer manual handoffs in compliance, ops, and revenue cycle.
- Built on Zapier, Power Automate, n8n, and Copilot Studio.
For mid-market healthcare, life sciences & regulated operations
Trigger
01→ Event from EHR, CRM, email, or a user action
Context
02→ Gather data across multiple systems
Reason (LLM)
03→ AI interprets and proposes the action
Act & Govern
04→ Execute with logging & approvals
Integrates with
The difference
Beyond basic automation: what agentic AI means at Kriv AI.
There's a world of difference between simple automation and intelligent agents that reason and act.
Basic automation / RPA
- Rigid, rule-based workflows
- Hard-coded click paths and scripts
- Breaks easily when systems change
- Limited reasoning: just 'if this then that'
- No context awareness or learning
- Siloed from governance and compliance
Agentic AI with Kriv AI
- AI agents that reason over context using LLMs
- Dynamic decisions based on data, not static rules
- Multi-step workflows across CRM, EHR, ticketing, and data platforms
- Governed logging, routing, and human-in-the-loop approvals
- Adapts to edge cases and exceptions intelligently
- Built-in audit trails and policy enforcement
We design agents that act like virtual team members, built to handle the edge cases that break brittle scripts.
What AI agents for business actually do, and where they don't belong
AI agents for business are software workers that read context from your systems, decide the next step with a language model, and act through the tools you already own. The useful ones are narrow: one workflow, clear inputs, a defined set of actions, and a person who signs off on anything that carries risk.
We build agents for coordination work that is too variable for a fixed script but too repetitive for a skilled person: triaging intake, pulling data out of documents into a system of record, chasing missing information, routing exceptions to the right queue, and drafting the reply a human then approves.
Our design pattern gives each agent a written scope (what it may read, what it may change, what it must escalate), an action log and an owner on your side. That is the difference between an agent your compliance team can defend and a demo that stalls before production.
Who this is for
Operations, finance, compliance and revenue-cycle leaders at mid-market organizations, especially in healthcare, life sciences, financial services and insurance, who already run automation tools and want agents that work inside their governance, not around it.
Who this is not for
Teams looking for an off-the-shelf agent subscription, a chatbot installed in an afternoon, or fully autonomous agents with no human approval step. We also don't build agents for decisions your policy says a person must make; we build the agent that prepares that decision.
Where it lands
Where agentic AI & automation creates real impact.
From healthcare ops to pharma R&D, we build agents that handle the workflows your teams shouldn't have to. Pick a domain.
Healthcare operations
Coordination work that quietly eats clinical and admin hours, handled by agents with a human in the loop.
- Scheduling and referrals coordination
- Intake triage and documentation summarization (with human review)
- Inventory, supplies, and vendor coordination
AI automation tools: what we build on, and what we don't sell
We are not an AI automation tool vendor. We build on the platforms you already license rather than selling you a new one. We pick the tool per workflow, usually one your team already pays for, and add the reasoning, guardrails and logging an agent needs.
When a workflow tool is enough
If the steps are predictable and the data is clean, a standard flow in a workflow tool such as Power Automate, n8n or Zapier can be enough. We will tell you when that is the right answer.
When you need an agent
When inputs vary (free-text emails, scanned documents, inconsistent records) and the next step depends on reading them, we add a governed language model step, with Claude, OpenAI models or Copilot Studio depending on your environment and data rules.
Customer-service workflows
Agents that draft replies, classify tickets and route escalations follow the same governed pattern. Training for service staff is covered on our AI for customer service teams page.
The toolbox
Built on trusted automation platforms.
As a Zapier Silver Solution Partner, we bring deep expertise across the leading automation and data platforms. We don't force a stack on you, we work with what you have and extend it with governed AI.
Looking for Zapier-powered automations?
As a Zapier Silver Solution Partner, we build governed automations for regulated teams.
The pattern
Our pattern for governed agentic workflows.
Every agent we build follows a consistent, auditable pattern designed for regulated environments.
Trigger
An event in an EHR / CRM / ticketing system, an email, a scheduled time, or a user action initiates the workflow.
Context gathering
Agents collect data from multiple systems, EHR, CRM, databases, documents, to build a complete picture.
Reasoning with LLMs
The agent uses a governed LLM to interpret context, categorize inputs, and propose the right actions.
Action & orchestration
Integrations via Zapier, Power Automate, n8n, Copilot, and Monday.com execute safe, governed actions.
Governance & logging
Every action is logged with audit trails, optional human approval steps, and policy enforcement checks.
Every agentic workflow is designed with governance in mind: access controls, comprehensive logging, and explicit boundaries around what the agent may or may not do.
How we engage
High-value solution delivery, not staff augmentation.
Three scoped ways to engage, each with clear outcomes you keep.
2–4 weeks
Discovery & Design Sprint
Map processes, identify automation opportunities, and design 1–2 high-impact agentic workflows. Perfect for first-time clients or a focused pilot.
- Process analysis & opportunity mapping
- Workflow design with governance requirements
- Implementation roadmap & effort estimates
4–8 weeks
Pilot Implementation
Hands-on build of 1–3 workflows, fully integrated with your stack (EHR / CRM / data tools) and governance patterns. Includes playbooks, runbooks, and KPIs.
- Production-ready agentic workflows
- Integration with your existing systems
- Documentation & team enablement
Monthly retainer
Ongoing Optimization & Governance
Retainer-style support: monitoring, tuning, adding new flows, and coordinating with your compliance and IT teams. Continuous improvement with governance baked in.
- Performance monitoring & optimization
- New workflow additions as needed
- Compliance coordination & reporting
What AI automation agencies do, and where Kriv AI differs
AI automation agencies build automated workflows for other companies, and many hand over fast workflow templates. Kriv AI is a consultancy rather than a template agency. We scope the workflow, build the agent, write the governance around it and teach your team to run it, on the platforms you already license. Each agent gets a written scope, an action log and a person who approves anything sensitive. If you only need a quick workflow template with no governance, a template-focused agency may suit you better, and we will say so on the first call.
Looking for an AI automation agency? Here is what we are instead
Many AI automation agencies build fast workflow templates and hand them over. Kriv AI is a consultancy: we scope the workflow, build the agent, write the governance around it, and teach your team to run it. If you are comparing AI automation services, these are the questions that separate the two.
| Question to ask | How Kriv AI answers it |
|---|---|
| Who does the work? | One senior practitioner scopes the work and builds it, with no handoff to a bench of junior staff. |
| What do we get besides the workflow? | Agent scope, action logging and human approval steps are part of the design; runbooks and team training can be prepared on request. |
| Whose tools does it run on? | Yours. We extend Power Automate, Copilot Studio, n8n, Zapier and your data platforms rather than moving you to ours. |
| How is risk handled? | Each agent's rules are written against the policies and frameworks your organization already works with, for example HIPAA, the NAIC Model Bulletin or the NIST AI RMF. For banks, SR 26-2 places agentic AI outside its scope, so your own risk management and governance practices guide the controls. |
| How is it priced? | Scoped and priced after a short discovery call. |
Partner proof: Claude Partner Network, Select partner · Services Track (program details at claude.com/partners; written confirmation from the Claude Partner Network team available on request), and Solutions Partner for Cloud & AI Platforms · Partner ID 7036589 with Microsoft.
In practice
Example agentic AI use cases.
Example workflows we design agents for.
What you can expect
Measurable gains in efficiency, reliability, and compliance.
Reduced manual work
Free compliance, ops, and finance teams from repetitive data movement, checks, and handoffs.
Faster, more reliable workflows
Workflows trigger on time, every time, across tools and teams, no more dropped balls.
Governed, documented automation
Clear audit trails, approval workflows, and guardrails for each agentic workflow.
Straight answers
Common questions about AI agents for business.
Do you replace our existing tools like Zapier or Power Automate?
No. We use and extend your existing tools. As a Zapier Silver Solution Partner and experts in Power Automate, n8n, and Copilot Studio, we build on what you already have instead of forcing a rip-and-replace. We add governance, intelligence, and multi-step orchestration to your current stack.
Can you work with our EHR/CRM/ERP systems?
We integrate through APIs, webhooks and vendor-supported connectors for EHR, CRM and ERP systems, and confirm the connection path for your specific system during discovery.
How do you prevent an AI agent from doing something it shouldn't?
Governance is built into every workflow. We use policy-based constraints, explicit scopes for what agents can access and do, human-in-the-loop approval steps for sensitive actions, and comprehensive logging. The agent only operates within clearly defined boundaries.
Is this suitable if we've never done automation before?
Absolutely. We can start with one carefully-scoped workflow, prove the value, and expand from there. Most engagements can begin with a Discovery & Design Sprint to identify the best starting point before any implementation.
How long does a typical pilot take?
Pilots typically range from 4–8 weeks, depending on complexity and integration requirements. A Discovery & Design Sprint (2–4 weeks) often precedes the pilot to ensure we're solving the right problem the right way.
What are AI agents for business?
AI agents for business are software workers that gather context from your systems, use a language model to decide the next step, and act through your existing tools. The ones that hold up in production are narrow: one workflow, a written scope of what the agent may read and change, a log of every action, and a person who approves anything sensitive. We design and build them on the platforms you already run.
Are you an AI automation agency?
Not in the usual sense. Kriv AI is a consultancy that builds governed AI agents. The person who scopes the work also builds it, and you keep the agent and its documentation; runbooks and team training can be prepared on request. If you only need a quick workflow template with no governance, a template-focused AI automation agency may suit you better, and we will say so on the first call.
Which AI automation tools do you use?
Whatever fits the workflow, usually what you already license: Power Automate, Copilot Studio, n8n, Zapier, Databricks and your existing data platforms. For the reasoning step we use Claude, OpenAI models or Copilot Studio depending on your data rules. We build on the platforms you already license rather than selling you a new one.
Can an agent draft customer replies?
Yes, drafting is a good fit: classifying an incoming ticket, pulling the customer's history and preparing a reply for a person to review. When we design a reply agent, we design in a person on the send button for anything involving money, health information or a complaint, and a log of what the agent proposed against what was sent, so its scope can be widened later on evidence.
How much do AI agents for business cost to build?
It depends on the number of systems involved, how messy the inputs are, and how much approval logic the workflow needs. Every engagement is scoped and priced after a short discovery call, and we recommend starting with a Discovery & Design Sprint so you see the design and governance requirements before committing to a pilot build. See our pricing page for how we structure engagements.
Go deeper
Related resources.
Go deeper on agentic AI, automation, and governed workflows.
Featured reads
The difference between RPA and agentic AI: why it matters for healthcare
Understanding the shift from rule-based automation to intelligent agents that reason and adapt.
PlaybookGoverned automation playbook for regulated industries
A step-by-step guide to implementing automation with compliance, audit trails, and human oversight.
Technical overviewIntegration approach: connecting your stack
How we integrate with EHR, CRM, data platforms, and automation tools in a governed way.
Applied by industry
See agentic automation applied in the regulated environments where governance matters most.
Start here
Give one workflow an agentic AI upgrade.
We'll help you identify one or two high-impact workflows and turn them into governed, AI-powered agents, backed by our Claude Partner Network, Select partner · Services Track status and our listing as an AWS Marketplace seller. Start with a 30-minute working session, no commitment required.
+1-732-433-5564 · info@kriv.ai · East Brunswick, NJ