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AI Automation & Intelligent Agents

Your business, with an AI team that answers questions, reads invoices, onboards new hires, triages tickets, books appointments, and watches for threats.

We design, deploy, and manage AI agents and automations that take repetitive work off your team's plate, built securely inside the Microsoft 365 environment you already trust, with a human in control of every decision that matters.

AI agentsWorkflow automationDocument intelligenceSecure by design
Marquis AI AgentRunning
New hire onboardingTriggered by: HR form submission
Scenario 1 of 4Manual time replaced: 45 min
The Shift

AI has moved from chatbots to coworkers

The first wave of AI answered questions. The next wave gets work done: it reads, decides, routes, and acts across your systems, then hands off to a person when judgment is needed. Businesses that put it to work safely will run leaner and respond faster.

How most teams work today

  • Copying data between email, spreadsheets, and apps
  • Answering the same internal questions every week
  • Chasing approvals and status updates by hand
  • Staff using free AI tools with no rules or oversight
  • IT problems found only after something breaks

With Marquis AI automation

  • Data flows between systems automatically
  • An AI assistant answers from your own procedures
  • Approvals route themselves and follow up on their own
  • Approved, secured AI tools with clear policies
  • Issues detected overnight and flagged before they hit you
Your AI Workforce

Meet the agents we build for your business

Each agent is a purpose-built digital teammate, configured around your processes, connected to your systems, and limited to exactly the access it needs.

Agent

Front Desk Agent

Handles website chat and after-hours inquiries, answers common customer questions, captures leads, and books appointments directly on your calendar.

24/7 responseLead captureScheduling
Hands complex requests to your team
Agent

Knowledge Agent

Your company's procedures, policies, and documents, turned into an assistant that gives employees accurate answers in seconds, inside Teams.

Teams & SharePointCites its sourcesPermission-aware
Only sees what each user is allowed to see
Agent

Document Intelligence

Reads invoices, purchase orders, forms, and contracts as they arrive, extracts the key data, checks it against your rules, and files it where it belongs.

Invoices & POsData extractionException flags
Low-confidence items go to a person
Agent

People Ops Agent

Runs onboarding and offboarding end to end: accounts, licenses, groups, devices, and access, done the same correct way every time.

OnboardingOffboardingLicense control
Manager approval built into every run
Agent

Service Desk Agent

Reads incoming support requests, categorizes and prioritizes them, resolves routine ones like password and access issues, and routes the rest with context attached.

Ticket triageSelf-service fixesSmart routing
Faster answers for your employees
Agent

Security Sentinel

Checks your Microsoft 365 security settings and network equipment every night, detects drift and misconfigurations, and recommends the fix before it becomes a problem.

Nightly checksDrift detectionFix recommendations
Changes are approved by our engineers
Explore By Department

See what AI can take off your team's plate

Pick a department to see real automations we build for small and midsize businesses.

Built For Your Industry

AI shaped around how your industry works

Every industry has its own paperwork, customers, and compliance requirements. Here's where AI makes the biggest difference for the businesses we serve.

Manufacturing

  • Extract data from purchase orders, packing slips, and quality forms
  • Answer floor questions from SOPs and equipment manuals
  • Flag production and inventory exceptions early

Construction

  • Organize RFIs, submittals, and change orders
  • Summarize daily field reports for project managers
  • Track bids, permits, and subcontractor documents

Education

  • Answer common parent and student questions
  • Automate enrollment and records paperwork
  • Protect student data with clear AI use policies

Healthcare

  • Automate intake forms and appointment reminders
  • Route referrals and authorization paperwork
  • Configured with patient privacy requirements in mind

Hospitality

  • Answer guest questions and booking requests 24/7
  • Streamline staff scheduling and shift messages
  • Summarize guest reviews to spot recurring issues

Insurance

  • Pull key data from policies, claims, and certificates
  • Automate renewal reminders and client follow-ups
  • Route new submissions to the right person

Legal

  • Summarize long documents and correspondence
  • Organize matter files and deadlines
  • Keep client information confidential with strict access controls

Nonprofits

  • Automate donor acknowledgments and thank-yous
  • Draft grant reports from program data
  • Coordinate volunteers and event sign-ups

Real Estate

  • Respond to property inquiries instantly
  • Route applications, leases, and maintenance requests
  • Draft listing descriptions and tenant notices

Retail

  • Answer product and order-status questions
  • Flag low stock and reorder needs
  • Summarize sales trends in plain language

Don't see your industry? Let's talk about your processes.

Your AI Roadmap

Three stages from first step to full advantage

You don't need to transform everything at once. We meet you where you are and build capability in stages, proving value at each one.

01
Stage One

Assist

AI helps your people work faster on what they already do.

  • AI assistants for email, meetings, and documents
  • AI use policy and training
  • Data and permissions cleanup
02
Stage Two

Automate

Repetitive processes run on their own, start to finish.

  • Workflow and approval automation
  • Document intelligence
  • Knowledge agents in Teams
03
Stage Three

Orchestrate

Agents coordinate across systems, with people approving key actions.

  • Multi-step agents across apps
  • Proactive monitoring and response
  • Continuous measurement and tuning
Time Savings Calculator

What is repetitive work costing you?

Move the sliders to estimate the time and money automation could give back to your business each year.

Estimated annual value returned
$97,200
2,160Hours saved per year
1.0Full-time employees of capacity
Get a Custom Assessment

Illustrative estimate based on 48 working weeks and 2,080 hours per FTE. Actual results depend on your processes, systems, and adoption.

Proven In Our Own Operations

We run on automation before we sell it

We built our own automation and assessment platform to monitor client environments every night. It pulls Microsoft 365 security posture and network health data, runs diagnostic rules against it, and turns findings into prioritized recommendations our engineers review.

The same principles go into every AI solution we build for you:

  • Automate the routine, keep people on the decisions
  • Read-only by default, write access only when approved
  • Every action logged so you can see what happened and why
Nightly run · example02:00 AM
Microsoft 365 security posture✓ Pulled
Conditional Access & MFA coverage✓ Checked
Network devices & firmware✓ Checked
VPN tunnels & uplinks! 1 finding
Domain, certificate & DMARC health✓ Healthy
Encrypted off-site backup of results✓ Complete
→ 1 recommendation queued for engineer review
Responsible By Design

Innovation without giving up control

AI should make your business safer, not riskier. Every solution we deliver is built on four non-negotiables.

Your data stays yours

Business-grade tools that keep your information inside your own Microsoft environment, not free consumer apps.

Human in the loop

Agents handle the routine. Anything sensitive, costly, or irreversible waits for a person to approve.

Least privilege

Each agent gets only the access its job requires, and it respects the permissions your people already have.

Full audit trail

Every automated action is logged, so you always know what ran, when, and why.

Ways To Start

Pick the right first step

Explore

AI Jumpstart Workshop

A working session with your leadership team to map processes, spot the best opportunities, and rank them by value.

Half-day session
Prepare

AI Readiness Assessment

We review permissions, data sharing, identity security, and licensing so AI can be rolled out without exposing sensitive files.

Written report and roadmap
Build

Pilot Agent

We build and launch your first agent or automation on one high-value process, then measure the results before you scale.

Scoped project with estimate
Scale

Managed AI

Ongoing management of your agents and automations: monitoring, tuning, new builds, user training, and governance.

Monthly service

Projects are quoted as a written estimate. You pay only for hours actually worked, and the estimate is a ceiling we won't exceed without your approval.

FAQs

Questions business owners ask us

What's the difference between an AI agent and an automation?

An automation follows fixed steps: when this happens, do that. An agent can read and interpret information, such as an email, a document, or a support request, decide what it means, and choose the right next step. We often combine both: automation for the predictable parts and an agent where judgment is useful, with a person approving anything important.

Is our company data safe?

That's where every engagement starts. We favor business-grade tools that work inside your existing Microsoft 365 environment and respect current permissions. Because AI can surface any file a user has access to, we review and tighten sharing before rollout so nothing is exposed that shouldn't be.

Will AI replace our employees?

Our goal is to remove the repetitive work that keeps good people from more valuable tasks, not to remove the people. Most clients use the time saved to serve customers faster, take on more work without hiring, or reduce overtime.

Do we have to be a managed IT client?

No. AI projects are available on their own. Managed IT clients get the added benefit of ongoing monitoring and support across their whole environment.

How quickly will we see results?

A workshop or readiness assessment typically takes a few weeks to complete. A focused pilot agent is often live within weeks, depending on scope and the systems involved, so you see measurable results before committing further.

Get Started

Put your first AI agent to work

Book a 15-minute strategy call. We'll look at how your business runs today and identify the automations that will pay off first.