Built to order · Custom Bot
Your bot, built for your shop
A custom bot is one Compass AI builds for a job in your shop that is not on this list, built around the ERP you already run. It does that one job inside your systems, and a person approves anything that changes a record, spends money, or goes to a customer or vendor.
A blank badge until you give it a job.
The work today
The job that is not on this list
Your shop has a job that is not on this list: a report someone builds by hand, a spreadsheet that has to agree with the ERP, or emails that get copied into orders one at a time.
- One person knows how the job is done, and it waits when they are out
- The same figures copied between the ERP, spreadsheets, and email
- A job too specific to your shop for an off-the-shelf tool
Step by step
How we build your bot
From the job you describe to a bot at work, with a person signing off along the way.
On the fit call
You tell us the job
You walk us through one job your team does by hand today, from where it starts to where it ends.
Before we build
We map the job
We trace it through your ERP, email, and files, and agree on what the bot may read and what it may draft.
With your team
We build and test it
We build it around your data and your rules, and test it with your team on real work before it goes live.
Before it goes live
You sign off on it
You review what it does and choose who approves each kind of action, and it goes live only when you say so.
Every time it runs
It runs, you approve
It does its one job and reports in plain English, and a person approves every record change, spend, or message.
Same rules for every bot: one job, inside your systems, nothing changes without a person, and a plain-English note on what it did.
Your systems
What it works with
Around the ERP you already run.
ERP
The records the job needs, read first and changed only with approval
Email or your team chat
Tells you what it did and what needs you
Spreadsheets and shared drives
Any part of the job that lives outside the ERP
PDFs and exports
Customer POs, supplier documents, or reports the job depends on
People stay in charge
What it never does without you
Whatever the job, a person approves every record change, every spend, and every message to a customer or vendor, and each vendor message is approved on its own.
Always waits for a person
- Creating or changing any record in your ERP
- Spending money or committing to an order
- Sending anything to a customer or vendor
- Going live, or taking on a new kind of task
A person approves anything that changes a record, spends money, or goes to a customer or vendor.
Questions
Questions about a custom bot
Jobs with clear steps that someone in your shop does by hand today, like re-keying, matching, chasing, or building a report. If a job needs judgment at every turn, we will say so.
No. It works inside the ERP you already run, through access you approve, and your ERP stays the system of record.
A person on your team. You choose who signs off on each kind of action, and anything that changes a record, spends money, or goes to a customer or vendor waits for them.
You walk us through the job and the systems it touches. We tell you plainly whether a bot is the right fit, and if it is not, we say so.
Let's talk
Got a job only your shop has?
Book a 30-minute fit call. Tell us about the job, and we will tell you plainly whether a bot can do it around your ERP.