Proactive AI Assistant

Stop switching tabs.Your AI agent works in the background.

AI assistant that monitors every incoming email, accesses your ERP, calendar, CRM, and OneDrive to proactively complete tasks without you asking. Get draft emails, ready-made offers, and meeting invites — all before you even open your inbox.

Inbox
AI Active
Search emails...
Anna Korhonen
2 min ago
Product inquiry - bulk order
Hi, we are interested in ordering 200 units...
Auto Draft Ready
Mikko Virtanen
15 min ago
Quote request for Product X
Could you send me pricing information for...
AI Labeled: High Priority
Laura Mäkinen
1 hour ago
Follow-up on previous order
Just checking in about the delivery status...
AI Labeled: Follow-up
Jari Laine
2 hours ago
Meeting time suggestion needed
When would be a good time to discuss...
Calendar Suggested
Sanna Nieminen
3 hours ago
Product specifications question
I need more details about the technical...
Auto Draft Ready
5 drafts ready • 3 labeled • 1 scheduled
⚡ Saved 45 min today
24/7
Always monitoring your business communications

How Background Agent Works

Your AI assistant never sleeps. It monitors, analyzes, and acts on your behalf around the clock.

1

Email Arrives

Every incoming email is automatically analyzed for action items — offer requests, order confirmations, customer inquiries, and meeting requests.

2

AI Accesses Your Systems

The agent fetches real-time data from your ERP (products, pricing, inventory), CRM (customer history, preferences), Calendar (availability), and OneDrive (price lists, catalogs).

3

Proactive Task Completion

Without you asking, the AI drafts email responses, creates complete offers with line items, suggests meeting times with availability checks, or prepares order confirmations.

4

Notification & Approval

You receive a notification in Microsoft Teams with a summary and preview. Review the draft work, approve with one click, or request changes. The agent handles the rest.

Simple Configuration
Connect your business systems in minutes. Toggle which services the background agent can access, set quiet hours, and configure auto-approval rules for routine tasks under certain thresholds.
Background Agent Settings
Configure automation rules and preferences
Active
Email Monitoring
Automatically detect quote requests and inquiries
Outlook
Teams
Auto-Response Generation
Create draft replies for customer requests
Response time target
Under 5 minutes
ERP Integration
Fetch pricing and product data automatically
SAP Business One
Connected
Approval Rules
Require approval for high-value quotes
Approval threshold
€10,000
Last updated: 2 hours ago
SAP
HubSpot
AI
Background Agent
Active
AI

I've created a draft reply to the customer quote request. The offer is ready for your review.

2 minutes ago
AI

✅ Quote #1247 sent to customer
📧 Draft reply created in Outlook
📅 Meeting time suggested: Tomorrow 2 PM

Just now
Microsoft Teams
Outlook
Real-Time Collaboration in Teams
All interactions happen in Microsoft Teams chat. The agent explains what it's about to do, shows its work with adaptive cards, and waits for your approval before taking action. Full transparency and control.
What Your Team Sees
Background Agent creates drafts, suggests meeting times, and keeps you updated - all automatically
Customer:Can you send me a quote for 50 units of Product X?
Auto Draft Ready
To: customer@company.com
Re: Product X Quote Request

Hi,

Thanks for your interest! I've prepared a quote for 50 units of Product X. The price is €45/unit with delivery in 5-7 business days.

Please find the detailed quote attached. Let me know if you have any questions!

Best regards

quote_product_x.pdf
⚡ Draft created in 30 seconds
AI Suggested
Meeting Time Options
For: Product Demo with Acme Corp
Mon
19
2:00 PM
60 min
Mon
19
4:30 PM
60 min
Best Match
Tue
20
10:00 AM
60 min
Tue
20
3:00 PM
Busy

Based on your calendar availability and customer's timezone

AI
Background Agent
Active
AI

I've created a draft reply to the customer quote request. The offer is ready for your review.

2 minutes ago
AI

✅ Quote #1247 sent to customer
📧 Draft reply created in Outlook
📅 Meeting time suggested: Tomorrow 2 PM

Just now

Powerful Background Automation

Multi-System Access

The agent seamlessly connects to Microsoft Outlook, Teams, Calendar, OneDrive, SharePoint, your ERP system, and CRM. One AI assistant with access to all your business data.

Outlook
Teams
Calendar
OneDrive
ERP
CRM

Intelligent Email Triage

Every incoming email is automatically categorized: offer requests, order confirmations, customer inquiries, meeting requests, or routine messages. High-priority items get immediate attention.

Offers
Orders
Meetings
Inquiries
Routine

Proactive Execution

The agent doesn't wait for commands. It detects tasks, gathers necessary information from connected systems, completes the work, and presents results for your approval.

Detect → Gather → Execute → Present
Autonomous workflow from detection to delivery

Safe & Controlled

Set spending limits for auto-approval, configure quiet hours, require approval for sensitive actions, and maintain a full audit trail. You stay in control while the agent works autonomously.

Spending limits
Quiet hours
Approval rules
Audit trail

Manual Work vs. Background Agent

Traditional Process

1

Check email inbox for new messages

2

Identify customer offer request

3

Open ERP, search products, check availability

4

Create offer manually with line items and pricing

5

Draft email response, attach offer PDF, send

15-20 min
per request

With Background Agent

Draft email ready
1instant

Email arrives — agent automatically detects offer request

2instant

Notification in Teams: "Offer ready for ACME Corp"

3instant

Review offer and draft email, approve with one click

30 seconds
per request
0%
Time Savings

reduction in time spent on routine tasks

Meet the Team
Built by founders who understand the pain of manual quote generation
Lauri Pelkonen, Founder & CEO
Lauri Pelkonen
Founder & CEO
Building AI agents that automate enterprise workflows. Previously led a hacker house in Silicon Valley and worked in equity research.
Henri Heliö, Founding VP of Sales
Henri Heliö
Founding VP of Sales
Helping enterprises transform their quote-to-cash processes. 10+ years in B2B SaaS sales and customer success.

Ready to Transform Your ERP Operations?

Our AI-powered ERP automation has already saved over 40,000 hours of manual work. Book a free consultation to see how we can streamline your business processes and deliver similar results.

Free 30-minute consultation
Custom automation strategy for your business
ROI projection and implementation timeline
Lauri Pelkonen, Founder & CEO of ERP Agent

Lauri Pelkonen

Founder & CEO

"I personally help every client design their automation strategy. Let's discuss how AI can transform your ERP operations."

lauri (at) erp-agent.com
40K+
Hours Saved
100%
Success Rate
Usually responds within 2 hours
5.0 rating
No commitment • Free consultation