AI Agent Setup for UK Companies

Who this is for

• Founder-led UK SMEs that want useful AI agents installed without building an internal AI department.
• Agencies, consultancies and service firms that need research, follow-up, content, meetings, CRM or admin support.
• Teams that already use ChatGPT informally but need a managed, controlled operating model.

The business problem

Most companies do not fail with AI because the model is weak. They fail because nobody owns workflow mapping, data access, permissions, testing, training, monitoring and maintenance. Individual staff members try tools in isolation, useful prompts disappear, risk rules are unclear and the business never gets a dependable operating rhythm. The important test is whether the work is frequent enough, valuable enough and controlled enough for an agent to help without hiding risk. DH79 starts with a narrow workflow because useful agents need clear inputs, clear outputs and a named human owner.

Example workflow

A practical first workflow could be a sales follow-up agent: it reviews recent calls and CRM notes, drafts the next follow-up, suggests missing information, prepares a task for the owner and waits for approval before anything leaves the business. The workflow is designed so the agent prepares, drafts, summarises or monitors, while a human remains responsible for approval where judgement, reputation, compliance or customer trust is involved.

What DH79 sets up

• Workflow audit and prioritised first use-case map.
• Private agent workspace with task-specific instructions and business context.
• Tool connections for email, calendar, documents, CRM and knowledge sources where appropriate.
• Human approval rules, logs, monitoring and monthly improvement.

What the AI agents can do

• Research companies, prospects, markets and competitors.
• Draft sales follow-up, proposal sections and client updates.
• Prepare meetings from emails, documents, calendar notes and CRM records.
• Update CRM fields, extract tasks and monitor recurring business signals.

What tools they can connect to

• Gmail, Outlook and shared inboxes
• Google Workspace, Microsoft 365, Notion, Drive and SharePoint
• HubSpot, Pipedrive, Salesforce or lightweight CRM systems
• Slack, Teams, calendars, task tools and internal knowledge bases
• Website CMS, spreadsheets, forms and reporting dashboards where access is scoped

What stays human

• Final approval of outbound emails, proposals and client-facing material.
• Commercial judgement, negotiation, pricing decisions and relationship handling.
• Any legal, financial, medical, HR or regulated advice.

DH79 deliberately avoids promising fully autonomous business judgement. The safest commercial gains usually come from agents preparing the work, making gaps visible and giving humans better drafts, summaries and reminders.

First 30 days

• Week 1: map workflows, tools, risks and the first controlled use case.
• Week 2: build the first agent workspace, instructions, knowledge and access rules.
• Week 3: test outputs with draft-only review and team feedback.
• Week 4: launch the controlled workflow, review logs and agree the next improvement.

Safety and GDPR-aware controls

• Least-privilege access instead of broad account permissions.
• Draft-only mode for external messages until the client approves a different rule.
• Logs, review points and clear escalation routes for unusual outputs.
• GDPR-aware data minimisation and scoped access to client or customer records.

Pricing and scope

DH79's managed package starts from £5,000/month inside an agreed operating scope. Work that needs unusual volume, specialist integrations or regulated review is scoped before launch so costs and responsibilities are clear.

How to judge whether this should be your first agent

A good first agent is not the most exciting idea in the business. It is the workflow with clear inputs, repeatable steps, visible mistakes and a human owner who can approve the output. For ai agent setup for uk companies, DH79 looks for a task where the agent can research companies, prospects, markets and competitors, connect only to gmail, outlook and shared inboxes, and leave final approval of outbound emails, proposals and client-facing material with a person. That makes the pilot easier to measure and safer to improve.

• Bring two or three real examples of the current workflow, including a strong example and a messy edge case.
• Decide who owns approval, who receives the draft or summary, and what would count as a useful first-month result.
• Start with a draft, research, preparation, triage or monitoring task before allowing any agent to take external action.

FAQs

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