Secure AI Agent · Operations
AI applied to
the routine that cannot slip
A specialist configured to drive follow-ups to the end, run recurring routines to the same standard, and flag when an external source changes.
Companies that trust UPX
Capabilities
What the Operations Agent
can do
Main areas of work for the Operations AI Agent in your company.
Follow-ups to closure
Chases third-party items on a cadence and records the reply.
Recurring routines
Runs what repeats every week to the same standard.
Source monitoring
Watches a site, portal, or inbox and flags when something changes.
Process documentation
Turns what the team actually does into a written step-by-step.
Request triage
Classifies incoming work by urgency and routes it to the owner.
Deadline control
Tracks overdue deliverables and flags what needs attention.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Follow-up cadence
- Chases at the defined frequency and logs every attempt.
- Routine execution
- Runs the recurring procedure and reports the result.
- Source watching
- Detects a change in the external source and raises the alert.
How it worksFrom an open item
From an open item
to a routine that holds
Connect your sources, define what the agent can do, and let the operation run within your company's limits.
- Connect the operation's sources
- The agent works with what the routine already produces.Connect the inboxes, the control spreadsheets, and the task manager so the Secure AI Agent has access only to what it needs to drive the routine.
- Ask for the work
- Talk to the agent in natural language.Ask for the status of open items, the weekly routine, or a vendor follow-up through the available channels. The agent understands the context, applies the configured skills, and follows the company's procedures.
- The agent drives. You decide.
- From driving to deciding, with control.The agent chases, runs, and records within the defined permissions. Changing a process, negotiating a deadline, and granting exceptions stay with the operation's leadership.
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Integrations
Connected to the systems where the operation runs
The Operations AI Agent can query your controls and run tasks in the systems your team already uses.
Asana 
Flow
What goes in,
what the agent does, and what comes out
From an outdated control sheet to a routine on track, following your company's procedures and permissions.
Inputs
- Control spreadsheetCSV
- Chase historyLOG
- Internal procedurePDF
Processing
Secure AI Agent
Processing the task
- Read
- Prioritize
- Draftrunning
- Log
Skill appliedProcedure verified
Output
Completed
Routine prepared
- Open items prioritized by deadline
- Chases ready to send
- Control updated with history
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your company's procedures.
- 1
Query
Reads controls and procedures and answers with the reference.
- 2
Prepare
Drafts the chase and updates the control draft.
- 3
Request review
Waits for approval before contacting a third party.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action. Communication with a client or vendor on the company's behalf, process changes, and exceptions always stay with the operation's leadership.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Operations Agent
What operations teams usually ask before putting an agent in charge of the routine.
Does it chase vendors and clients directly?
Only if you release that action. By default the agent prepares the chase with the history and leaves it ready for review. Speaking on the company's behalf is a sensitive action and stays under approval until you decide otherwise.Does it change our process?
No. The agent runs the procedure as it stands and flags where the routine stalls. Changing the process is the operation leadership's decision — the agent documents the proposal, it does not roll it out on its own.How does external source monitoring work?
You name the source and the criterion. The agent checks at the defined frequency and raises the alert when it detects the change, with the before and after recorded for review.What happens when the routine hits an exception?
The agent stops and hands the case back with what it has gathered. Exceptions are where human judgment matters, and the routine design states what counts as an exception before the routine runs.Is our data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on where the controls live. The starting point is a single routine with a defined cadence, then expanding the scope as results come in.
Secure AI Agent
Bring a Secure AI Agent to your operation
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.