A practical operating layer for B2B
Routine work does not disappear. It hides between calls, emails, chats and deadlines.
Hermes turns recurring owner and team actions into working processes: reminders, checks, records in systems and confirmation before important actions.
Build the system
We start with one real recurring task and show how it should run.
No CRM, email or messenger replacement. Hermes connects what you already use.
Can we confirm the timing today?
needs review
check before 16:00
Where work usually gets lost
The problem is rarely people. More often, the process lives in memory, chats and manual control.
The owner sees consequences: no client answer, unchecked invoice, missed deadline, stale CRM. Hermes starts from those real operational leaks.
+49 30 44… · missed 11:42
client waits for timing confirmation
‘let us do it by Friday’
amount? owner? approval?
context split across tools
The main difference
You ask in normal language. Hermes gathers the picture across systems and suggests the next step.
No need to open five tabs and reconstruct context manually. Hermes links conversation, data and action while important steps remain under your confirmation.
01 · You ask
What is going on with overdue payments and who needs a message today?
Found 7 overdue invoices. 3 clients already replied by email, 2 need a call, 1 needs your comment before a message is sent. I can prepare replies and update CRM after confirmation.
Show listDraft emailsUpdate CRM after confirmation
02 B2B Agent OS
Understands contextCollects dataSuggests next stepWaits for confirmation before important action
03 · Systems and actions
EmailCRMMessengersCalendarDocs / invoicesPortals / API
email draftsCRM updatesrisk listremindersowner report
How it becomes a process
Hermes does not need a perfect business map. One real task is enough.
Show an invoice, email, report, request, portal task or message thread. After 1–2 tuning passes Hermes turns it into a repeatable working scenario with reminders, checks and confirmation before important actions.
invoice, email or request
Show one example
Use a real task, not an abstract scheme.
2 scenario corrections
Tune the rules
Risk, owner, waiting time and review moments become explicit.
daily owner card
Run in rhythm
Hermes gathers context daily, prepares actions and shows what needs a decision.
Start with one process. Then expand with new exceptions, systems and team roles.
What you get
Not a slide deck or an “AI package”. A configured Hermes operating setup your team can run.
The final deliverable is a working system around one live process: connected sources, rules, first runs, approval points and a clear expansion path.
Hermes setup / operating loop Ready supervised operating loop
channels2–5 workflowsapprovalradar/reporthandoffexpandable
Configured Hermes
A separate instance, server or hosted setup — worded honestly around access, security and business requirements.
Connected channels
Email, CRM, calendar, files, sheets, chats, portals or APIs — starting only with reliable sources.
2–5 first workflows
Checks for unanswered leads, invoices, deadlines, reports or the owner’s daily radar.
Human approval
Stop points before money, client promises, external messages and risky system changes.
Radar, log and runbook
Scheduled summary, run history, handoff instructions and a clear way to add more scenarios.
Control, logs, recovery
Important actions do not disappear into a black box.
A working process must be inspectable: what Hermes saw, what it proposed, where it stopped and which state can be restored. Implementation is built around run logs, procedure versions and explicit confirmation points.
safety contour Procedure v0.3 · recoverable
Found 4 leads without response risk
Prepared 3 email drafts draft
Stopped on invoice #1427 owner needed
Snapshot before external action
Email, CRM record or payment only after confirmation
A direct note
If a process already hurts, build the system before the market expects it.
You can choose not to implement Hermes now — that is honest if the process is not repeatable, does not leak money and does not need control yet.
But if the same open loop returns every week, it is better to start there now: a year from now, systems like this will already be quietly running for companies that organized their processes earlier — answering faster, seeing risks sooner and preparing action before the issue becomes visible to the client.
Artur MinvaleevHermes B2B Agent OS
Build the system