AI agents & automation
Agentic Workforce for a Marina & Boatyard
Seven narrow AI agents covering the front desk, phone line and the weeks-long chase for deposits, contracts and insurance certificates.
Read the design
AI agents & automation
Agentic Workforce for a Marina & Boatyard
The paperwork chain
The paperwork chain. Main path: Contract issued → Signed? → Deposit invoice sent → Paid? → Request insurance certificate → Certificate valid? → Vessel & vehicle details → Slip assigned, gate code sent. From Signed?, No: Chase on day 3, 10 and 21, then back to Signed?. From Paid?, No: Reminder with a payment link, then back to Paid?. From Certificate valid?, No: Tell the guest exactly what is wrong, then back to the check. From Certificate valid?, Second failure on the same certificate: To a human.
- Contract issued
- Signed?NoChase on day 3, 10 and 21↺ back to Signed?
- Deposit invoice sent
- Paid?NoReminder with a payment link↺ back to Paid?
- Request insurance certificate
- Certificate valid?NoTell the guest exactly what is wrong↺ back to the checkSecond failure on the same certificateTo a human
- Vessel & vehicle details
- Slip assigned, gate code sent
Every step is a known document, a known deadline and a known reminder — and a second failed certificate goes to a person, never a third automated attempt.
The problem
Every channel funnels into two or three front-desk staff, who also own a follow-up chain — deposit, signed contract, insurance certificate, vessel details — that runs for weeks and lives in memory rather than in a system.
Key decisions
- Seven narrow agents instead of one general one. A narrow agent with three tools is testable; a do-everything agent is the most common reason these projects stall.
- Hard blocks live in the tool layer, not the prompt. No refunds, discounts, contract changes or replies to injury/damage threads — a prompt can be talked out of a rule, a function can't.
- Autonomy is a live setting per agent. Email starts drafts-only and graduates category by category once 95%+ of drafts are sent unedited.
- Durable workflows, so a 21-day contract chase survives a deploy, a restart and a holiday weekend.
The pack covers
Agent roster and autonomy limits, architecture, key flows, the insurance-certificate checks, guardrails and audit, staff console screens, running costs, a 14-week gated rollout and the operating runbook.