Augora Agents · Available now
Turn source documents, meeting notes and your firm’s templates into editable drafts, research and checks, ready for professional review.
One annual review. From source to sign-off.
Choose a chapter. Explore the work at your own pace.
Follow a citation, compare the sources and resolve what needs confirming. Your team owns the final decision.
Augora AgentsAnnual review
Prepared for Eleanor Hayes
You would like to explore an earlier retirement and understand how your pension could support it.
The retirement age discussed in your meeting differs from the age recorded in your fact-find.
Product illustration · Fictional example data · Drafts require professional review
Built around advice work
Give your team more room for the thinking, checking and conversations that make the difference.
Prepare reports and switch analysis using the case evidence and your firm’s templates.
Assemble the review pack, meeting preparation and client-facing material around the client’s circumstances.
Bring ceding research together, check case evidence and surface points for investigation.
Inside Agents
Work from the material you already have, in the format your firm already uses.
Bring together fact-finds, provider statements, valuations and previous reports to prepare an editable first draft.
Use your firm’s document templates, cover pages and branding for a consistent client experience.
Trace statements back to their source and see the points that need your professional judgement.
Connect Otter or Fireflies to use meeting transcripts as source material for reports and follow-up work.
Save useful prompts for the whole firm, so your team can build on the work that already works.
Invite your team, review usage and manage credits and top-ups in one workspace.
Meeting transcripts
Bring meeting transcripts into Agents through the available Otter and Fireflies connections.
Security & professional control
Agents protects your work with encryption in transit and at rest, controlled access and logical separation between firms.
Customer personal data in Agents is not used to train our AI models or our providers’ models.
Your team reviews the work and owns the recommendations, decisions and final sign-off.
A little more detail
Yes. Agents works with your firm’s templates and document styling. We can review an example together during your demonstration.
Your team. Agents prepares drafts, research and checks; your professionals verify the evidence, apply their judgement and approve the final work.
No. Agents is available independently. Agents and OS currently have separate client records; direct connections between them are on the roadmap.
Your questions are enough. We can show a worked example. If you want to evaluate your own process, bring a redacted completed case and a template you are comfortable sharing.
See Augora in action
Explore a real workflow with our team. Start with a worked example, or bring a redacted historical case if you would like to go deeper.
Book an Agents demo