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Primo Epic

Enterprise AI agents
you can control and audit

The model answers; the agent finishes the job. Primo Epic is everything around the language model that turns it into an agent your security team will allow into accounting systems and contracts: rights from your directory, limits enforced by the platform, approval before every change and a record of every decision. It runs on your own infrastructure.

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Model and agent

The model answers. The agent finishes the job.

A language model is the engine. Primo Epic is everything else that turns it into a controlled employee your security team will allow into accounting systems and contracts. Business pays for work completed, not for well-written text.

A model saves time on one request.

It answers in text. It has no tools to act in your systems, no memory of where a process stands, no rights of its own and no way to stop and ask. Its answer cannot be signed off and checked later, so it stays in the chat.

An agent removes manual work from the flow.

It works through thousands of documents under one scenario, acts with the rights of the employee who launched it, pauses on a discrepancy and continues once a person decides, and records every step. Only an agent can be allowed into systems of record.

Example of volume

25,000 documents a month can pass with almost no human involvement. Employees handle only the exceptions, each arriving with the agent’s reasoning and the rule it applied.

From “we tried AI” to the numbers

  • —Employee hours spent on checks and exceptions
  • —Headcount needed for the same volume
  • —Processing time per document
  • —Error rate against your own rules

Employees handle exceptions and decisions, not searching and manual cross-checking.

Agent catalog

Ready agents for contracts, invoices, spreadsheets and policies

Each agent comes with its scenario, rules and confirmation points. Start with one and adapt it to your regulation.

01

Contract and policy review

Checks a contract or commercial proposal against the company policy and returns it as a Word file with tracked changes. Each edit shows the original text, the proposed replacement and the regulation clause behind it.

Employee receives: A Word file with tracked changes and a decision card for each edit.

02

Invoice and primary document verification

Reconciles primary documents with the contract and accounting policy, lists each discrepancy with a reference, and recommends whether to accept. Straightforward cases are prepared automatically; disputed ones go to an accountant.

Employee receives: A list of discrepancies with references and a recommendation; straightforward documents arrive ready for approval.

03

Spreadsheet analysis

Reads, corrects and calculates over Excel workbooks. Employees ask questions in plain language and receive ready selections or calculations, computed by code in an isolated environment.

Employee receives: Ready selections, reconciliations and calculations, without formulas or macros to write.

04

Answers from policies and knowledge bases

Answers employee questions from company policies with a reference to the clause. If the documents do not contain the answer, the agent says so.

Employee receives: An answer with a reference to the clause, or a clear statement that the documents do not cover the question.

05

Exception handling with Primo RPA robots

When a document falls outside a robot’s script, the agent takes the exception: it gathers the documents and history, checks them against your rules and calls Primo RPA robots through Orchestrator to act in systems without an API.

Employee receives: An exception already analysed, with the proposed action and the rule behind it, instead of a raw case to investigate.

06

Your own agents

Agents for your processes are assembled on the no-code canvas from the same blocks as the ready ones, by your team, by Primo or by a partner.

Employee receives: The same rights model, approvals and audit as every other agent on the platform.

Agent builder

Agents built from ready blocks, without code

An agent is assembled on a no-code canvas from blocks the platform already provides. Your engineers only write connections to new systems; approvals, permissions, logs and versions are shared by every agent and are not rebuilt in code each time.

Model

Any OpenAI-compatible model from the catalog: your inference server, a corporate gateway or an approved cloud model.

Knowledge

Regulations, policies and reference documents the agent cites in its decisions.

Tools

MCP servers for your systems, Primo RPA robots, Primo AI Server for document recognition and isolated code execution.

Policies

Versioned rules that a methodologist maintains without developers.

Scenario

Steps, hand-offs and confirmation points laid out on the canvas.

Audit

Every step, tool call and decision recorded from the first run.

Ready scenarios

  • Finance and accounting
  • Legal
  • HR
  • Procurement
  • Logistics
  • Records management

Build agents with your own team, together with Primo, or with a Primo partner. Find a partner →

Without a platform, every home-built agent has to implement approvals, permissions, logging and versioning in its own code. Primo Epic delivers them as one shared layer, independent of the model.

Platform

What Primo Epic provides besides the model

01Rights
Users sign in through Keycloak, Active Directory or your OIDC provider. An agent never has more rights than the employee who launched it, and rights are checked on every action, not only at the start.
02Guardrails
Step limits, a tool allow-list, input and output filters and personal-data masking. They are enforced by platform code, independently of the model: if the model makes a mistake, the guardrails stop the action.
03Human-in-the-loop
Reading runs without stops. Writing to an accounting system, a payment or a rejection to a counterparty waits for an employee, who sees a card with the before, the after and the reasoning. Responsibility stays with the employee.
04Audit trail
Who decided what, which rule was applied and which agent version ran. A record you can show to your security team and auditors.
05Versioned policies
A methodologist updates rules without developers. When a regulation or the model changes, tasks already running finish on the version they started with.
06Execution runtime
Queues, workers, checkpoints and a confirmation queue. Designed for thousands of documents a month, not for single questions in a chat.
07Connectors
MCP servers for ERP, CRM, office and document systems. Primo RPA robots for systems without an API, and Primo AI Server for high-volume document recognition.Primo RPA Orchestrator →Primo AI Server →

What makes an AI agent acceptable in an enterprise is not what it can do but how far it can be controlled. Primo Epic puts that control in the platform, not in the prompt.

Control

Two layers of control, one of them independent of the model

Policy — your rules

  • —Company rules for the case, written from your regulation: wording for the model, severity and a citation of the clause
  • —Maintained by a lawyer or methodologist, versioned, and published without a programmer
  • —The model reads the rules and follows them. As with any language model, it can miss one

System checks — enforced by platform code

  • —Run limits: steps, tokens and time per task
  • —Allowed tools: anything outside the list is blocked or sent for confirmation
  • —Input and output filter: stop words and instructions injected through document text
  • —Personal-data masking in model responses
  • —Reaction is set per check: block, send for confirmation or mask. Values are set for the platform and refined per agent or step

Changes to documents and data wait for an employee’s decision on each edit. Confirmation rules are fixed when the agent is published, and at run time they can only be tightened. By default, no action that changes data runs without it.

A decision that cannot be explained cannot be audited. For every task, the platform keeps a record of what the model decided, which tool it used and who approved the result.

Traceability

Every decision can be reconstructed afterwards

Every model step

Each step of the agent with its duration and the tokens the model used, so a run can be replayed in order.

Every tool call

Which tool the model called, with what arguments, and what came back.

Every decision on an edit

The clause, the rule code and severity, the original and proposed text, the model’s reasoning and who accepted or rejected it.

Every system check that fired

Limits reached, blocked tools and filtered content appear in the same record as the step that triggered them.

Every hand-off

When the assistant passes a request to a specific agent, the record shows to whom and why.

A separate audit log

Permission grants and revocations, role changes, blocked accounts and denied access attempts. Logs can be exported to external systems, including SIEM.

Control and records only matter if the platform fits into the corporate security model. Access, execution and tool connections follow the rules your security team already applies.

Security

Built to pass your security review

Inside your perimeter

The platform, data, files and logs are stored on your servers and no telemetry leaves. Outbound connections go only to the model, connected systems and tools you approve.

See deployment architecture →

Your sign-in and groups

Users sign in through your OIDC provider or the bundled Keycloak, with groups from LDAP or Active Directory. The platform stores no passwords of its own.

Roles and object permissions

Four roles define sections and actions. Permissions at four levels control access to each agent, model, server and policy. Rights are checked on the server for every action, and refusals are logged.

Agents act with the user’s rights

An agent acts on behalf of the employee who set the task and cannot do what that employee is not allowed to do. Each employee sees only their own conversations.

Tools reviewed by security

A tool server is marked as trusted by an administrator only after your security review. Until then, any action that is not read-only needs confirmation.

Isolated code execution

Code the agent writes for calculations runs in a disposable container with no network access. Access tokens for models and tools are stored encrypted.

The case for an agent is made in hours and dollars. A simple model shows the order of magnitude; the pilot then measures the real figures on your own documents.

Economics

Benefits measured in employee hours and dollars

Illustrative calculation

Documents a month that need manual handling
1,000
Manual time per document
12 min
Employee time a month
200 hours
Fully loaded cost per hour (assumption)
$25–50

Cost of manual handling per year

$60,000–120,000

At scale

  • —At 25,000 documents a month, checking each by hand at the same 12 minutes takes about 5,000 hours a month — roughly 30 full-time employees.
  • —At the same hourly cost, that is $1.5–3 million a year of checking work. The agent takes over the routine share; employees keep the exceptions.
  • —The pilot replaces these assumptions with a baseline measured on your documents: time per document, share processed without manual handling, accuracy against your rules and token cost.

Illustrative calculation, not a customer result. The hourly cost is an assumption for a fully loaded back-office specialist; replace it and the volumes with your own. The share of work the agent takes over is measured in the pilot.

Not every process is a fit. Here is an honest read on where Primo Epic performs best, and where it may not be the right call yet.

When Primo Epic is the right choice

Good fit

  • —Contracts, invoices, applications or reports that must be checked against a written regulation
  • —Decisions that need a reasoned, auditable trail an internal auditor can follow
  • —Exceptions that robots currently pass to employees
  • —Data that has to stay inside the company perimeter
  • —Scanned documents, with Primo AI Server providing recognition

Watch out for

  • —No written regulation or rule set to base decisions on
  • —No success criteria agreed before the pilot
  • —No route to a language model: an accelerator server, a corporate gateway or an approved cloud model
  • —Processes that must run fully unattended; today a task is started by an employee or by a calling system
  • —Environments that require a specific security certification of the platform; requirements are reviewed before the pilot
Pilot and rollout

One process, about a month,
metrics agreed before the start.

1week
Process assessment
Volumes, exceptions, regulations, systems and security requirements. The baseline is recorded before the pilot.
2–3weeks
Pilot on one process
A working agent in your perimeter, measured on a control sample of your own documents.
4
Metrics agreed before the start
Share processed without manual handling, time per exception, accuracy against your rules and token cost.
1
Platform for every next agent
The access policy is written from the pilot results. Next agents reuse the same policies, rights model and audit; security reviews only their rights.

Timelines are typical for a first agent and depend on infrastructure readiness and the scope of rules. The figures describe the delivery approach, not customer results.

FAQ

Questions about Primo Epic

What is the difference between a model and an agent?

A model can answer questions. An agent can finish the work.

Business does not pay for well-written text. It pays for completed work: a contract reviewed against policy, an invoice reconciled and ready for posting, a disputed case delivered to the right person with the justification already attached.

A model saves time on a single request. An agent removes manual work from the flow: for example, 25,000 documents a month can pass with almost no human involvement, and people handle only the exceptions.

Only an agent can be allowed into systems of record. It has rights, limits, an audit trail and a human who confirms irreversible actions. A model stays in the chat; an agent enters the process.

Why is an LLM alone not an agent?

  • —No actions. A model answers with text. An agent takes action.
  • —No tools. A model cannot open a record in the ERP, look up a policy clause or call an RPA robot.
  • —No process memory. It does not know that the task is on step 3 of 7, that an employee has already decided, or that the regulation changed yesterday.
  • —No pause. An agent stops when it finds a discrepancy, waits for a human decision and continues. A model just returns an answer.
  • —No rights. A model knows nothing about Active Directory or that an employee is not allowed to see salaries. An agent works strictly within the rights of the person who launched it.
  • —No accountability. A model’s answer cannot be signed off and audited later. An agent leaves a record: who decided what, which rule was applied and which version ran.
  • —No specialisation. An agent is built for a specific function, such as legal, accounting or procurement, with its own regulations, steps and allowed tools.
  • —No flow. A model answers once. An agent works through thousands of documents a month under one scenario, with metrics and reporting.

In short: the LLM is the brain. The agent is the brain plus hands, tools, memory, rights and rules. The platform provides everything except the brain.

What does Primo Epic provide besides the model?

The LLM is the engine, and an engine without a car goes nowhere. Primo Epic is everything else that turns the model into an employee your security team will allow into accounting systems and contracts:

  • —Rights. Sign-in through Keycloak, Active Directory or your OIDC provider. The agent cannot have more rights than the employee who launched it, and rights are checked on every action.
  • —Guardrails. Step limits, a tool allow-list, input and output filters and personal-data masking. They work independently of the model: even if the model makes a mistake, the guardrails stop it.
  • —Human-in-the-loop. Reading runs freely. Writing to an accounting system, posting a payment or rejecting a counterparty happens only after an employee confirms, on a card showing what it was, what it will become and why.
  • —Audit trail. Who decided what, which rule was applied and which agent version was used.
  • —Versioned policies. A methodologist updates rules without developers. Running tasks continue on the version they started with.
  • —Agent builder and ready agents. Ready scenarios for finance, legal, HR, procurement, logistics and records management; your own agents on a no-code canvas.
  • —Connectors and execution. MCP servers, Primo RPA robots for systems without an API and Primo AI Server for document recognition. Queues, workers, checkpoints and a confirmation queue, built for thousands of documents a month.

Without a platform, every team has to build approvals, rights, logging and versioning in code for each agent.

Can the agent write into accounting or ERP systems?

Yes, with an employee’s confirmation.

Reading is not restricted. By default, any action that writes data, posts a document or triggers a payment waits for an employee’s decision. The employee sees a card with the original value, the proposed change, the rule applied and the reasoning. Responsibility stays with the employee. Systems with an API are connected through MCP servers; systems without one, through Primo RPA robots.

Who is responsible for the agent’s actions?

An agent as a whole cannot be signed off, but four specific decisions can. Responsibility is shared by four roles:

  • —Agent author — publishes the agent version.
  • —Administrator — sets the guardrails after the security review.
  • —Methodologist — maintains the versioned policy.
  • —Employee — decides on every individual change.

All sign-offs, the step log and the access log stay inside your environment.

What happens if the regulation or the model changes?

Running tasks are not affected.

  • —Policies are versioned. A new revision does not affect tasks that already started; they finish on the version they began with.
  • —The model is a catalog entry. Switching it does not require rebuilding agents.
  • —Quality is re-checked on a control sample before the switch.

How does human-in-the-loop work?

  • —The agent reads and analyses freely.
  • —Any action that changes data waits for confirmation.
  • —The employee sees a decision card: original text or value, proposed change, regulation clause and the model’s reasoning. Each change is accepted or rejected separately.
  • —Confirmation rules are fixed when the agent is published and can only be tightened at run time.
  • —By default, no data-changing action runs without approval.

Can we build our own agents?

Yes. Primo Epic includes a no-code builder: agents are assembled from ready blocks — model, knowledge, tools, policies, scenario and audit. You can:

  • —use ready agents for common tasks: contract review, invoice verification, spreadsheet analysis, policy questions;
  • —build your own agents with your team;
  • —build them together with Primo or a partner.

Do we need new infrastructure or a large GPU farm?

No. You can start small.

  • —The platform itself runs on CPU servers, with Docker Compose or Kubernetes.
  • —For the model, you can use your existing inference server, a corporate gateway or a cloud model approved by your security team. Any OpenAI-compatible model works.
  • —GPUs are needed only if you host the model yourself, and capacity is added as volume grows.
  • —A typical start is two servers: one for the platform, one for the model. Hardware is added as the number of users and agents grows.

Why do most AI agent pilots fail to reach production?

By industry estimates, only around 7–10% of AI pilots launched in 2025 reached production.

The main reason is accountability. Until someone can sign off on the agent’s actions — with rights, an audit trail and human approval for changes — security and audit will not let it into real systems. Primo Epic provides that control layer, so the first approved agent becomes the template for the next ones: security reviews only the new agent’s rights.

How does Primo Epic work with existing RPA robots?

Agents decide; robots execute.

A robot repeats steps that are written down. When an exception falls outside its script, the agent handles it: it collects the documents and data, checks them against your rules and either prepares the result for approval or hands the decision to an employee with its reasoning. When a system has no API, the agent calls a Primo RPA robot through Orchestrator. The robot stays deterministic and controlled, and both run under the same rights and audit.

Does data leave our perimeter?

No.

The platform, data, files and logs stay on your servers, as does the model if you host it. No telemetry is sent out. Outbound connections go only to the model, systems and tools you explicitly approve. With a locally hosted model, the platform works without internet access.

What savings can we expect?

Savings depend on the process. On high-volume document flows such as contracts, invoices and claims, typical patterns are:

  • —thousands of employee hours a month moved from manual review to exception handling;
  • —the equivalent of dozens of full-time employees freed for higher-value work on the largest flows;
  • —shorter processing time and fewer errors against your rules.

As an illustration, 1,000 documents a month at 12 minutes each is 200 hours of employee time, or $60,000–120,000 a year at a fully loaded cost of $25–50 per hour. Exact figures are calculated in the assessment and pilot from your volumes and current manual effort.

How long does a pilot take?

About a month for one process:

  • —1 week — process assessment and baseline metrics;
  • —2–3 weeks — pilot on one process with success criteria agreed before the start;
  • —access and policy rules are finalised based on the pilot results.

After the first agent is approved, the next agents reuse the same policies, rights model and audit.

Related reading
RPA and AI Agents: How They Work Together in Enterprise →

Agents decide. Robots execute. How RPA and AI agents work together — and why confusing the two cuts straight-through rates from 90% to 60%.

Architecture5 min read
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