Business workflows

Real processes, rebuilt as intelligent systems

Six workflows we build again and again — each pairing AI execution with explicit human checkpoints, so automation moves fast without moving out of control.

Invoice intake & posting

Finance

Invoices arrive as PDFs in shared inboxes and someone re-types every line into the ERP — slowly, and with errors that surface at month-end close.

Trigger

Invoice email received

Gmail / Outlook · attachment detected

AI extract

Fields & line items extracted

Matched against the PO in the ERP

Approval

Controller reviews exceptions

Only low-confidence or mismatched items

Outcome

Clean record posted to ERP

Receipt in Slack · audit log retained

Human control

High-confidence invoices post automatically; anything ambiguous waits in a review queue with the source document side-by-side.

Operational outcome

Days of manual entry become minutes of exception review, with a complete chain of custody per invoice.

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Lead qualification & follow-up

Sales & Marketing

Leads go cold waiting for a human to notice them; qualification is inconsistent and follow-up depends on who is at their desk.

Trigger

New lead captured

Website form · HubSpot / Salesforce

AI qualify

Scored, enriched & segmented

Firmographics and intent signals

Approval

Rep approves outreach draft

On-brand template, fully editable

Outcome

Sequenced follow-up runs

Every touch logged in the CRM

Human control

Marketers approve message templates and tone rules up front; reps approve individual sends where deals are sensitive.

Operational outcome

Every lead gets a response in minutes, and sales opens each call with full context.

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Support triage & resolution

Customer Experience

Routine tickets queue behind complex ones, first response times stretch, and agents answer the same questions daily.

Trigger

Ticket or chat opened

Zendesk · Intercom · email

AI resolve

Cited answer from your docs

RAG over verified help content

Approval

Agent reviews sensitive replies

Sentiment triggers human takeover

Outcome

Resolved or escalated briefed

Resolution feeds the knowledge base

Human control

You define which intents the assistant may close autonomously; everything else becomes a drafted reply an agent approves.

Operational outcome

Routine volume resolves instantly while human agents concentrate on conversations that need judgment.

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Employee onboarding

People Operations

New hires wait days for accounts and equipment because onboarding lives in a checklist nobody fully owns.

Trigger

Offer accepted in ATS

Signed offer starts the workflow

AI orchestrate

Accounts, access & docs prepared

IT, payroll, and workspace tasks fan out

Approval

Manager confirms access levels

Least-privilege by default

Outcome

Day-one ready

Status visible to HR at every step

Human control

Managers approve system access and hardware; HR sees a live status board instead of chasing checklists.

Operational outcome

Onboarding shrinks from a week of coordination to an automated sequence with clear owners for the human steps.

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CRM ↔ ERP reconciliation

Revenue Operations

Sales and finance trust different systems; records drift apart and leadership reconciles conflicting numbers by hand.

Trigger

Record changes in either system

Event-driven, bidirectional sync

AI match

Records mapped & validated

AI-assisted matching for messy data

Approval

Ambiguous matches reviewed

Dry-run before any bulk write

Outcome

One trusted record everywhere

Change-data log per field

Human control

Admins set per-field sync rules; ambiguous record matches queue for human review instead of silently merging.

Operational outcome

One version of every customer, order, and invoice — with drift surfaced instead of discovered.

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Campaign production & launch

Marketing

Campaign production is a bottleneck: briefs wait on copy, copy waits on review, and personalization gets flattened to batch-and-blast.

Trigger

Campaign brief approved

Audience pulled from live segments

AI generate

On-brand variants per segment

Inside approved tone and claims rules

Approval

Marketer approves final set

Frequency caps enforced in-pipeline

Outcome

Launch, measure, reallocate

Every send traceable to its rule

Human control

Nothing sends without a marketer's approval on the template set; suppression lists and consent state are enforced at the data layer.

Operational outcome

Campaign volume scales with data instead of headcount, without losing brand control.

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Which process is costing you the most?

Bring it to a strategy call — we'll map it into a workflow like the ones above and estimate the impact before you commit to anything.

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