Workflow Automation

Automation that respects your operating model.

We automate the tasks suited to automation — and keep humans responsible for the tasks that require judgement.

Automation examples

Twelve everyday workflows we frequently scope.

Website form to CRM
Customer email classification
Lead assignment
Appointment scheduling
Invoice extraction
Document approval
Employee onboarding
Customer follow-up
Report generation
Support ticket routing
Supplier request handling
Internal notifications

Workflow structure

  1. 01
    Trigger
    Form submission, inbound email, scheduled event
  2. 02
    Validation
    Required fields, allowed values, source checks
  3. 03
    AI-supported processing
    Classification, extraction, drafting
  4. 04
    Business rule
    Route, hold, escalate based on policy
  5. 05
    Human approval
    Reviewer confirms sensitive items
  6. 06
    System update
    CRM, ticketing or document store
  7. 07
    Notification
    Requestor and responsible team informed
  8. 08
    Audit record
    Inputs, decisions and outcomes logged

Modes of automation

Rule-based automation

Deterministic logic executed exactly the same way each time.

AI-supported automation

AI proposes, drafts or classifies within business rules.

Human-in-the-loop

AI prepares work; a human approves before it takes effect.

Fully manual review

AI provides suggestions or context only; a person acts.