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
- 01TriggerForm submission, inbound email, scheduled event
- 02ValidationRequired fields, allowed values, source checks
- 03AI-supported processingClassification, extraction, drafting
- 04Business ruleRoute, hold, escalate based on policy
- 05Human approvalReviewer confirms sensitive items
- 06System updateCRM, ticketing or document store
- 07NotificationRequestor and responsible team informed
- 08Audit recordInputs, 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.