What we automate.
Four teams, four example workflows. Each one step by step, where the AI sits and where a person decides, and the wall we crash it into before anyone relies on it.
In every example
- AI stepsMarked. Fixed rules run before and after each one.
- Person stepsMarked. No message to your customers without a person.
- The wallOne of the 8 checks, shown at the step it hits.
- Your versionBuilt for your workflow, quoted after the review.
Inbound lead to the right owner.
Lead research and scoring, routing, CRM updates, follow-up drafts.
- 01StartA lead arrives from your form or inbox
- 02RuleDuplicates are dropped
- 03RuleThe company is looked up
- 04AI stepAI scores the fit against your rules
- 05RuleA rule picks the owner
- 06PersonThe owner approves the follow-up draft
- 07ResultThe CRM is updated
Signed client to a ready first week.
Documents, accounts, welcome steps and handoffs.
- 01StartThe deal is marked won
- 02RuleAccounts are created in your tools
- 03RuleThe document checklist goes out, with reminders until each one is in
- 04AI stepAI checks each document against what was asked for
- 05PersonAnything missing or unclear is parked for a person
- 06ResultThe welcome is sent from your template
- 07ResultA handoff note reaches the delivery owner
The Monday numbers, nobody copying cells.
Weekly numbers pulled, checked and sent without anyone copying cells.
- 01StartThe schedule fires on Monday morning
- 02RuleNumbers are pulled from each source
Crashed here
One source goes down and a named person is told exactly which step failed.
- 03RuleTotals are checked against fixed rules and last week
- 04PersonAnything that looks wrong is flagged to the report owner, not sent
- 05AI stepAI drafts the summary lines from the checked numbers
- 06ResultThe report goes to the team
Approvals that do not wait in an inbox.
Approvals, reconciliation, alerts and handoffs between tools.
- 01StartA request arrives: a refund, an expense, an access change
- 02RuleIt is checked against your fixed rules
- 03RuleInside the rules, it is approved and logged
- 04PersonOutside them, it goes to the approver with the context attached
Crashed here
Nothing touches money without a person, unless a fixed rule allows it.
- 05RuleRecords are reconciled between your tools
- 06ResultMismatches raise an alert to a named owner
Under all four: the part a platform team would own.
Retries, parked failures, replay-safe runs, a failure alert and spend limits come with every system, whatever the team. Large companies keep a platform team for this.
Your workflow is not on this page. Bring it.
These are examples. On the free 30-minute review we pick one workflow of yours, name the wall it would hit, and you leave with a fit decision and a recommended next step.