AI workflow automation, built and run for you
AI workflow automation runs a multi-step business process from trigger to finish across your apps: a request arrives, gets checked, approved, recorded and confirmed. A model handles only the steps that need reading or judgment, and plain code handles the rest.
- Every item tracked by status from start to finish
- Approvals routed by amount, type or client
- Stuck items flagged before they miss a deadline
Processes that live in people's heads
Status sits in someone's inbox
Ask where a request is and someone has to search their email. There is no single list of what is waiting, on whom, and since when.
Handoffs drop work
Step three waits on a manager who never saw the message. Nobody notices until the client calls to ask.
The rules are tribal knowledge
Which approver handles which amount, which client gets which template: it lives in one long-tenured employee's memory.
What we build into each workflow
A workflow is a series of steps, each with a state, an owner and a deadline. We make all three explicit.
Written process spec
Every step, decision, owner and deadline documented from how the work is really done, including the exceptions people handle without thinking.
Triggers from your tools
Workflows start from a webhook, a new message in a shared mailbox, a form submission, a file landing in SharePoint or Google Drive, or a status change in your CRM.
Model steps where reading is needed
Classifying a request, pulling fields from an attachment or summarizing a thread. Output is validated against a schema before the next step runs.
Approval routing
Approvals reach the right person in Slack, Teams or email by amount, client or type, with reminders and a backup approver for when someone is out.
Deadlines and stuck-item alerts
Each item has a due time. Anything that sits too long in a step is escalated to a manager before it becomes a missed deadline.
Safe retries
Each step is idempotent, so a retry after a timeout does not create a duplicate invoice, ticket or email.
Workflows we automate
Client onboarding
Kickoff forms, access requests and setup tasks tracked to done.
Purchase order processing
POs checked, approved and sent to suppliers with confirmations tracked.
Bill approval
Vendor bills routed by amount with the PDF attached.
Daily field reports
Site notes and photos turned into the daily log.
Lead hand-off
Qualified leads passed from marketing to the right rep.
Legal matter workflows
Tasks and deadlines tracked from intake to close.
Why our workflows survive real volume
Exceptions designed in
We spend as long on odd cases as normal ones: the missing attachment, the duplicate request, the approver on vacation.
No duplicates on retry
A network blip or vendor timeout never creates two invoices or sends two emails, because every step checks whether it already ran.
One place to see status
Every item, its step, its owner and its age are visible to your team, so answering where something is takes seconds.
Rules your team can change
Approval limits, routing and templates sit in a settings table your staff can edit, not buried in code.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What is AI workflow automation?
Software that runs a multi-step process across your apps, using AI only where a step needs reading or judgment and plain code for the rest. Each item is tracked by status until it is done.
How is workflow automation different from RPA?
RPA bots click through screens like a person and break when a layout changes. We work through system APIs, which is steadier, and only fall back to screen-level automation when a system offers nothing else.
What if our process differs for every client?
That is common. Variations are captured as per-client rules or settings, and a model handles the free-text parts. Cases that fit no rule go to a person.
How do approvals work when the approver is out?
Each approval has a reminder schedule and a backup approver. If both miss the window, it escalates to whoever you name.
Can we change a rule ourselves after launch?
Yes. Thresholds, routing and templates live in a table your team can edit. Structural changes, such as adding a step, are part of our monthly work.
What happens if a workflow breaks mid-process?
The item stays at its last completed step and an alert goes out. Once the cause is fixed, it resumes from there instead of starting over.
See which process to automate first
Take the 2-minute AI audit for a ranked list of the processes in your business most worth automating.
- Follow real items for a week
We trace live requests from arrival to completion and write down every step, including the workarounds.
- Agree statuses and owners
Each item gets defined statuses such as received, waiting on client, approved and done, plus an owner for each. You sign off on this spec.
- Automate the most hated steps first
Handoffs and data entry that cause the most delay go first. Judgment calls stay with your team behind approval steps.
- Watch the queue and tune monthly
A view shows items by status and age. Each month we check where items stall and adjust routing or rules.