AI Automation
Automate the work between systems.
Requests, records, messages and approvals move on their own, in the order your business needs. You decide, step by step, how far AI may go without a person.
Build your AI workforceRun a workflow.
Switch between Assist, Approve and Execute, run it, and select any step to see what it does.
AI does the work. A person approves before anything leaves your systems.
The point where a person decides before anything goes out.
Approves what goes out
The parts of a workflow.
Every automation is built from the same seven kinds of step.
- TriggerWhat starts the work: a form, a message, a call or a schedule.
- AI stepUnderstands, classifies, drafts or decides within your rules.
- ConditionA branch on your criteria: qualified or not, urgent or not.
- ToolAn action in another system: send a message, book a slot, look something up.
- ApprovalWhere a person decides before the work continues.
- System of recordWhere the result is written: your CRM, ERP or case system.
- OutcomeThe result, recorded and reported to whoever needs it.
Assist, Approve or Execute.
Start in Assist, and move a workflow to Execute once you have seen it work.
Assist
AI prepares. A person acts.
- AI drafts and prepares every step
- A person reviews and sends
- A good place to start: you see everything first
Approve
AI acts. A person approves what leaves.
- AI does the work end to end
- A person approves anything that leaves your systems
- Internal steps run on their own
Execute
AI acts within your limits.
- AI completes the workflow on its own
- Sensitive actions and exceptions still go to a person
- For high-volume work you understand well
Workflows by function.
Patterns we start from. Each is adapted to your systems, rules and approvals.
- Sales
- Inbound lead
- Qualify against your criteria
- Reply with meeting times
- Update the CRM
- Support
- Ticket received
- Classify and draft an answer
- A person approves refunds
- Close the ticket
- Finance
- Invoice received
- Match it to the order
- Flag any mismatch
- A person releases payment
- HR
- Application received
- Screen against the role
- A recruiter approves the shortlist
- Book the interview
- Operations
- Maintenance request
- Triage by urgency
- Raise the work order
- Update the requester
Build your AI workforce.
Start with a concept for your first AI employee, then scope it with us in an assessment.