Take the handoffs out of multi-step work, and keep the approvals that matter.
Requests that pass between inboxes, spreadsheets and systems are routed, checked and completed automatically — using rules where the logic is fixed and AI where the input is messy — with people approving the steps that carry risk.
- 01Capture the request
- 02Interpret unstructured input
- 03Validate and route
- 04Approve
- 05Execute across systems
- 06Monitor and handle exceptions
The workflow
Operations, finance, procurement and HR teams running recurring processes such as onboarding, purchase approvals, vendor setup or order exceptions across several systems.
- Work moves by email and a shared spreadsheet tracks where each request is.
- The same data is entered into two or three systems by different people.
- Requests wait for someone to notice them, and nobody knows the true cycle time.
- Audit questions mean digging through inboxes to rebuild what happened.
Capture the request
SystemRequests from forms, email or system events are captured in one place with a consistent set of fields.
Interpret unstructured input
AIWhere requests arrive as free text or attachments, the model extracts the details and flags anything missing or ambiguous.
Validate and route
SystemBusiness rules check the request against policy and reference data and route it to the right queue or approver.
Approve
PersonThe approver sees the request, the checks already run and anything flagged, and approves, rejects or sends it back.
Execute across systems
SystemApproved actions are carried out through system APIs — records created, accounts provisioned, notifications sent.
Monitor and handle exceptions
PersonFailed steps and stalled requests appear on an exceptions board for the process owner to resolve.
Where people stay in control
Approval steps stay wherever your policy requires them, and the approver sees exactly what the automation checked. AI is used to read and summarize input, not to approve. Every step, decision and system change is logged with who or what performed it.
- End-to-end cycle time per request
- Share of requests completed without rework
- Manual touches per request
- Number and age of open exceptions
Data and integrations
- A current process map, even an informal one, and the policy it follows
- API or integration access to the systems each step touches
- Reference data used for validation, such as vendor, employee or cost-center lists
- A sample of recent requests, including exceptions
Realistic boundaries
- Processes that change every few weeks should be stabilized before they are automated.
- Steps in systems without APIs may need screen automation, which is more fragile and needs monitoring.
- Accountability for approvals stays with the named approver, not the automation.
How we build it
- AI Workflow AutomationAdd AI judgment — reading, classifying, deciding within limits — to multi-step processes, with rules where rules work and people where judgment matters.
- Business Process AutomationMap a process end to end, remove the manual handoffs and automate the rules-based steps, with exceptions routed to the right person.
- AI AgentsAgents that take approved actions across your tools, with permissions, review points and monitoring built in.
- AI IntegrationConnect AI models and assistants to your CRM, ERP, databases, knowledge stores and APIs — with identity, logging and fallbacks that production systems need.
- Financial ServicesDocument review, knowledge access, fraud signals and customer operations — built with the controls and auditability the sector expects.
- Logistics & Supply ChainShipping documents, exception handling, planning and visibility across carriers, warehouses and partner systems that were never designed to talk to each other.
- Healthcare & Life SciencesAdministrative documents, prior authorizations, knowledge access and regulated content workflows — built for privacy, clinical oversight and careful claim boundaries.
- Public SectorAccessible resident services, case and correspondence handling, and knowledge access for staff — built with transparency, security and equitable service in mind.
Questions buyers ask
Often most of a workflow is fixed rules, and conventional automation is cheaper and more predictable. We use AI only for the steps that need it — reading free text, classifying messy input, drafting — and say which is which in the design.
Yes. We build on your existing systems and, where it fits, on no-code platforms your team can maintain. Custom code is used where the logic or volume requires it.
Map this workflow with us.
Tell us about the workflow or product. We reply with questions, a suggested first step and who would work on it.