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SOLUTIONS

Workflows for every team that runs the business.

Pick a function to see an example workflow, the capabilities it uses and a sample monitoring view. Examples use fictional data.

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Operations
Automate repetitive business processes
Customer Onboarding validates a new customer, classifies the account with an AI step, updates the CRM and notifies the team.
1. New customer signup
2. Validate customer
3. AI classification
4. Priority is high?
5. Create CRM record
Explore Operations
Finance
Automate invoice and approval workflows
Invoice Approval reads an invoice, validates it, routes it for approval and posts it to accounting.
1. Invoice received
2. Extract & validate
3. Finance approval
4. Post to accounting
5. Notify finance
Explore Finance
Sales
Automate lead processing and CRM workflows
Lead Qualification scores incoming leads, updates the CRM and alerts the right owner.
1. New lead
2. AI lead scoring
3. Qualified?
4. Create CRM record
5. Notify owner
Explore Sales
Customer Support
Automate ticket routing and escalation
Support Escalation classifies and summarises tickets, applies a priority rule and escalates urgent issues.
1. Ticket created
2. Classify & summarise
3. Urgent?
4. Escalate to on-call
5. Notify support lead
Explore Customer Support
IT
Automate internal operational workflows
Access Request checks policy, collects approval, provisions access and records an audit entry.
1. Access requested
2. Check policy
3. Manager approval
4. Provision access
5. Write audit entry
Explore IT

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Turn repetitive business processes into reliable, observable workflows.

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