Real workflows for real operational problems.

All workflows

1. W1

   Invoice & Receipt Extraction

   Reading, validating, and filing incoming invoices and receipts — from the email landing in your inbox to the data sitting in your accounting system.

   View spec2 runnable scenarios

   Trigger

   New email in the billing inbox (or a file dropped in a shared folder)

   Human checkpoint

   Any invoice that fails a validation rule or lands below the confidence threshold goes to a human before anything touches the books. Approvals above your spend threshold always stay human.

   Delivered as

   Workflow AutomationDocument & Data Processing

2. W2

   Instant Lead Routing & Follow-Up

   The path a lead takes from “form submitted” to “owner is working it”: routing, enrichment, notifications, follow-up sequencing, and the safety net when someone doesn’t respond.

   View spec2 runnable scenarios

   Trigger

   New lead from any source — website form, ad platform, email, or referral partner

   Human checkpoint

   Humans own every conversation. The workflow only decides who gets the lead, when they’re reminded, and when the manager hears about silence — all from rules you approve in writing.

   Delivered as

   Workflow AutomationLead & Sales Ops Automation

3. W3

   Support FAQ Agent with Human Escalation

   First-line handling of repetitive support questions: classification, context lookup, answer drafting from your knowledge base, and routing — so agents spend their day on the tickets that need a person.

   View spec2 runnable scenarios

   Trigger

   New ticket or message in your helpdesk or shared inbox

   Human checkpoint

   The agent never improvises. Anything outside the approved low-risk categories — refunds, complaints, low-confidence classification, unhappy sentiment — goes to a human who receives the draft, the customer context, and one-click send.

   Delivered as

   AI Agents & AssistantsSystems Integration

4. W4

   Automated Client Reporting

   Assembling and delivering the recurring report: pulling numbers from source systems, computing period-over-period changes, filling your template, QA-checking for anomalies, and sending it on schedule.

   View spec2 runnable scenarios

   Trigger

   Schedule (e.g., every Monday 07:00) or period-close event

   Human checkpoint

   Any report tripping the anomaly rules waits for human review before delivery. Clients never receive a report with obviously broken numbers — and the summary commentary can always get a human edit before sending.

   Delivered as

   Workflow AutomationLead & Sales Ops Automation

5. W5

   Client Onboarding: Contract → Kickoff

   Everything between “contract signed” and “kickoff happened”: creating the client workspace, sending intake and welcome sequences, booking the kickoff, chasing what’s outstanding, and telling the owner when onboarding stalls.

   View spec2 runnable scenarios

   Trigger

   Contract signed in your e-signature tool (webhook), or deal marked won in the CRM

   Human checkpoint

   Humans run the kickoff and the relationship. The workflow handles provisioning and chasing — and reminder cadence and copy are yours, approved in the spec, with a hard stop so no client is ever spammed.

   Delivered as

   Workflow AutomationSystems Integration

6. W6

   CRM Data Entry Automation

   Getting data that already exists somewhere — an email thread, an order spreadsheet, a signup form — into the CRM as clean, deduplicated, correctly-linked records, without anyone typing it twice.

   View spec2 runnable scenarios

   Trigger

   New row in the ops spreadsheet, new order/deal email, or an updated record in any connected tool

   Human checkpoint

   Ambiguous duplicates — records that might match but conflict on data — land in a review list with both versions side by side. A human decides merges; the workflow never guesses on records that matter.

   Delivered as

   Workflow AutomationDocument & Data Processing