AI Workflow Examples

AI Workers for Real Business Work.

Not chatbots. AI agents and workflows that read documents, pull data from your systems and prepare real work across sales, finance, procurement, operations and customer service, with your team approving where it matters.

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A team reviewing an AI-prepared workflow
Prepared by AI✦
Approved by your team
AI Solutions

AI Workers for Real Business Work

Not chatbots. AI agents that carry out specific tasks inside your departments, and hand the final decision to your team.

  • Takes the repetitive load off your sales desk, from first enquiry to CRM update.

    See how
AI Sales Agent
Example workflow tasks
  • Process incoming leads
  • Analyse RFQs
  • Prepare quotation drafts
  • Follow up with prospects
  • Update CRM
Prepared by AI · Approved by your team

Examples of workflows we deploy. Each one is scoped to your processes, data and systems during the AI Workflow Assessment.

Workflows, Department by Department.

What AI takes on in each area, where your team stays in control, and the systems it typically works with.

AI Sales Agent

Takes the repetitive load off your sales desk, from first enquiry to CRM update.

What AI handles
  • Reads incoming leads and RFQs from email and forms
  • Matches requested items to your catalogue
  • Drafts quotations using pricing from your ERP
  • Prepares follow-ups for open quotes
  • Updates the CRM once a quote is sent
Your team stays in control
  • Approve every quotation before it is sent
  • Handle negotiation and pricing exceptions
Connects toEmailERPCRMWhatsApp

AI Finance Agent

Keeps receivables and routine finance work moving without chasing spreadsheets.

What AI handles
  • Reads and processes incoming invoices
  • Identifies outstanding and overdue payments
  • Drafts collection reminders per customer
  • Compiles routine financial reports
  • Prepares data for reconciliation
Your team stays in control
  • Approve reminder batches before they go out
  • Decide on disputes, credit and write-offs
Connects toAccounting / ERPEmailWhatsAppExcel

AI Procurement Agent

Turns purchase requirements and vendor responses into clear recommendations.

What AI handles
  • Collects supplier quotations from email
  • Extracts line items from vendor PDFs
  • Builds side-by-side vendor comparisons
  • Drafts a purchase recommendation
  • Tracks purchase order status
Your team stays in control
  • Choose the supplier
  • Approve purchase orders
Connects toEmailERPExcelPDFs

AI Operations Agent

Watches operational data and flags what needs a person’s attention.

What AI handles
  • Pulls data from operational systems
  • Generates daily and weekly reports
  • Monitors workflows against agreed rules
  • Flags exceptions as they happen
  • Routes escalations to the right person
Your team stays in control
  • Act on exceptions and escalations
  • Set the thresholds and rules that matter
Connects toERPDatabasesSheetsEmail

AI Customer Service Agent

Resolves routine requests using your own knowledge, and hands off the rest.

What AI handles
  • Understands incoming customer requests
  • Looks up order status in your systems
  • Answers routine questions from company knowledge
  • Creates support tickets with full context
  • Escalates complex issues to your team
Your team stays in control
  • Handle complaints and complex cases
  • Approve anything outside standard policy
Connects toWhatsAppEmailCRMERPDocuments

AI Management Intelligence

Brings information from across your systems into one view for decision-makers.

What AI handles
  • Combines data from ERP, CRM and other systems
  • Prepares a regular management briefing
  • Summarises performance against targets
  • Surfaces important exceptions
  • Answers follow-up questions from the data
Your team stays in control
  • Make the decisions
  • Define what matters and what to report
Connects toERPCRMDatabasesSheets

Examples of workflows we deploy. The exact scope, systems and approval points for your business are defined during the AI Workflow Assessment.

See it in action

How Repetitive Work Becomes an AI Workflow

One example, step by step: a request for quotation that used to pass through several people and systems, now prepared by AI and approved by your team.

RFQ to quotationExample workflow
Running
TriggerStep 1 of 6

A Customer Emails an RFQ.

The request arrives the way it always does — by email, with a PDF attached. Nothing changes for the customer.

Map a workflow like this

Illustrative workflow. Steps and approval points are designed around each business.

Workflow Examples

What AI Deployment Looks Like in Practice

Manufacturing · Sales

RFQs Turned Into Quotation Drafts, Ready for Approval

Before

Each RFQ read, priced and typed up by hand from several systems.

With AI

AI reads the RFQ, checks pricing and drafts the quote for your team to approve.

Learn more

Illustrative examples of workflows we deploy, not client case studies.

Which Workflow Would You Start With?

Tell us about the work that's taking your team the most time. We'll help you decide whether AI should take it on, and what a first deployment would look like.

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