Your AI + Efficiency Experts

AI & Workflow Automation

AI & Workflow Automation

 
 
 

AI-Powered Workflows

Design, build, and run internal workflows that connect systems, reduce manual work, and provide audit-ready visibility.

End-to-end flows cover data ingestion and quality checks, human approvals, governed AI decision-making, systems integrations, and immutable audit trails.


Don’t Just Automate, Build Workflows

Automations from Agentic AI are capable of making decisions, but research shows 95% of business implementations fail.

What is an AI-powered workflow?

An AI-powered workflow is a business process with clear steps that blends rules, AI assistance, and human approvals.

A typical flow: capture information → check it → have AI help classify or extract details → route for approval when needed → update your systems → record an audit trail.
This type of system is closer to an “assembly line with guardrails,” not a black box.

Example:

A customer uploads a document → the system checks it and pulls out key fields → if something’s missing, it asks for a quick review → approved data is written to your CRM/ERP → a dashboard shows time saved and issues caught.

AI-powered workflow vs agentic AI and automations

Agentic AI (autonomous “agents”)

  • What it is: Software that decides both what to do and how to do it with minimal guidance.

  • Strengths: Great for exploration and internal prototypes.

  • Limits: Less predictable, harder to audit, and riskier for compliance-sensitive work.

Simple automations (rules/“if-this-then-that”)

  • What they are: Triggers and rules that move data or send messages when a condition is met.

  • Strengths: Fast, inexpensive, very reliable for well-defined tasks.

  • Limits: Can’t understand messy documents or handle judgment calls.

AI-powered workflows (our default)

  • What they are: Step-by-step processes that use AI where it helps, keep humans in the loop for exceptions, and log every action.

  • Strengths: Predictable, auditable, and measurable; fits regulated and operations-heavy teams.

  • Limits: Requires light process mapping up front (we handle this with you).


Comparison

Criteria Simple Automations Agentic AI AI-Powered Workflows
Predictability High Low High
Handles messy docs No Sometimes Yes (with review)
Human approvals Limited Unclear Built-in
Audit trail Basic Spotty Complete
Best for Repetitive rules Exploration / prototyping Back-office operations

When to use what

  • Use simple automations for straight-line, repeatable tasks (e.g., copy a record, send a notification).

  • Use agentic AI to experiment or draft ideas where accuracy isn’t critical.

  • Use AI-powered workflows when the process is crucial to your business and you need speed, accuracy, and a record of what happened.

What we deliver

  • Back-office workflows: intake → validation → routing → approvals → notifications → system updates.

  • AI where it helps: document understanding, data extraction, smart suggestions.

  • Integrations: CRM/ERP, email/SMS, storage, finance tools, vendor APIs.

  • Dashboards & ROI: throughput, exception rate (items needing manual review), payback period, and dollars saved.

How we work

  1. Discovery: map the current process with operators; define success metrics (e.g., fewer exceptions, shorter cycle time).

  2. Build: ship a production workflow in weeks with approvals, logging, and monitoring.

  3. Operate: maintain and improve continuously, guided by your metrics.


Have a manual workflow in mind?

Tell us about it!