Process automation for B2B operations

Automate repeatable work without automating away control

We connect inboxes, documents, ERP, catalog and support systems into workflows that handle routine cases and route uncertain or sensitive decisions to the right person.

Review a process See starting points
  • AI with explicit rules
  • Human approval boundaries
  • Traceable decisions and fallbacks
01
CaptureReceive email, document or API event
02
ClassifyIdentify the case type
03
DecideCheck policies and confidence
04
ActUpdate ERP or CRM
05
AuditStore decision evidence

Operating model

A controlled workflow has five clear jobs

Each stage has a defined input, decision boundary and owner. That makes failures visible and keeps automation from becoming a black box.

  1. 01

    Capture

    Receive email, document or API event · Extract the relevant fields · Flag missing information

  2. 02

    Classify

    Identify the case type · Apply business rules · Set priority and ownership

  3. 03

    Decide

    Check policies and confidence · Request approval where required · Route exceptions with context

  4. 04

    Act

    Update ERP or CRM · Notify the responsible team · Create the next task

  5. 05

    Audit

    Store decision evidence · Track errors and service levels · Review and improve the workflow

Useful starting points

Start where volume, rules and exceptions are already visible

The first workflow should be frequent enough to measure, narrow enough to understand and safe enough to run with a manual fallback.

AP · DMS · ERP

Invoice to ERP posting

Read invoices, match supplier and purchase-order data, post complete cases and send exceptions to accounts payable with the missing context attached.

Sales operations

Order exception handling

Detect price, stock or address problems, resolve policy-covered cases and route the rest to the correct owner before they block fulfilment.

PIM · Commerce

Catalog enrichment

Normalize attributes, suggest product copy, map categories and put uncertain or commercially sensitive fields into an approval queue.

Service operations

Support triage

Classify tickets, retrieve relevant knowledge, prepare a response and hand low-confidence or sensitive cases to a support specialist.

Pilot baseline

Measure the process before you scale the automation

A pilot needs a baseline and a review rhythm. These four measures show whether the workflow is genuinely reducing work without hiding new failure modes.

SLA adherence

Share of cases completed inside the agreed service window.

Cycle time

Elapsed time from intake to a completed or explicitly escalated case.

Manual touch time

Minutes of human work required for each completed case.

Exception rate

Cases sent to review, correction or the manual fallback path.

Proposed automated action
Policy and confidence gateRouted
Automatic actionHuman reviewManual fallback

Every path keeps the source, decision context and responsible owner attached to the case.

Control by design

Sensitive actions need boundaries, not a disclaimer

Automation is useful only when teams can see why an action happened, stop it when needed and recover without losing the case.

Approval boundaries

Define which values, actions and confidence levels always require a person.

Data handling

Limit source data, retention and regional processing before the workflow goes live.

Traceable decisions

Keep inputs, rules, model output, approval and final action connected in one record.

Manual fallback

Preserve ownership and context when a connector, rule or model cannot continue safely.