AI Process Automation for B2B
Remove busywork. Keep control.
Automate repeatable processes with AI and clear rules. Approvals, audit trails and measurable SLAs included.
How an automated process runs
Capture
Email/Docs/API
Extract data
Validate fields
Classify
Identify case
Apply rules
Set priority
Decide
Policy checks
Approval when needed
Risk flags
Act
Update ERP/CRM
Notify stakeholders
Create tasks
Audit
Logs and evidence
SLA and metrics
Improve
Example playbooks
Invoice ->ERP posting
Read invoices, verify supplier/P.O., post to ERP; route exceptions to AP for approval.
Order exceptions
Detect anomalies (price, stock, address), auto-resolve simple cases, escalate the rest with context.
Catalog enrichment
Normalize attributes, generate bullets, map categories and request approval for uncertain fields.
Support triage
Classify tickets, propose answers from KB, apply macros and hand off when confidence is low.
Typical pilot targets
>95%
SLA hit rate
-30-60%
Cycle time
-20-50%
Cost per task
60-85%
Automation rate
Governance and safety built in
- ✔ Roles and approvals for sensitive actions
- ✔ PII handling and regional policies
- ✔ Full audit trail
- ✔ Safe fallbacks and manual override
Start with one process and one KPI
Pick a high-volume task, define the target (SLA or cost), and iterate weekly with clear approvals.
Start a pilot