AI Workflows
Turn repetitive work into AI-powered workflows
Every business has work that happens again and again. Instead of manually coordinating every step, let AI help manage the process.
Planning
Understand what needs to happen.
Execution
Carry out the required work.
Coordination
Keep people and Digital Employees moving together.
Follow-up
Make sure important actions don’t get forgotten.
Approval
Bring humans in when decisions need human judgement.
Completion
Track work through to the outcome you want.
From task to completion, keep work moving.
Example workflows
New lead → qualified → booked
A new lead is reviewed, qualified and booked in without falling through the cracks.
Enquiry → answer → follow-up
A customer enquiry gets a prompt answer, then a follow-up to check it was resolved.
Content calendar → draft → approve → publish
Posts move from the calendar through drafting and approval to publishing.
Monthly report → gather → summarise → send
Numbers are gathered, summarised and sent out on schedule each month.
Invoice follow-up
Outstanding invoices are tracked and followed up until they’re settled.
New client onboarding
A new client is welcomed and guided through every onboarding step.
Approval where it matters
AI can carry a workflow forward, but you decide where a person needs to check the work before it goes out.
Common approval points
- Publishing content
- Sending proposals
- Refunds and exceptions
- Anything you choose
Frequently asked questions
Can I set my own workflows?
Yes. Workflows are built around the work your business already does, step by step.
Where do approvals fit in?
Wherever you decide they matter. A workflow can pause for a person before it moves on.
Can a workflow involve more than one Digital Employee?
Yes. Several Digital Employees can work through different stages of the same workflow.
Turn your repetitive work into a workflow
Keep work moving from task to completion, with approval built in wherever it matters.