◆ 04 — Workflow Automation
Quote-to-cash, lead routing, invoice processing, reporting — quietly handled by agents running on your infrastructure, so your team compounds instead of copy-pastes.
§ Real-world builds
Revenue ops
When a quote is approved, the agent generates the order, updates the CRM, kicks off invoicing, and notifies fulfillment — without a human copy-pasting between five systems.
Outcome — Days off the sales-to-cash cycle; zero manual re-keying.
Marketing → sales
Every inbound lead is enriched with firmographic data, scored against your ideal customer profile, and routed to the right rep with a briefing note attached.
Outcome — Hot leads reach a rep in minutes with context, not hours later.
Finance
Inbound invoices are parsed, coded to the right GL account, matched against POs, and dropped into your accounting system for approval — no more spreadsheet purgatory.
Outcome — AP team focused on exceptions instead of data entry.
Reporting
Every Monday, the agent assembles the numbers, pulls the highlights, drafts the narrative, and drops the report into the exec team's inbox or Slack.
Outcome — No more Sunday-night deck assembly for the Monday standup.
Support
Incoming tickets are categorized, prioritized, and answered directly when the question is routine — with humans looped in only for the ones that actually need them.
Outcome — Support costs down, response times down, CSAT up.
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