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Built around workflows, not features

Seven workflow patterns we deploy again and again. Each one names the division of labor up front: what the agent owns, and what stays with your people.

Support Triage

Every request classified, routed, and drafted before a person touches it, in the ticket system you already run.

AI DOESClassify and route requestsDraft responses from your knowledge baseResolve known, repeatable issues
PEOPLE KEEPEscalations and angry customersNovel problemsFinal say on anything sensitive

Knowledge & Policy

Policy, benefits, and procedure questions answered instantly, with the source document cited every time.

AI DOESAnswer from your documents, with citationsFlag outdated or conflicting policiesTrack what people actually ask
PEOPLE KEEPPolicy decisions and exceptionsSensitive or personal casesOwning the source content

Finance Operations

Reconciliation, invoice matching, and anomaly checks that run continuously, with approval gates on money movement.

AI DOESMatch invoices, POs, and receiptsReconcile accounts continuouslyFlag anomalies with evidence
PEOPLE KEEPEvery payment approvalDisputes and vendor relationshipsJudgment calls on exceptions

Data & Analytics

Plain-language questions against your databases. The agent writes the SQL, runs it, and shows its work.

AI DOESWrite and run governed SQLProduce recurring reportsExplain what changed and why
PEOPLE KEEPInterpretation and decisionsData governance and definitionsWhat gets measured at all

Document Intake

Forms, applications, claims, and attachments extracted, validated, and filed into your systems without retyping.

AI DOESExtract and validate fieldsFile into the system of recordRoute incomplete submissions back
PEOPLE KEEPBorderline and exceptional casesApplicant relationshipsAcceptance decisions

Proposal & RFP Work

First drafts assembled from your past proposals and project record, so your senior people start at 70% instead of zero.

AI DOESAssemble first drafts from past workMatch requirements to your experienceKeep the boilerplate current
PEOPLE KEEPWin strategy and pricingClient-specific positioningThe final read before it ships

Meeting-to-Action

Decisions and commitments captured from meetings and turned into tracked tasks in the tools your teams already use.

AI DOESCapture decisions and ownersCreate and track follow-up tasksChase status before the next meeting
PEOPLE KEEPThe decisions themselvesAccountability for resultsWhat deserves a meeting at all

Which workflow is costing you the most?

Discovery scores your workflows against these patterns and ranks where an agent pays off first.

Start an AI Work Discovery Sprint