Service
AI Workflow Automation
We automate one repeated handoff — classify, draft, and update a system of record — and stop before anything reaches a customer without a person.
The problem
The same request gets read in an inbox, retyped into a sheet, and chased again in a CRM. The delay is not a strategy problem. It is copying.
Who it is for
Operations leads at B2B service firms whose team answers the same kind of inbound request every day.
Use cases
Inbox to a next action
A client email is classified, a reply is drafted, and a person approves it before it is sent.
Missing information
The workflow asks a fixed set of follow-up questions when a request arrives incomplete.
Status that matches the record
Once someone signs off, the status is written to the system you already use.
Deliverables
- A map of the current path and the single path we will automate.
- The automated steps, with an approval point before any customer-facing action.
- A short operating note: what it handles, what it refuses, and who owns it.
Limits
- We do not replace your inbox, your CRM, or your team's judgment.
- We do not turn on messages to customers until you approve the rule.
- A process with no owner does not become reliable because a model is attached.
How it runs
01
Pick the queue
We choose one inbound queue and the delay you actually feel.
02
Mark the approval
We write down the step a person must still take.
03
Run it on samples
You see the drafts and the misses before it touches live work.
04
Leave the note
Your team gets the operating note and the access they need.
Questions
Will this send email on its own?
Not in the first release. Drafts wait for a person. Sending can be added later, under a rule you have already watched work.
Which tools can it write to?
The systems you already run, through an account scoped to that job. We do not ask for admin rights we do not need.