4–8 weeks
Automation & Agentic Workflows
Automate the repetitive work that's costing you time and talent. Email triage, ops handoffs, customer intake—built to run reliably.
What You Get
Outcomes
Tangible results you can expect from this engagement.
Deliverables
What's Included
Concrete outputs you receive at the end of the engagement.
- 1 Workflow audit and automation opportunity assessment
- 2 Designed and deployed automation pipelines for priority use cases
- 3 Agentic workflow orchestration with monitoring and guardrails
- 4 Integration with existing systems (CRM, ERP, email, ticketing)
- 5 Operations runbook and escalation procedures
Who It's For
Recommended For
Measurement
Success Metrics
How we track and prove the impact of this engagement.
The Problem With Manual Workflows
Every organization has them: the processes that run on email chains, spreadsheet handoffs, and institutional knowledge. Someone triages the support inbox every morning. Someone else copies data between three systems. A coordinator spends half their day chasing status updates so they can compile a report.
These workflows are expensive not because any single step is hard, but because they’re constant. They consume your most capable people’s time on work that doesn’t require their expertise. And they break in quiet ways—a missed email, a misrouted ticket, a forgotten follow-up—that only surface when a customer complains or a deadline passes.
We focus on automating these workflows with AI that can handle the ambiguity that traditional automation can’t. An agentic system doesn’t just follow rules—it can read an email, understand intent, extract the relevant data, route it to the right person or system, and follow up if something stalls.
How We Approach It
We start by mapping your current workflows in detail—not the documented process, but the actual process. The gap between those two is usually where the real inefficiency lives. We shadow teams, review ticket logs, and quantify where time goes. This audit typically reveals that 40-60% of steps in a manual workflow are candidates for automation.
From there, we prioritize by impact and complexity. Quick wins—like automating email classification and routing—often go live within the first two weeks. More complex workflows, like multi-step customer intake with document processing and CRM updates, follow in subsequent sprints.
Every automation we build includes three things that most DIY efforts miss: confidence scoring (so the system knows when it’s uncertain), escalation paths (so humans catch what the system can’t), and observability (so you can see exactly what the system is doing and why).
What We’ve Automated
Common workflows we build include email triage and response drafting, customer intake and onboarding coordination, operations handoffs between teams, internal copilots that help staff navigate complex procedures, document extraction and data entry, and status reporting that pulls from multiple systems automatically.
The goal isn’t to automate everything. It’s to automate the predictable parts so your team can focus on the parts that actually need human judgment—the exceptions, the relationships, the decisions that matter.
Building for Reliability
Production automation has to work every time, not just in demos. We build with retry logic, circuit breakers, and graceful degradation as defaults. If a downstream API is slow, the system waits and retries. If it’s down, the system queues the work and alerts your team. If the AI component returns a low-confidence result, it escalates instead of guessing.
We also build monitoring dashboards so your operations team can see throughput, error rates, and escalation patterns in real time. This isn’t just for troubleshooting—it’s how you identify the next automation opportunity.
Risk Management
Risks & Mitigations
We plan for what can go wrong so you don't have to.
Automation breaks silently and errors compound
Every workflow includes health checks, alerting thresholds, and automatic fallback to human processing when confidence drops below defined levels.
Over-automation removes necessary human judgment
We map each workflow step for automation suitability. Steps requiring judgment, exceptions, or relationship context keep humans in the loop with AI-assisted decision support.
Integration fragility with legacy systems
We build integration layers with retry logic, circuit breakers, and graceful degradation. If a downstream system goes down, the automation queues work instead of failing.
Architecture
System Architecture
FAQ
Frequently Asked Questions
What's the difference between simple automation and agentic workflows?
Simple automation follows fixed rules: if X, then Y. Agentic workflows can reason about ambiguous inputs, make decisions within defined boundaries, and handle multi-step processes that would normally require human coordination. The key is appropriate autonomy—not every task needs an agent.
How do you handle edge cases the automation can't process?
Every workflow has a defined escalation path. When the system encounters something outside its confidence threshold, it routes to a human with full context about what it's seen and why it's escalating. Over time, we use these escalations to improve the system.
Will this integrate with our existing tools?
Yes. We build on top of your current stack—Salesforce, ServiceNow, Gmail, Outlook, Slack, Teams, and most systems with an API. We don't ask you to rip and replace. If a system doesn't have a clean API, we evaluate screen automation or middleware options.
What happens if we need to change the workflow later?
We build workflows to be modifiable, not monolithic. Business rules are externalized where possible, so your team can adjust thresholds, routing logic, and templates without redeploying code.
Ready to get started?
Let's scope a automation & agentic workflows engagement for your team. 30-minute call, no pitch deck.
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