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Automation

Workflows mapped from trigger to result.

Twelve common automation patterns, shown as clear diagrams. Each is a plan we adapt to your tools — not a live connection.

Illustration of an automation pipeline from trigger through AI to actions

01 / 12 — Orchestration

AI agent command center

Coordinate specialized agents with a human approval step before customer-facing actions.

Dashboard concept showing an incoming task routed through an AI agent command center, with a human approval step before the outcome is recorded.
Incoming task
Route to agent
Approve action
Record outcome

Orchestration

AI agent command center

Coordinate specialized agents with a human approval step before customer-facing actions.

  1. Incoming task
  2. Route to agent
  3. Approve action
  4. Record outcome

Workflow design

n8n business automation

A proposed n8n-style workflow connecting lead intake to follow-up and reporting.

  1. Trigger
  2. AI agent
  3. CRM
  4. WhatsApp
  5. Email
  6. Analytics

Sales operations

Lead generation automation

Capture inquiries, classify intent and hand qualified opportunities to the sales team.

  1. Website & forms
  2. Qualify lead
  3. CRM
  4. Sales pipeline

Customer service

Customer support AI

Draft answers from approved sources and escalate uncertain requests to a person.

  1. Customer message
  2. Knowledge base
  3. AI draft
  4. Human escalation

Messaging

WhatsApp follow-up

Plan opt-in customer follow-ups with CRM context and a reviewable message history.

  1. New inquiry
  2. Consent check
  3. Agent draft
  4. Follow-up

Campaigns

Marketing operations

Turn an approved campaign brief into channel-ready drafts and performance reports.

  1. Brief
  2. Content draft
  3. Review
  4. Distribution
  5. Measure

Orders

Commerce operations

Keep order, inventory and customer updates synchronized through event-driven workflows.

  1. Order
  2. Payment event
  3. Stock update
  4. Fulfillment
  5. Notification

Business intelligence

AI data automation

Normalize operational records and surface exceptions for review before reporting.

  1. Data sources
  2. Extract
  3. Validate
  4. Dashboard

Agentic systems

Multi-agent system

Specialized agents collaborate over approved tools while maintaining traceable decisions.

  1. Sales agent
  2. Support agent
  3. Research agent
  4. Shared context

Integrations

Enterprise workflow

Connect existing systems with approval points instead of replacing the tools your team knows.

  1. ERP
  2. CRM
  3. API layer
  4. People
  5. Analytics

Development

AI developer studio

Design, test and release tool-using assistants with clear input and output boundaries.

  1. Prompt
  2. Tools
  3. API
  4. Test
  5. Deploy

Operations

Business operating system

A connected operating model that keeps work visible across departments.

  1. People
  2. Applications
  3. Automation
  4. Data
  5. Decisions