Beyond Spreadsheets: Automate Business Workflows
A step-by-step guide to automating business workflows with AI agents. Learn four simple steps, real-world examples, and best practices.
A step-by-step guide to automating business workflows with AI agents. Learn four simple steps, real-world examples, and best practices.
Practical playbook for operations automation agents that handle invoice intake, procurement, IT provisioning, and contract triage so ops teams focus on exceptions.
Practical playbook for HR automation agents that handle resume screening, scheduling, offer drafting, onboarding, and payroll checks so people teams focus on people.
Practical guide to customer onboarding agents that send welcome flows, parse contracts, run activation checks, nudge users, and create clean handoffs so customers see value fast.
Practical guide to revenue ops agents that clean CRM data, speed quotes, route leads faster, and produce better forecasts so teams close more deals.
Legal document automation agents handle contract reviews, compliance checks, NDA management, e-signatures, and reporting so your legal team can focus on strategy.
Project automation agents handle task scheduling, resource balancing, deadline alerts, risk management, and reporting so teams focus on delivery.
Finance automation agents handle expense submissions, budget checks, invoice processing, forecasting, and reporting so you save time and reduce errors.
Procurement automation agents handle POs, approvals, vendor onboarding, contracts, invoice matching, and spend analysis so you save time and money.
Support agents automation handles ticket intake, chat, escalation, feedback, and reports so you boost satisfaction and free your team.