Operations · Workflow
One workflow that calls your agents
A new order starts one workflow. It hands the work to three agents, each doing its own job.
The problem
A single customer order touches planning, the customer and finance. Each step waits for someone to notice the one before.
Where a person decides
- Large order? A person approves. Anything over the amount you set.
What you need
- Business: unlimited workflows and agents, triggers and schedules.
- Works with
Shopify
Exact Online
Outlook
Webhooks - Each run shows its price in euros before it runs, and is paid from your workspace balance.
Start · Shopify
New order
A webhook from your shop or ERP
Agent
Planning agent
Reads the order and puts the work on the board
Agent
Customer agent
Writes the order confirmation with the date
Asks first
Large order? A person approves
Anything over the amount you set
Agent · Exact Online
Finance agent
Checks the customer’s open invoices first
How it runs, the way the workflow canvas shows it.
More jobs like this
Check every supplier invoice
Invoices are read from the PDF, checked, and passed on for payment once a person approves.
OperationsAn inbox that sorts itself
Every new email is read, labelled and filed out of the inbox. Urgent ones become a task for a person.
Customer supportYour support desk on one board
Every request becomes a ticket. An agent sorts it and drafts the answer. A person checks it and sends.