AI automation servicesWorkflow / integration / operationMX — Remote

One recurring process. Connected systems.
A result the operation can verify.

AI automationfor businessworkflows.

Workflow engine / ordered execution

We redesign one recurring process across documents, support, CRM, ERP, OMS, PIM, commerce, and internal APIs. Every automated action gets an owner, an acceptance rule, an exception path, and an audit trail.

Assess one workflow

Scope before softwareHuman checkpoints where neededMeasured after release

Start where work stalls.

A viable automation has a recurring trigger, enough context to decide, a system where the action belongs, and a finish that can be checked. These are four places we can begin without pretending the whole company is one workflow.

01Service operations

Support triage and resolution.

Input
Ticket, customer, order, product, or policy context.
Work
Retrieve authorized knowledge, classify intent, prepare the permitted answer or action, and route exceptions.
Finish
Resolved inside policy or assigned to a person with the relevant context attached.
02Document operations

Document intake without retyping.

Input
Email, PDF, spreadsheet, form, invoice, or application.
Work
Extract fields, validate business rules, compare records, and write approved data to the operating system.
Finish
Accepted record with source evidence or a named exception ready for review.
03Revenue operations

Sales and CRM handoffs.

Input
Lead, account activity, inbound request, or renewal signal.
Work
Enrich approved data, apply qualification rules, draft follow-up, schedule, and update the CRM.
Finish
Routed opportunity with the decision criteria and next action recorded.
04Commerce operations

Catalog, order, and return work.

Input
Catalog change, order event, inventory mismatch, return, or support request.
Work
Read commerce, OMS, PIM, ERP, and policy context; prepare the valid update or approval.
Finish
Approved system change, customer response, or exception with a complete trace.

Four parts make automation operable.

Models handle only the judgment they are suited for. Deterministic rules, identity, APIs, queues, approvals, and logs carry the rest of the work.

01 / TRIGGER

Receive the work.

An event, document, request, schedule, or system state starts one versioned workflow.

02 / DECIDE

Apply context and rules.

Use authorized data, deterministic logic, and a model only where interpretation is required.

03 / ACT

Change the right system.

Call the permitted API with least privilege and request human approval for bounded decisions.

04 / PROVE

Record the finish.

Capture the action, outcome, exception, latency, run cost, and quality signal without logging private prompts.

ERP · CRM · OMS · PIM · AEM + CONTENT · ADOBE COMMERCE · MAGENTO OPEN SOURCE · SHOPIFY · IDENTITY · INTERNAL APIs

One workflow.
Four decisions.

The first release is deliberately narrow enough to evaluate and complete enough to expose real integration, exception, and operating costs.

01

Diagnose

Map inputs, decisions, handoffs, exceptions, owners, current cycle time, and the definition of done.

WORKFLOW MAP
02

Prove

Build an evaluation set, enumerate failure modes, choose human checkpoints, and model the cost per completed task.

ACCEPTANCE PLAN
03

Integrate

Connect identity, data contracts, APIs, interfaces, and operational systems in testable increments.

CONTROLLED RELEASE
04

Operate

Review exceptions, quality, latency, cost, and downstream effects; improve or roll back with evidence.

MEASURED OPERATION

Let the system act.
Keep a way back.

Production automation must explain who or what acted, which data it used, why it was allowed, and what happens when confidence or policy is insufficient.

IDENTITY

Permission before action.

Service identities, scoped credentials, tenant boundaries, data minimization, and explicit tool access.

EVALUATION

Quality before release.

Representative test cases, acceptance thresholds, adversarial inputs, regression checks, and failure review.

HUMAN REVIEW

Escalation by design.

Approvals for material actions, named exception owners, complete context, and no silent fallbacks.

OBSERVABILITY

Evidence after release.

Outcome traces, exception queues, quality and cost signals, release history, and a tested rollback path.

Measure the finish.
Not the demo.

Completed tasksException rateCycle timeRun costHuman review loadAcceptance quality

Tell us what enters the process, where it waits, which system owns the result, and who handles exceptions today.

Bring one workflow.
We'll map the system.

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