AI automation servicesWorkflow / integration / operationMX — Remote
One recurring process. Connected systems.
A result the operation can verify.
AI automationfor businessworkflows.
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
02 / Where automation startsDefined input → traceable finish
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.
03 / Execution architectureThe model is not the workflow
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 / TRIGGERReceive the work.
An event, document, request, schedule, or system state starts one versioned workflow.
02 / DECIDEApply context and rules.
Use authorized data, deterministic logic, and a model only where interpretation is required.
03 / ACTChange the right system.
Call the permitted API with least privilege and request human approval for bounded decisions.
04 / PROVERecord 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
04 / Delivery sequenceEvidence before scale
One workflow.
Four decisions.
The first release is deliberately narrow enough to evaluate and complete enough to expose real integration, exception, and operating costs.
01Diagnose
Map inputs, decisions, handoffs, exceptions, owners, current cycle time, and the definition of done.
WORKFLOW MAP
02Prove
Build an evaluation set, enumerate failure modes, choose human checkpoints, and model the cost per completed task.
ACCEPTANCE PLAN
03Integrate
Connect identity, data contracts, APIs, interfaces, and operational systems in testable increments.
CONTROLLED RELEASE
04Operate
Review exceptions, quality, latency, cost, and downstream effects; improve or roll back with evidence.
MEASURED OPERATION
05 / Control planeAutonomy has a boundary
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.
IDENTITYPermission before action.
Service identities, scoped credentials, tenant boundaries, data minimization, and explicit tool access.
EVALUATIONQuality before release.
Representative test cases, acceptance thresholds, adversarial inputs, regression checks, and failure review.
HUMAN REVIEWEscalation by design.
Approvals for material actions, named exception owners, complete context, and no silent fallbacks.
OBSERVABILITYEvidence 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