Possible use cases
Where could
automation help?
Eight ways to approach everyday business processes.
Open an example to explore a possible workflow.
These are illustrative possibilities, not customer projects. Feasibility and scope depend on your systems, data and approval requirements.
FinanceInvoice handling
Extract invoice details, check records and route approvals, with exceptions reviewed by your team.
The everyday challenge
Your team copies details from incoming invoices, checks them against records and chases approvals.
A possible workflow
An automated workflow could extract invoice details, check for missing information or duplicates, match records and route the invoice to the right approver. Exceptions would go to a person for review; payment would remain subject to approval.
Discuss a similar workflowCustomer operationsCustomer enquiries
Sort incoming requests, find relevant information and prepare responses for review.
The everyday challenge
Requests arrive in a shared inbox and someone has to read, categorise and forward each one.
A possible workflow
An AI agent could identify the request, retrieve relevant information from approved sources and draft a response for review. Routine requests could be routed automatically, with unclear or sensitive cases handed to the team.
Discuss a similar workflowPeople operationsEmployee onboarding
Coordinate setup tasks, reminders and approvals so new starters are ready for day one.
The everyday challenge
Each new starter triggers a series of emails, checklists and handoffs between HR, IT and a manager.
A possible workflow
A connected workflow could prepare an onboarding checklist, create setup tasks and remind owners about outstanding steps. Access requests would follow your existing approval process, with progress visible in one place.
Discuss a similar workflowBusiness operationsRecurring reporting
Bring together agreed data and prepare regular reports with a reviewable summary.
The everyday challenge
Someone gathers figures from several systems, updates a spreadsheet and writes the same weekly summary.
A possible workflow
An automated workflow could collect agreed data, check for missing inputs and prepare a report on a schedule. AI could draft a summary linked to the source figures, with a person reviewing the result before it is shared.
Discuss a similar workflowSales operationsLead intake & follow-up
Capture enquiries, update the CRM and prepare the next action for your sales team.
The everyday challenge
New enquiries sit in email or forms while someone checks the details, updates the CRM and decides who should respond.
A possible workflow
A connected workflow could capture the enquiry, check for missing details or duplicate records, create a CRM entry and assign the next action. AI could draft a follow-up for review, with your team deciding what to send.
Discuss a similar workflowPurchasingPurchase requests & approvals
Gather purchase request details and route them through the appropriate approval steps.
The everyday challenge
Staff send purchasing requests in different formats, and someone has to gather the details and find the right budget owner.
A possible workflow
An automated workflow could collect the required information, route requests according to your approval rules and remind the responsible person. Approved requests could create the next task or record, with purchasing commitments subject to your controls.
Discuss a similar workflowInternal supportFinding answers in company knowledge
Help staff find answers in approved internal sources, with references they can check.
The everyday challenge
People repeatedly ask colleagues where to find a policy, procedure or answer hidden across documents and internal tools.
A possible workflow
An AI assistant could search approved internal sources, return a draft answer with references and direct unanswered questions to an owner. Access would follow the user’s permissions, with people able to verify the source information.
Discuss a similar workflowOrder operationsOrder intake & status updates
Prepare order entries, flag missing details and share status from confirmed records.
The everyday challenge
Orders arrive by email or attachment, then staff re-enter the details and check other systems to answer status questions.
A possible workflow
A workflow could extract order details, validate required fields and prepare an entry in the relevant system. Missing information or unusual orders could go to a person, while status updates could use confirmed system records.
Discuss a similar workflowWork with Articent Labs
Your process is the starting point.
We can help define the scope, connect the right systems and test a first version, with clear approval steps and ownership.