Flows

Four jobs we are asked for most

Not a catalogue and not a template library — these are the jobs enough companies come looking for by name that they are worth describing properly. Each one is built against your process, and runs in your own cloud.

A role describes everything a coworker for that team owns. A flow describes one job in the detail somebody evaluating it actually needs — the stages, the exceptions, and who still has to decide.

The four, and where each one belongs

Two of these are finance jobs and run on the same deployment. Every flow links back to the role it came from.

FINANCE
▣   New request
▣   Work completed

Invoice matching

Three-way matched against your ERP, with only the exceptions reaching a person — and the evidence already attached.

See the flow   →
CUSTOMER SUPPORT
IInternal ChatSlackGoogle ChatTelegramTeamsGmailOutlookZoomCCallsCCRMBBrowserEERP

Ticket triage

Read, merged, tagged and routed as tickets arrive — with the replies drafted from your own systems of record.

See the flow   →
SALES
SalesforceSlackGmailNotionPostgresZendeskSalesforceSlackGmailNotionPostgresZendesk

CRM updates

Calls logged, stages moved, contacts added and inbound routed — written the moment the work happens.

See the flow   →
FINANCE
▣   New request
▣   Work completed

Month-end close

Reconciled through the month, variances explained with the records attached, and the pack assembled before day one.

See the flow   →
WHY THESE FOUR

Chosen on demand, not on enthusiasm.

These are the jobs people actually go looking for by name. Plenty of things a coworker does well — release notes, bug triage, follow-up drafting — nobody searches for at all, so they stay on the role pages where they belong.

Every flow
BUILT FOR YOU
Every flow
YOUR CLOUD
Nothing here
PRE-BUILT
Exceptions
PART OF IT

Each one, in a line

Invoice matching

Three-way matched against your ERP, with only the exceptions reaching a person — and the evidence already attached.

Held for a person

Exceptions only

Matched invoices post
Variances wait for you

Ticket triage

Read, merged, tagged and routed as tickets arrive — with the replies drafted from your own systems of record.

Overnight queue
AI coworker37 read, 9 merged, 2 held for approval.
See the flow   →

CRM updates

Calls logged, stages moved, contacts added and inbound routed — written the moment the work happens.

Your repLog the Acme call.
AI coworkerLogged, stage moved, one contact added.

What every flow has in common

Whatever the job, the loop is the same — and the last two are the ones that make it safe to run.

Notice the workGather the contextRead the recordDecide the caseHandle the exceptionTake the actionWrite it backFile the evidenceChase the personReport the outcomeLog what it didHold what is yoursAsk when unsureStay in your cloud

Flows, and what they are not

The questions that come up as soon as a page like this looks like a product catalogue.

No. There is no catalogue and nothing switches on. These are the four jobs we are asked for most often, and each one is built against your process — your ERP, your queue, your CRM, your exceptions. What the page describes is the shape of the job, not a template waiting to be configured.

That is the normal case, and it is what a custom coworker is for. These four are here because enough companies go looking for them by name that describing them properly is useful. The work of building one is the same either way: walk the process once, exceptions included, and we build against it.

A role page describes everything a coworker for that team owns; a flow page describes one job in the detail somebody evaluating it actually needs. Invoice matching and month-end close both belong to the finance coworker, and the same deployment runs both.

Yes, and most do eventually. Teams generally start with one job, because a coworker built for one job can be judged on whether it did it, and then add the next once the first has stopped needing corrections.

It depends on how many systems the job touches and how quickly access is issued, and we would rather give you a real answer on a call than a number on a page. The part that is always true: you walk us through the work once, we build it, and it runs beside your team until its output stops needing corrections.

The close does not take five days because the accounting is hard. It takes five days because nobody can find anything.
— Why retrieval is the real work
Month-endto: AI coworker

Where are we before day one?

reconciled to yesterday✓ 1 break, 6 days old

Put an AI coworker
inside your own cloud.

Bring the job that never quite gets done, whether or not it is one of these four.

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