Workflow library
Autonomous workflows, ready to deploy
Each workflow ships with specialist agents, system integrations, approval gates, and a live dashboard.
18 workflowsTrigger → DashboardHuman-in-the-loop ready
Workflow
Lead-to-Cash
Trigger: New lead or inquiry
Lead Intake Agent · Qualification Agent · Sales Follow-Up Agent
Workflow
Case-to-Resolution
Trigger: New support case
Support Triage Agent · Knowledge Agent · Escalation Agent
Workflow
Invoice-to-Pay
Trigger: Invoice received
Invoice Extraction Agent · Vendor Verification Agent · Approval Routing Agent
Workflow
Quote-to-Order
Trigger: Quote request
Quote Agent · Pricing Agent · Approval Agent
Workflow
Document-to-Decision
Trigger: Document uploaded
Document Reader Agent · Compliance Checker Agent · Missing Information Agent
Workflow
Request-to-Approval
Trigger: Internal request submitted
Intake Agent · Routing Agent · Approval Agent
Workflow
Hire-to-Onboard
Trigger: Offer accepted
HR Agent · IT Provisioning Agent · Onboarding Comms Agent
Workflow
Procure-to-Pay
Trigger: Purchase need
Procurement Agent · Supplier Agent · Approval Agent
Workflow
Order-to-Delivery
Trigger: Order placed
Order Agent · Inventory Agent · Dispatch Agent
Workflow
Report-to-Board
Trigger: Reporting cycle
Data Collection Agent · Finance Summary Agent · Operations Summary Agent
Workflow
Claim-to-Settlement
Trigger: Claim filed
Claims Triage Agent · Document Agent · Fraud Check Agent
Workflow
Patient-to-Payment
Trigger: Patient inquiry
Intake Agent · Insurance Agent · Billing Agent
Workflow
Permit-to-Approval
Trigger: Permit request
Intake Agent · Document Checker Agent · Routing Agent
Workflow
Complaint-to-Recovery
Trigger: Complaint received
Triage Agent · Resolution Agent · Recovery Agent
Workflow
Ticket-to-Resolution
Trigger: Ticket opened
Triage Agent · Knowledge Agent · Escalation Agent
Workflow
Stock-to-Replenishment
Trigger: Stock threshold breach
Inventory Agent · Procurement Agent · Forecasting Agent
Workflow
Inquiry-to-Booking
Trigger: Inquiry received
Concierge Agent · Booking Agent · Confirmation Agent
Workflow
Job-to-Completion
Trigger: Job scheduled
Scheduling Agent · Field Update Agent · Invoice Agent
Featured visualization · Workflow ROI Cards
Each workflow has a trigger, the agents, the systems. and the dollar value
Twelve productized workflows broken into the four numbers your CFO will ask about.
Client scenario
CoralKey Resorts & Villas · Saint Lucia
3 properties140 rooms96 staff2,900 interactions/mo$8.7M revenue
Workflow
Live
Inquiry-to-Booking
Trigger · Web or WhatsApp inquiry
Capture the lead, answer rate/availability questions, and convert to a confirmed booking.
Live flow
312 / mo
T
C
D
A
X
P
M
Systems · PMS → WhatsApp → Email
Human approval · Rate override > 15%
Response
7h → 5m
Conversion
+14%
Monthly value
+$31K
Workflow
Live
Booking-to-Arrival
Trigger · Booking confirmed
Personalized pre-arrival itinerary, transfer planning, and dietary check-in.
Live flow
269 / mo
T
C
D
A
X
P
M
Systems · PMS → Email → WhatsApp
Human approval · VIP itinerary review
Pre-arrival NPS
+9 pts
Setup time
2h → 6m
Monthly value
Loyalty lift
Workflow
Live
Guest Request-to-Resolution
Trigger · In-stay request via app or call
Route housekeeping, F&B, and concierge requests to the right team, track until resolved.
Live flow
526 / mo
T
C
D
A
X
P
M
Systems · PMS → Ops chat
Human approval · Comp > $50
Unresolved
−57%
Avg resolution
42m → 11m
Monthly value
+9 CSAT
Workflow
Live
Complaint-to-Recovery
Trigger · Negative review or complaint
Detect, triage, and personally recover at-risk guests before they post publicly.
Live flow
50 / mo
T
C
D
A
X
P
M
Systems · CRM → PMS
Human approval · Manager sign-off
Recovery rate
+38%
Public escalations
−61%
Monthly value
Reputation
Workflow
Live
Upsell-to-Purchase
Trigger · 48h pre-arrival window
Personalized spa, F&B, and excursion upsells tied to guest profile and weather.
Live flow
188 / mo
T
C
D
A
X
P
M
Systems · PMS → Payments
Human approval · None. auto-priced
Upsell revenue
+$22K/mo
Attach rate
+19%
Monthly value
+$22K
Workflow
Live
Invoice-to-Payment (Events)
Trigger · Event or corporate stay closes
Compile billing detail across PMS + F&B, route for signature, chase to payment.
Live flow
38 / mo
T
C
D
A
X
P
M
Systems · PMS → Finance → e-Signature
Human approval · Finance lead
Cycle time
6d → 1.5d
DSO
−42%
Monthly value
Cash flow
Ready to deploy digital workers?
Start with an Agentic Value Scan. We find the trapped value, design the workflows, and ship the agents.