AI workflow examples
The best starting point is repeated work with clear inputs, an accountable owner, and an output the team already knows how to judge.
How to read these
Each map below shows a small operating system, not a single AI prompt. Triggers, fixed rules, model tasks, approvals, and system updates all have different jobs. The green nodes show steps a machine can run. The plain nodes show where a person starts, checks, or owns the work.
We would adapt the fields, thresholds, permissions, and exceptions to your business. A team processing 40 invoices a month needs a different control level from one processing 4,000.
Move every enquiry to a named owner in minutes, with the source and reason recorded.
Example workflow
Lead routing workflow
Receive the form or email and normalise fields.
Find company size, location, and service fit.
AutomatedApply the agreed fit and urgency rules.
AutomatedCreate the CRM task and notify the owner.
AutomatedRead supplier invoices, match known records, and hold exceptions before they reach payment.
Example workflow
Invoice processing workflow
Watch the accounts inbox for a new invoice.
Read supplier, number, date, tax, and total.
AutomatedCheck duplicates and compare with the purchase order.
AutomatedSend exceptions or high values to the right person.
Create the draft bill with the source attached.
AutomatedTurn an approved brief into a controlled production queue with clear reviews and publishing records.
Example workflow
Content pipeline workflow
Confirm audience, claim, sources, and owner.
Build a first draft within the supplied evidence.
AutomatedA subject expert checks accuracy and tone.
Send the final copy to the CMS and record the URL.
AutomatedClassify incoming tickets, draft known answers, and put urgent work at the top of the right queue.
Example workflow
Support triage workflow
Collect the request, customer tier, and account context.
Set topic, urgency, sentiment, and confidence.
AutomatedUse approved knowledge or request specialist review.
AutomatedAdd tags, ownership, and response target.
AutomatedCollect the same operating numbers every week and spend review time on changes that matter.
Example workflow
Weekly reporting workflow
Pull the fixed metric set from source systems.
AutomatedFlag missing data and movements outside thresholds.
AutomatedDraft short notes against targets and prior periods.
AutomatedA manager approves the final report.
Create a consistent start for every new client without chasing the same documents and tasks.
Example workflow
Client onboarding workflow
A signed agreement starts the workflow.
Open the project, folders, channels, and task template.
AutomatedSend the right checklist and secure upload links.
AutomatedRemind owners and flag missing requirements.
AutomatedOffer times once required inputs are complete.
Choosing the first build
Count how often the job runs, how long it takes, how many systems it touches, and what an error costs. Then list the common exceptions. A frequent, rules-heavy task with clean inputs is a strong first build. A rare negotiation with unclear ownership is not.
We normally start with one section that can produce a measurable result in four to eight weeks. That may be the routing step rather than the full sales process, or the document check rather than all of accounts payable.
Read our AI agent workflow guide for tasks that need controlled reasoning. For a build-ready assessment, review our consulting process.
Start with one workflow
We will map the current work and identify the smallest useful automation.