Example workflows
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Support ticket classification and draft response
Tickets are classified and prioritised, order data is looked up in Shopify, a sourced draft reply is prepared and an agent approves…
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Invoice and document intake with human approval
Supplier invoices from a shared mailbox are extracted, matched and coded, approved in Teams where needed and passed to the accounting system…
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Enquiry to CRM record and booked appointment
A new enquiry becomes a clean HubSpot record, an approved reply and a booked meeting, with the account owner approving before anything…