Custom workflows
Custom automation agents: from inbox to ERP, your way
Design, deploy, and orchestrate your own AI agents for document-centric operations, connecting intake, extraction, validation, and system entry into one governed workflow.
When point tools stop scaling
Most organizations run a patchwork of automation tools that each solve one slice of a workflow. The gaps between them fill with manual steps and data silos, and extending automation to the next department means buying and stitching yet another tool.
One place to build and orchestrate agents
The Automation Hub lets you design, deploy, and manage interconnected AI workflows: a control center where agents collaborate on your processes end to end:
- Prebuilt templates: ready-to-use starting points for common challenges in supply chain, distribution, and financial services.
- Visual flow designers: intuitive editors for composing flows from building blocks: extraction, classification, validation, human review, and system actions.
- Automated orchestration: agents hand work to each other with full traceability, reducing errors while coordinating AI-driven tasks across departments.
- Human-in-the-loop by design: insert review and approval steps anywhere judgment matters.
Where teams use it
- Supply chain and distribution: document handling, order processing, and inventory checks.
- Finance and lending: KYC/KYB validations, lending workflows, and credit reviews.
- Anything document-centric: if it arrives in an inbox and ends up in a system of record, you can automate the path between.
Start from a template, adapt it to your process, and let the models learn from your business data as they run.
Related agents
Inbox automation agent
Classify, prioritize, and file every email and attachment in your shared inbox automatically. The Inbox Automation agent links messages to business transactions so nothing gets buried.
See how the agent worksTicket auto-response agent
Generate context-aware, human-like replies to recurring support tickets from your history and knowledge base, cutting response times while keeping your team in control of every send.
See how the agent worksDocument extraction agent
Read PDFs, images, and emails and turn them into structured data automatically. The Document Extraction agent feeds validated fields straight into your ERP, CRM, and workflows.
See how the agent worksSee your inbox become an operations hub
See your own quotes, orders, and invoices processed in minutes.
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