Enterprise AI workflow library

See what AI can
actually do inside
your business.

Explore practical AI systems and agentic workflows built around real business processes, systems, decisions, and human checkpoints.

Explore workflows Design my AI workflow
AI assistant

Answers questions and generates information.

AI copilot

Assists a human while they perform work.

AI agent

Reasons, uses tools, and executes actions.

Multi-agent system

Specialized agents collaborate across a process.

Find a starting point

Complete workflows,
not isolated demos.

Filter by industry, business function, or AI type. Open any workflow for its process, systems, human checkpoint, controls, FAQs, and related use cases.

Showing 40 workflows

Technology & SaaS01
AI Agent

Autonomous Customer Support Resolution

Support teams switch between multiple systems to understand and resolve one customer issue.

Ticket, email or chat arrivesCustomer context, knowledge, diagnostics and resolution agents
FunctionCustomer Service
Autonomy4 - Autonomous within policy
Agent identityPermission-aware retrievalTool permissions
Read the full use case
Technology & SaaS02
Multi-Agent System

Agentic Software Engineering

Engineering teams lose time translating issues into tested, reviewed and deployable changes.

Jira or GitHub issue is createdRequirements, coding, testing and security review agents
FunctionEngineering
Autonomy3 - Act with Approval
Repository permissionsProtected filesBranch restrictions
Read the full use case
Technology & SaaS03
AI Copilot

SaaS Customer Success Agent

Customer success managers lack one reliable view of product health, support history and renewal risk.

Product health signal or renewal windowCustomer health, risk and outreach agents
FunctionCustomer Success
Autonomy2 - Recommend
Customer data permissionsCRM write accessOutreach approval
Read the full use case
Technology & SaaS04
Multi-Agent System

Product Intelligence Agent

Product feedback is fragmented across tickets, reviews, analytics, sales calls and feature requests.

New feedback or scheduled intelligence reviewFeedback clustering, trend and impact agents
FunctionProduct
Autonomy2 - Recommend
Source permissionsEvidence linksHuman prioritization
Read the full use case
Banking & Financial Services05
Agentic Workflow

Intelligent Loan Processing

Loan teams manually gather, verify and compare documents before a credit decision can be reviewed.

Loan application is submittedDocument, identity, risk and policy agents
FunctionFinance
Autonomy3 - Act with Approval
PII protectionSeparation of dutiesPolicy versioning
Read the full use case
Banking & Financial Services06
AI Agent

Fraud Investigation Agent

Fraud analysts spend hours collecting context from transactions, devices, locations and account history.

Transaction alert is createdInvestigation, entity and risk analysis agents
FunctionSecurity
Autonomy3 - Act with Approval
Least privilegeCase access controlsExplainable evidence
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Banking & Financial Services07
AI Copilot

Financial Advisor Copilot

Advisors need to synthesize client profiles, portfolios, market research and risk information before meetings.

Client review or meeting preparationResearch, scenario and presentation agents
FunctionSales
Autonomy2 - Recommend
Approved source listRole-based accessDisclosure checks
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Banking & Financial Services08
Multi-Agent System

AML Investigation Workflow

AML investigators manually resolve entities and assemble evidence across transaction and research systems.

AML alert is raisedEntity resolution, transaction graph and evidence agents
FunctionCompliance
Autonomy3 - Act with Approval
Source authorizationEvidence provenanceInvestigator approval
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Healthcare & Life Sciences09
AI Copilot

Clinical Documentation Copilot

Clinicians spend valuable time turning patient interactions into structured notes and coding suggestions.

Patient interaction is completeTranscription, clinical extraction and documentation agents
FunctionHealthcare Operations
Autonomy2 - Recommend
Patient data accessClinician identityNo autonomous diagnosis
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Healthcare & Life Sciences10
AI Agent

Patient Service Agent

Patients need answers across appointments, records, billing and common questions, often across disconnected systems.

Patient request arrivesIdentity, intent and service agents
FunctionCustomer Service
Autonomy4 - Autonomous within policy
Identity verificationMinimum necessary accessSensitive-topic escalation
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Healthcare & Life Sciences11
Agentic Workflow

Prior Authorization Intelligence Workflow

Prior authorization teams spend time collecting evidence, interpreting policy and tracking submissions.

Treatment authorization is requestedRecord retrieval, policy and documentation agents
FunctionOperations
Autonomy3 - Act with Approval
Patient consentPayer policy versioningHuman review
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Healthcare & Life Sciences12
Multi-Agent System

Life Sciences Research Agent

Researchers need to connect literature, trials, internal findings and structured scientific knowledge.

Scientific question is submittedLiterature, trial, knowledge graph and evidence agents
FunctionResearch
Autonomy2 - Recommend
Approved sourcesCitation provenanceResearcher access
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Insurance13
AI Agent

Claims Processing Agent

Claims teams review documents, images, policies and fraud signals across multiple systems.

Claim is submittedDocument, policy, damage and fraud signal agents
FunctionOperations
Autonomy3 - Act with Approval
Claim access policyEvidence linksAdjuster approval
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Insurance14
AI Copilot

Underwriting Copilot

Underwriters need a clear risk summary across applications, historical data and policy rules.

Insurance application arrivesEnrichment, risk and policy analysis agents
FunctionFinance
Autonomy2 - Recommend
Data lineageRule versioningUnderwriter review
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Insurance15
AI Agent

Insurance Customer Service Agent

Policyholders need quick answers and simple policy actions without navigating complex policy language.

Customer request arrivesPolicy, account and action agents
FunctionCustomer Service
Autonomy4 - Autonomous within policy
Identity verificationPolicy permissionsAction allowlist
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Insurance16
Agentic Workflow

Renewal Intelligence Agent

Renewal teams need to understand changing risk, policy history and customer behavior before outreach.

Policy enters renewal windowPolicy history, risk and outreach agents
FunctionSales
Autonomy2 - Recommend
Customer permissionsPricing approvalOutreach review
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Retail & E-commerce17
AI Agent

Shopping Agent

Customers need help translating intent into product choices, comparisons and an approved cart.

Customer expresses a shopping intentPreference, product and inventory agents
FunctionSales
Autonomy3 - Act with Approval
Catalog permissionsPrice accuracyCustomer approval
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Retail & E-commerce18
AI Agent

Customer Service & Returns Agent

Returns and order questions require repetitive lookup across orders, policies, risk checks and fulfillment systems.

Customer asks about an order or returnOrder, policy and risk agents
FunctionCustomer Service
Autonomy4 - Autonomous within policy
Identity verificationRefund limitsRisk checks
Read the full use case
Retail & E-commerce19
Agentic Workflow

Inventory Optimization System

Merchandising and planning teams balance demand, promotions, supply and inventory across disconnected signals.

Scheduled forecast or supply disruptionDemand forecast, inventory and supplier agents
FunctionSupply Chain
Autonomy3 - Act with Approval
Planner permissionsScenario evidenceERP write approval
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Retail & E-commerce20
Multi-Agent System

Merchandising Intelligence Agent

Merchandisers need to connect customer behavior, search trends, margins, inventory and competitors.

Weekly category review or market signalTrend, pricing and promotion agents
FunctionMarketing
Autonomy2 - Recommend
Data permissionsMargin thresholdsApproval workflow
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Manufacturing21
AI Agent

Predictive Maintenance Agent

Maintenance teams need to interpret telemetry, asset history, failure signals and parts availability together.

Machine anomaly is detectedAnomaly, asset context and maintenance agents
FunctionOperations
Autonomy3 - Act with Approval
Asset accessOperational boundariesWork order approval
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Manufacturing22
Agentic Workflow

Production Optimization Agent

Production planners balance demand, capacity, materials and machine availability under changing constraints.

Planning cycle or constraint changeCapacity, schedule and constraint agents
FunctionOperations
Autonomy2 - Recommend
Planner accessScenario traceabilityERP/MES approval
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Manufacturing23
Multi-Agent System

Quality Investigation Agent

Quality engineers investigate defects across images, sensors, batches, machine settings and suppliers.

Defect is detectedVision, batch, machine and root-cause agents
FunctionQuality
Autonomy2 - Recommend
Quality data permissionsEvidence provenanceEngineer review
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Manufacturing24
AI Assistant

Engineering Knowledge Agent

Engineers search specifications, manuals, CAD metadata, maintenance reports and historical issues separately.

Engineer asks a technical questionRetrieval, evidence and recommendation agents
FunctionKnowledge Management
Autonomy1 - Assist
Permission-aware retrievalSource citationsDocument versioning
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Telecommunications & Media25
AI Agent

Network Operations Agent

Network operations teams investigate alerts across topology, telemetry and historical incidents before taking action.

Network alert is raisedTopology, telemetry and remediation agents
FunctionIT
Autonomy3 - Act with Approval
Network identityChange policyProduction approval
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Telecommunications & Media26
AI Agent

Customer Retention Agent

Retention teams need to connect usage, billing, support and network quality to understand churn risk.

Churn signal is detectedHealth, reason and outreach agents
FunctionSales
Autonomy2 - Recommend
Customer permissionsOffer thresholdsCRM write policy
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Telecommunications & Media27
Agentic Workflow

Field Service Agent

Field teams coordinate diagnosis, equipment, parts, technicians and routes across several operational systems.

Service incident is createdDiagnosis, parts, dispatch and field assistance agents
FunctionOperations
Autonomy3 - Act with Approval
Technician identityDispatch policySafety checks
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Telecommunications & Media28
Multi-Agent System

Media Content Intelligence

Media teams need to connect content libraries, audience signals and trends before planning programming or campaigns.

New content signal or planning cycleAudience, trend and content recommendation agents
FunctionMarketing
Autonomy2 - Recommend
Content permissionsSource evidenceEditorial review
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Transportation & Logistics29
Multi-Agent System

Logistics Control Tower Agent

Operations teams need to re-plan orders, vehicles, warehouses, traffic and customer ETAs when conditions change.

Disruption or control-tower signalDisruption, route and customer communication agents
FunctionOperations
Autonomy3 - Act with Approval
Dispatcher identityRoute boundariesApproval policy
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Transportation & Logistics30
AI Agent

Shipment Exception Agent

Teams investigate delays, damage and missing shipments across carriers, warehouses and route data.

Shipment exception is detectedShipment, carrier and resolution agents
FunctionCustomer Service
Autonomy4 - Autonomous within policy
Shipment permissionsCompensation limitsCustomer communication review
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Transportation & Logistics31
AI Agent

Fleet Maintenance Agent

Fleet managers need to combine vehicle telemetry, maintenance history, parts and schedules.

Vehicle health signal is detectedHealth, maintenance and scheduling agents
FunctionOperations
Autonomy3 - Act with Approval
Fleet identitySafety thresholdsWork order approval
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Transportation & Logistics32
Agentic Workflow

Intelligent Dispatch Agent

Dispatchers balance driver availability, capacity, traffic, priority and changing delivery requests.

New delivery request or route changeCapacity, routing and dispatch agents
FunctionOperations
Autonomy4 - Autonomous within policy
Driver identityRoute constraintsDispatch approval
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Energy & Utilities33
AI Agent

Grid Operations Intelligence

Grid operators need to interpret telemetry, demand, supply, weather and operational risk together.

Grid anomaly or demand signalAnomaly, forecast and operations agents
FunctionOperations
Autonomy2 - Recommend
Operator identitySafety boundariesApproval gates
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Energy & Utilities34
Agentic Workflow

Field Maintenance Agent

Field maintenance teams coordinate asset history, diagnostics, parts, skills and work orders manually.

Asset alert is receivedAsset, diagnostic, parts and workforce agents
FunctionOperations
Autonomy3 - Act with Approval
Asset permissionsSafety checksWork order approval
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Energy & Utilities35
Multi-Agent System

Energy Forecasting Agent

Energy teams need reliable scenarios across consumption, weather, historical demand and market signals.

Forecasting cycle or market changeConsumption, weather and scenario agents
FunctionFinance
Autonomy2 - Recommend
Data lineageScenario versioningAnalyst review
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Energy & Utilities36
AI Copilot

Customer Energy Advisor

Customers need clear guidance from usage patterns, costs, tariffs and efficiency opportunities.

Customer asks about energy usage or costUsage, tariff and recommendation agents
FunctionCustomer Service
Autonomy2 - Recommend
Customer identityBilling permissionsTariff versioning
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Professional Services37
Multi-Agent System

Research & Knowledge Agent

Knowledge teams search internal documents, past projects and approved external sources to answer business questions.

Business question is submittedResearch, retrieval and evidence agents
FunctionKnowledge Management
Autonomy2 - Recommend
Permission-aware retrievalSource citationsExpert review
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Professional Services38
Agentic Workflow

Proposal & RFP Agent

Proposal teams manually extract requirements and search past work before drafting a compliant response.

RFP is receivedRequirement, experience, solution and compliance agents
FunctionSales
Autonomy3 - Act with Approval
Approved experience sourcesPricing accessCompliance checks
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Professional Services39
AI Workflow

Client Delivery Agent

Client delivery teams lose commitments and context between meetings, research, documents and project tracking.

Client meeting or delivery milestoneMeeting, task, research and risk agents
FunctionOperations
Autonomy3 - Act with Approval
Client data boundariesDocument reviewProject write permissions
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Professional Services40
AI Agent

Resource & Staffing Intelligence

Staffing teams balance pipeline, skills, availability and project requirements across disconnected systems.

New project requirement or staffing reviewMatching, scenario and utilization agents
FunctionHR
Autonomy2 - Recommend
Employee data permissionsFairness reviewManager approval
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Controlled adoption

Autonomy should be earned.

Start at the level that fits the risk, data, and trust required, then scale what works.

01AssistAI provides information.
02RecommendAI proposes the next action.
03Act with approvalAI acts after human approval.
04Within policyAI acts inside permissions.
05Multi-agentHumans supervise exceptions.

Make it specific

What workflow would
you give to an AI agent?

Tell us how your team performs the process today. We will help identify what AI should automate, what stays human-controlled, which systems need integration, and how to measure the outcome.

Design my AI workflow