Workflow automation

• Enquiry triage: classify an incoming enquiry, assign it for review and pass confirmed details to the right system.
• Document processing: extract selected fields, validate the result and flag exceptions for a person.
• Recurring reports or handovers: collect data, prepare a draft and route it for sign-off.
• Operations tasks: move an approved record between tools or create a task when a defined event occurs.

We use regular code for fixed rules, calculations and validation. AI can help when a step involves reading, summarising or drafting. We define what happens if a result is uncertain, a provider is unavailable or a record has already been processed.

Depending on the process, Cloudflare Workers can receive webhooks or run scheduled tasks. Queues or workflow orchestration can suit steps that need retries or run in the background. OpenAI can handle the language steps. We agree which events to record, where to send alerts and which actions need approval.

We work through representative examples and failure cases before release: missing fields, duplicate events, invalid output and a person declining an action. If the process needs data from a separate tool, we scope the integration alongside the workflow.

Describe how the task starts, who does each step today, which tools are involved and what a good result looks like. Mention any action that must wait for someone to approve it.