Twelve workflows · four industries
If it runs on a schedule and dies in a spreadsheet, it fits. One workflow at a time, live in seven days, your people keep every approval.
Process automation · 7-day build
Invoices arrive by email and PDF. Someone keys them in, matches them to purchase orders, and chases approvals.
Invoices are read, matched and coded on arrival. Exceptions and every payment release go to a named approver.
Payment release.
Ardent Partners: the average AP team spends $9.84 and 8.2 days per invoice; 18.4% become exceptions (204 surveyed). 2025. Source
Reporting automation · 7-day build
Reconciliations in spreadsheets, journal entries by hand, and the close slips into the second week.
Reconciliations run nightly against the ledger. Unmatched items land on one list with the reason attached.
Journal sign-off.
APQC: top performers finish the annual close in 10 days or less; the median takes 18 days, laggards 35. 2026. Source
Reporting automation · 7-day build
Exports from the CRM, finance system and spreadsheets, assembled by hand the night before the meeting.
The pack assembles itself from the sources, flags variances, and waits for its owner’s sign-off before the meeting.
The owner’s sign-off.
FP&A Trends Survey: 46% of FP&A time still goes to collecting and validating data, not analysis (459 surveyed). 2025. Source
AI agents · 7-day build
Duplicates, dead contacts and empty fields. Reps stop trusting the pipeline numbers.
Records are deduplicated, completed from your own systems, and flagged for review on a schedule.
Merges and deletions.
Salesforce, State of Sales: reps spend 60% of the workweek not selling; 13% goes to manual data entry (4,050 surveyed, vendor study). 2026. Source
AI agents · 7-day build
Inbound leads wait in a queue until someone assigns them. The best ones go cold.
Every lead is qualified against your rules and routed in minutes, with the first reply drafted for a person to send.
The first reply.
Harvard Business Review: firms that contacted a lead within an hour were nearly 7× likelier to qualify it (1.25M leads). 2011. Source
AI agents · 7-day build
Every ticket is read, tagged and assigned by hand. Urgent ones wait behind routine ones.
Tickets are classified and routed on arrival. Routine answers are drafted; urgent ones are escalated to a person.
Anything customer-facing is sent by a person.
Quarterly Journal of Economics: AI assistance raised support agents’ issues resolved per hour by 15% on average (5,172 agents). 2025. Source
Process automation · 7-day build
Accounts, forms, equipment and training requests chased across five systems for every hire.
One start date triggers every request, tracks each one to done, and reports what is still open.
Access approvals.
BambooHR: 52% of new hires say onboarding focuses too much on admin, not role training (1,156 surveyed, vendor study). 2025. Source
AI agents · 7-day build
Threads wait for the one person who can answer. Follow-ups slip.
Requests are sorted, drafts prepared, and every open thread chased to done, on the record.
Every send.
Microsoft Work Trend Index: the average worker gets 117 emails a day and is interrupted every 2 minutes. 2025. Source
Process automation · 7-day build
Each quote is rebuilt from the last one. The customer finds the pricing error.
Quotes are assembled from your price book and past deals, checked against margin rules, and queued for approval.
Margin exceptions and the send.
Loopio/APMP: the average RFP takes 33 hours to complete; SMB teams average 27 (1,533 surveyed, vendor study). 2026. Source
Process automation · 7-day build
Requests arrive by email and chat, get re-keyed, and wait for someone to forward them.
One intake, one queue. Rules decide the routine case and route the exceptions to a person.
The exceptions.
Asana, Anatomy of Work: knowledge workers spend 58% of the day on “work about work”, not skilled work (9,615 surveyed, vendor study). 2023. Source
Process automation · 7-day build
Bills of lading, proofs of delivery, invoices and compliance documents checked by hand, one at a time.
Every document is read and checked against the record it belongs to. Mismatches go to a person with the difference highlighted.
Disputes, and the sign-off on every exception.
Process automation · 7-day build
Overdue invoices chased by whoever remembers. The tone depends on the day.
Reminders go out on a schedule, in your voice, with the invoice attached. Replies and promises to pay are logged against the account.
Escalations, and any write-off.
Hours a week, the people doing it, what an hour of their time costs you. Your numbers, your math: hours × people × cost × 48 weeks.
$38,880a year, on one workflow, before a single error is counted
The first build is a fixed quote within two business days of the call. Bring this number; we tell you on the call how the quote compares.
Four industries · ranked by fit
The same seven days, aimed at the workflow that costs each industry the most. The first build is named before the call ends.
A funded AI mandate from the fund, an execution vacuum in the company. Reporting to the board, approval chains, and status chasing across a lean team.
The first build: One back-office workflow the value-creation team can sponsor and measure in 7 days. The record it produces is the case for the next portfolio company.
FTI Consulting, 2026 PE AI Radar: only 36% of PE portfolio companies have AI in production; 7% at enterprise scale (200 surveyed). 2026. Source
Paperwork audits, carrier follow-up, load status chasing. Thin margins, thick paperwork.
The first build: The document audit queue: every bill of lading and proof of delivery checked against the load, exceptions to a person.
Annual 3PL Study (Penn State, NTT DATA, Penske): 73% of 3PLs and 67% of shippers now use AI or machine learning. 2026. Source
Client document intake, month-end close for many clients at once, engagement reporting by hand.
The first build: The client intake queue or the close checklist, run the same way for every client, with the partner’s sign-off kept.
Thomson Reuters Institute: organization-wide AI use in professional services nearly doubled, 22% to 40%, in a year (1,500+ surveyed). 2026. Source
Maintenance requests, owner reporting, lease renewals. Lots of small threads, one small office.
The first build: The owner report or the maintenance intake: assembled and routed on a schedule, exceptions to a person.
Buildium/NARPM: AI use by property managers tripled, 20% to 58%, yet only 8% fully automated any workflow (1,060 surveyed, vendor study). 2026. Source
Not on the list? If it has no exceptions and no approvals, use a platform—we say so on the call. Everything else: bring it. Anything with a schedule, a handoff and a spreadsheet at the end fits the seven days.
Bring the workflow from this list that hurts most. We look at how it runs today and name the seven-day build—or tell you not to automate it.
Security first? Ask for the packet: data boundary, access, approvals, logs.
No email app set up? Write hello@agentsautonomous.com