A workflow agent that moves routine work between your tools.
It handles repetitive work like document intake and checks, CRM and helpdesk updates, with checkpoints where a person reviews before anything important happens.
What it is
A workflow agent works in the background. When something arrives, like an invoice, a form or a new enquiry, it reads it, checks it against your rules, and updates the right systems. Anything unusual waits for a person at an agreed checkpoint.
Good first jobs
- Document intake and checks
- CRM and helpdesk updates
- Moving details between tools
- Preparing work for a person to review
A person steps in when
- A document looks wrong or incomplete
- A rule would be broken
- A decision has real consequences, such as a large payment
The blueprint you approve
Here's an example for invoice intake. You approve one like it before anything is built.
Workflow agent
Example: invoice intake
- Goal
- Read incoming invoices, check them against purchase orders and enter them in your accounts system.
- Knows
- Your supplier list, purchase orders and approval rules.
- Can do
- Read emails and attachments, pull out invoice details, match them to orders, enter approved invoices, queue the rest for review.
- Hands over when
- A document looks wrong, a rule would be broken, or a payment needs sign-off.
- Measured by
- Documents processed, error rate, review time.
See it handle a day's invoices
- AI
12 invoices arrived this morning. 11 matched their purchase orders and are entered in your accounts system.
- AI
One needs a look: an invoice from your packaging supplier is higher than its purchase order, so I haven't entered it.
- Staff member
Hold it and ask them for a corrected invoice.
- AI
Done. It's on hold, and I've drafted an email to the supplier for you to check and send.
Invoice held for review
Illustrative example, not a client case.
What it costs
Start with a $750 audit, then an automation build sprint from $3,500 (2 to 4 weeks). Larger automations are priced after the audit.
See pricingUse cases for this agent
- Workflow agent
We retype documents and data by hand
Read, check and enter documents, with a person reviewing anything unusual.
See this use case - Support agent
Our support inbox is overloaded
Resolve routine questions and actions, and hand the rest to your team with the full story.
See this use case - Chat and voice qualification agent
New enquiries wait too long for a reply
Reply to every new enquiry straight away and book the right ones into your calendar.
See this use case
Questions about the workflow agent
A job that happens often, follows clear rules and is easy to check, like entering invoices or updating your CRM after a call.
Usually. The audit checks which of your tools can connect and what each one allows, before we design anything.
At the checkpoints we agree: anything unusual, anything that breaks a rule, and any decision with real consequences waits for a person.
Tell us what's piling up
Tell us which job you'd like an agent to take off your team's plate. We'll reply by email to set up a 20-minute call.
Email hello@drayaailab.com with a line about the work you'd like to hand over, and we'll reply to set up a call.