AI workflow automation for the work between your tools
Stop moving information between tools by hand. We automate the steps from a request arriving to the work being done, with AI for the steps that need reading or judgment.
Free call. Honest advice, even if the answer is “you don’t need AI for this”.
- Lead → CRM
- Document intake
- Notifications
- Scheduled reports
The basics
What is AI workflow automation?
AI workflow automation connects the steps of a business process so they run without manual hand-offs. Agentiq BD automates work such as capturing a request, updating the CRM, sending the follow-up and building the report, using AI where a step needs reading, classifying or deciding.
- Lead → CRM
- Document intake
- Notifications
- Scheduled reports
In plain words
Picture the checklist someone follows every time a lead arrives or an invoice lands: copy this here, email that person, update that sheet. Workflow automation turns the checklist into software that runs by itself, every time, in the same order.
Key terms
- Workflow automation
- Software that runs the steps of a business process in order, without manual hand-offs.
- Trigger
- The event that starts a workflow, such as a form submission, an email or a new record.
- Approval step
- A point where the workflow pauses until a person confirms it should continue.
How it works
From request to result, step by step.
- 01
Map the process
We write down the real steps, the tools involved and who approves what.
- 02
Set the trigger
A form, an email, a new row or a payment starts the workflow automatically.
- 03
Automate each step
Data moves between your tools. AI reads documents, sorts requests or drafts replies where a step needs it.
- 04
Approve and monitor
People approve the steps that need a decision, and you can see every run, including any that failed.
Pick a workflow · watch one run
Trigger
Email with a bill
—
AI step · Pip
Read the bill
—
Action
Accounting
—
Approval
Finance manager
Rule: Bills over ৳50,000
—
Notify
—
Run history
Every run logged
- Run #2041Invoice to accountsReady
- Run earlierInvoice to accounts1 h ago · Success · 3.8 s
- Run earlierInvoice to accountsYesterday · Success · 4.4 s
- 01
Map the process
- 02
Set the trigger
- 03
Automate each step
- 04
Approve and monitor
Sound familiar?
What changes when it is in place.
The everyday problems this service is built to remove, and what the same work looks like afterwards.
Today
With AI Workflow Automation
Today: Data copied between email, spreadsheets and the CRM by hand
Afterwards: Records created and updated automatically
Today: Follow-ups depend on someone remembering
Afterwards: The next step starts the moment the last one finishes
Today: Invoices and forms typed in line by line
Afterwards: Documents read, checked and queued for review
Today: The weekly report takes a morning to put together
Afterwards: Reports built and delivered on schedule
What you get
What we build for you.
Every project is scoped to your process, so the exact list is agreed in discovery. These are the pieces we typically deliver.
- 01
Lead capture that creates the CRM record and sends the first follow-up
- 02
Document intake: read invoices or forms, validate them and update the system
- 03
Notifications and reminders triggered by real events
- 04
Scheduled reports built and delivered automatically
- 05
Approval steps where a person must confirm before the workflow continues
Included in every build
Scoped permissions
Each part of the system gets only the access it needs.
Testing for failure cases
We test what happens when inputs are wrong, missing or unexpected.
Monitoring
You can see that it is running, and we are alerted when it is not.
Documentation & handover
Written down so your team understands and can maintain it.
Support after launch
The support plan is agreed with you before we start.
Use cases
Where it fits in.
Example scenarios to show how this works in practice. Yours will be shaped around your own process.
Sales
ExampleLead to CRM to follow-up
A web enquiry creates the CRM record, assigns an owner and sends the first follow-up straight away.
Finance & operations
ExampleInvoice intake
Supplier invoices arriving by email are read, matched to purchase orders and queued for approval.
HR & admin
ExampleNew-joiner checklist
A new hire triggers accounts, documents and reminders across the tools your team uses.
Is it right for you?
An honest fit check.
We would rather tell you now than sell you something you do not need.
A good fit for
- Teams copying data between spreadsheets, email and a CRM
- Operations that depend on someone remembering the next step
- Businesses ready to automate one repetitive process first
Probably not yet if
- The process changes every week and has no stable steps yet
- It happens a few times a month and takes minutes, so automation would cost more than it saves
- The real gap is missing data or a missing system, which needs fixing first
Not sure which side you are on? That is exactly what the discovery call is for.
Talk it through with the engineer who would build it.
Tell us how the work runs in your business today, and we will tell you what is worth doing first.
How we work with you
Three steps, and you approve the plan first.
01Discovery
We listen first.
A conversation about the problem and the workflow behind it. We ask questions, look at how you work today, and tell you honestly whether AI, automation or plain software is the right fit.
A clear view of what is worth building.
02Plan
We agree the plan.
We propose the architecture, the integrations and the risks, often starting with a working prototype of the core workflow. You see a clear estimate before anything is built.
A scoped plan and estimate you have approved.
03Build & support
We build, we stay.
The system is built and tested for accuracy, permissions and failure cases, then deployed with access control and monitoring. Support after launch is agreed with you up front.
A system in daily use, with support in place.
FAQ
Common questions
Have a question about AI workflow automation that is not here?
Ask us on WhatsAppWhich process should we automate first?
Usually the one that is repetitive, happens often and has a clear start and finish, such as lead follow-up or document intake. Discovery is where we choose it with you.
Do we need to replace our existing tools?
No. We connect the tools you already use through their integrations and APIs, so your team keeps working the way it does now.
Is it automation or AI?
Often both. Plain automation handles fixed steps, and AI handles the steps that need reading or judgment. If simple automation is enough, we will say so.
How do pricing and project timelines work?
Each package lists a starting price and a typical timeline, for example AI & Workflow Automation from $500 in 1–4 weeks. The exact price depends on integrations and complexity, so after a discovery conversation we send a fixed scope and quote for you to approve before work starts. Not sure where to begin? The 48-Hour AI Business Audit is free.
Do you provide ongoing maintenance?
Yes. Support and improvement after go-live are part of how we work, and the scope is agreed with you as part of the project: documentation, training, monitoring and a support plan.
Next step
Ready to talk about AI workflow automation?
Book a free discovery call. We will look at how the work runs today and tell you honestly what is worth building first.
Prefer a fixed scope and price? See 48-Hour AI Business Audit (100% free) or See AI Commerce Launch ($800–$3,000) or See AI & Workflow Automation ($500–$2,500)
Not sure where to start? Ask for an AI Business Audit or email sales@agentiqbd.com