Project Overview
We delivered an AI workflow automation platform that orchestrates multi-step business processes across departments — routing documents, making decisions, and triggering actions with human approval gates where they matter.
The Challenge
Critical operations relied on manual handoffs between email, spreadsheets, and siloed systems. Work stalled in queues, errors slipped through, and leadership had no visibility into where processes broke down.
- Manual handoffs caused delays and dropped tasks
- Data re-entered by hand across disconnected systems
- No audit trail or visibility into process bottlenecks
- Compliance steps depended on individuals remembering them
Our Strategic Approach
We modeled each workflow as a graph of AI and deterministic steps, inserting LLM reasoning where judgment was needed and strict rules where compliance demanded it. Approval gates keep humans in control of consequential actions.
The Solution We Delivered
The platform provides a visual workflow builder, AI decision nodes, system connectors, and an observability layer showing every run, decision, and SLA in real time.
- Visual builder for AI-plus-rules workflow graphs
- LLM decision nodes for classification and extraction
- Human approval gates on high-impact actions
- Connectors to ERP, CRM, email, and storage systems
- Real-time observability with SLA and bottleneck tracking
- Full audit logging for compliance
Technologies Used
- Temporal — Durable, reliable workflow orchestration
- LLM reasoning layer — Document classification and decisioning
- Next.js — Workflow builder and observability UI
- PostgreSQL — Process state and audit records
- Kafka — Event streaming between systems
- Docker / Kubernetes — Scalable, isolated deployment
Development Process
- Process mapping — Documented existing workflows and identified automation candidates.
- Decision modeling — Split steps into AI-judgment vs deterministic-rule nodes.
- Integration build — Connected ERP, CRM, and document stores via secure APIs.
- Approval & guardrails — Added human gates, validation, and rollback handling.
- Rollout & monitoring — Deployed per-department with live SLA dashboards.
Results & Impact
Processes that took days now complete in hours, with full traceability and far fewer errors.
- Process cycle time reduced by 73%
- Manual data entry eliminated across 9 workflows
- Processing errors down 61%
- Full compliance audit trail on every run
🎯 Key Takeaway
By blending AI judgment with deterministic rules and human oversight, the platform made enterprise operations faster, more reliable, and fully auditable.
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