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Workflows

An illustration of notification systems and alerts

Workflows automate complete business processes from start to finish with predictable, repeatable steps. You define the process, AI handles the execution.

What

Workflow = Predictable Process Automation

Workflows are perfect when you know exactly what needs to happen and in what order:

How workflows work:

  • You map out the steps: “First do this, then do that, then this”
  • AI executes each step: Generates content, extracts data, makes decisions
  • Process runs consistently: Same reliable flow every time

Best for processes like:

  • Customer onboarding (same steps every time)
  • Invoice processing (predictable flow)
  • Compliance reporting (required sequence)
  • Employee setup (standard procedure)

When workflows fit: If you can write down your process as a checklist, it’s probably a workflow.

When they don’t: If you need AI to figure out what to do on its own based on the situation, see Custom Agent for agent-based approaches.

Examples

Customer Onboarding Workflow

Your defined process:

  1. New customer signs up (trigger)
  2. Create accounts in CRM and billing system
  3. Send personalized welcome email
  4. Assign customer success manager
  5. Schedule onboarding call
  6. Update sales team with new customer details

AI handles at each step:

  • Writing personalized emails based on customer data
  • Extracting signup information accurately
  • Generating calendar invites with right details
  • Creating appropriate notifications for team

Why workflow works here: You always want these exact steps in this exact order for every customer.


Invoice Processing Workflow

Your defined process:

  1. Invoice arrives by email (trigger)
  2. Extract all invoice data
  3. Validate against purchase order
  4. Route to correct approver based on amount
  5. Update accounting system
  6. Schedule payment
  7. Notify vendor of status

AI handles at each step:

  • Reading invoices in any format (PDF, image, email)
  • Extracting accurate data (amounts, dates, vendor info)
  • Writing approval requests with context
  • Generating status updates for vendors

Why workflow works here: Every invoice follows the same approval path, regardless of vendor.

Benefits

Predictable Results

Because you control the flow:

  • Same process every time
  • Reliable, consistent outcomes
  • Easy to audit and improve
  • Meets compliance requirements

Result: Hours of work becomes minutes of oversight

AI Does the Heavy Lifting

At each step, AI handles:

  • Reading documents in any format
  • Extracting data accurately
  • Writing personalized responses
  • Making routine decisions based on context

Result: No manual data entry or content creation

End-to-End Automation

Complete processes run automatically:

  • No manual handoffs between steps
  • Data flows seamlessly across systems
  • Notifications keep you informed
  • Only exceptions need human attention

Result: No more things falling through the cracks

How

  1. You describe your complete business process in plain English
  2. We design the workflow to match exactly how you work
  3. We build custom agents that handle each step intelligently
  4. We connect all your systems so data flows seamlessly
  5. We test with your real data until everything works perfectly
  6. You get notifications when workflows run or need attention

Timeline: 2-8 weeks depending on complexity
Investment: $5,000-$50,000 (still 80% cheaper than hiring staff)
Result: Complete business processes running automatically

Perfect For

Workflows work best when:

You can answer “yes” to these:

  • ✅ Can you write down the steps in order?
  • ✅ Do these steps happen the same way each time?
  • ✅ Does the process involve multiple systems or tools?
  • ✅ Is it high-volume and repetitive?
  • ✅ Does it currently take significant time (30+ minutes)?

Common workflow processes:

  • Customer onboarding across multiple systems
  • Invoice-to-payment processes
  • Contract review and approval flows
  • Lead qualification and nurturing sequences
  • Employee onboarding and access setup
  • Compliance reporting and documentation
  • Order fulfillment and tracking
  • Support ticket routing and resolution

Not sure if your process fits? [Schedule a consultation](mailto:hello@ayocorp.dev?subject=Workflow Consultation) and we’ll assess it together.

Start

Choose your path:

Learn More First

What are Agent Workflows?

Understand how workflows differ from single agents and see detailed examples of complete process automation.

Get Custom Workflow

Request Custom Agent

Tell us about your specific business process and we’ll build a complete workflow solution for you.

Stay Connected

Push Notifications

Learn how you’ll monitor and stay informed about your automated workflows.

Success Stories

Businesses using workflows to compete bigger:

Law Firm - Contract Processing:

  • Process automated: Contract intake → Data extraction → Risk assessment → Client setup → Billing
  • What changed: Consistent contract handling, nothing gets missed
  • Team impact: Lawyers focus on legal work, not data entry

Manufacturing - Invoice to Payment:

  • Process automated: Invoice receipt → Validation → Approval routing → Payment scheduling → Vendor notification
  • What changed: Faster vendor payments, better cash flow management
  • Team impact: Accounting team focuses on exceptions and strategy

Consulting - Client Onboarding:

  • Process automated: Contract signed → Account creation → Resource assignment → Welcome materials → Kickoff scheduling
  • What changed: Zero setup errors, consistent client experience
  • Team impact: Faster time-to-value for new clients

E-commerce - Order Fulfillment:

  • Process automated: Order received → Inventory check → Shipping label → Tracking notification → Customer update
  • What changed: Handle more orders without hiring
  • Team impact: Same team, higher capacity

Next

Explore related concepts:

  • Data - Prepare your data for automation
  • Security - Deploy workflows safely
  • Custom Agent - Build complex workflow automation

Or get started: Build your first workflow

From concepts to implementation.