AI Workflow Automation

Automate defined workflows, end to end.

Workflow automation runs the same steps every time. AI handles the parts that used to need a person to read, classify or draft — and anything unusual goes to your team.

Who it’s forOperations, finance and service teams handling repetitive, rule-based work such as document intake, approvals and data entry.
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Invoice Harbor SupplyInvoice INV-20418PO number: noneTotal $4,860.00 Extracted fields SupplierHarbor SupplyInvoice no.INV-20418PO numberNot foundAmount$4,860.00 Routed to a person for review Invoice Harbor SupplyInvoice INV-20418PO number: noneTotal $4,860.00 Extracted fields SupplierHarbor SupplyInvoice no.INV-20418PO numberNot foundAmount$4,860.00 Routed to a person for review
Illustration: document intake with exception handling.

Problems this solves

  • Staff re-key data from emails and documents into systems
  • Approvals stall waiting for someone to chase them
  • Errors creep in from manual copying
  • Volume grows faster than the team can keep up

What you receive

  • A running workflowBuilt on your systems, with each step documented.
  • Document AIExtraction and classification with confidence checks.
  • Exception handlingClear rules for what goes to a person, with full context attached.
  • Monitoring and documentationSo your team can see what’s happening and change it.

Typical use cases

Each project starts with an agreed way to measure success.

  • Supplier invoice intake

    Read invoices, extract fields, check rules and create drafts for approval.

    Measured by: processing time and manual touches per invoice.

  • Customer onboarding

    Collect documents, check completeness and set up records across systems.

    Measured by: onboarding time and incomplete applications.

  • Request routing

    Turn emails and forms into structured requests and route them to the right team.

    Measured by: time to assignment and misrouted requests.

How we deliver it

  1. Map the process

    Document how the work is done today, including the exceptions.

  2. Design

    Agree the automated steps, rules and where people stay involved.

  3. Build and test

    Test with real documents and edge cases before go-live.

  4. Run and improve

    Monitor results and refine with your team.

Technologies We Work With

We prefer platforms you already license so your team can maintain the result.

  • Power Automate and Logic Apps
  • Azure AI Document Intelligence and Azure OpenAI
  • Microsoft 365, SharePoint, Dynamics 365 and other business applications
  • APIs, webhooks and integration platforms

Product names are trademarks of their owners. TriAxiom Tech is independent and does not hold partner status with these vendors.

Inquiry to CRMDemonstration, synthetic inquiry
Waiting for approvalTrigger: website form
  1. Inquiry receivedWebsite contact formDone 0.2s
  2. AI reads and classifiesService, region, urgencyDone 1.8s
  3. Company details addedFrom public company informationDone 2.4s
  4. CRM record draftedLead, contact and summaryDone 3.1s
  5. Sales lead reviewsApprove, edit or rejectNeeds approval
  6. Lead created and owner assignedOnly after approvalQueued
  7. Acknowledgement sentUsing your approved templateQueued
Nothing is created in the CRM or sent to the prospect until a person approves.
Demonstration

AI Inquiry-to-CRM Workflow

An end-to-end workflow from website inquiry to CRM, with a clear human approval step before anything is created or sent.

This is a demonstration built with synthetic data. It shows the kind of work we deliver; it is not a client project or a client result.

See all demonstrations

Support and handover

How we work with you during and after the project.

  • Project communicationA named contact, a shared plan, and milestone reviews at times that suit your time zone.
  • Access and data handlingWe use accounts you create and control, least-privilege access, and remove it at the end of the work. Data stays in your environment wherever possible.
  • Code and account ownershipCode, reports, models and cloud resources are created in your tenant or repositories and belong to you.
  • Documentation and trainingWritten documentation and training sessions so your team can run and change what we build.
  • Post-launch supportA support period after go-live, with optional ongoing support and optimization.
  • Clear, separate costsOur fees are separate from software licenses, cloud consumption and advertising spend, which you pay directly to the provider.

Related services

Frequently asked questions

What processes are good candidates?

Frequent, rule-based work with digital inputs and a clear owner. We help you rank candidates by value and effort.

What happens when the AI isn’t sure?

It doesn’t guess. Low-confidence items go to a person with the details attached, and their decision is recorded.

Will this work with our current systems?

Usually, through supported APIs or connectors. We check this during discovery before committing to a scope.

Who maintains it after launch?

Your team, with our documentation and training — or us, through an ongoing support arrangement.

Find the work worth automating.

Tell us about a process your team repeats every day.

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