01
Workflow discovery
Map the inputs, decisions, exceptions, and handoffs in your existing process. Find a useful place to start.
agentic workflows & AI automationLess passing work.
Less passing work.
More moving it
forward.
Connect the steps between your tools, data, and people. We build AI workflows that handle repetitive work, prepare decisions, and bring your team in when judgment matters.
Map the processConnect the toolsKeep people involved
spectriv · workflowEXAMPLE
- TRIGGER
A new starter request arrives
- CONTEXT & DECISION
Check role, start date, and access policy
- HUMAN REVIEW
Prepare an access request for approval
Waiting for review
Illustrative preview. No requests are sent or systems changed.
Purposeful
START WITH A USEFUL OUTCOMEConnected
WORK ACROSS YOUR SYSTEMSSupervised
REVIEW IMPORTANT ACTIONSVisible
UNDERSTAND EACH HANDOFFfind the frictionThe work between
The work between
the tools adds up.
A request arrives. Someone reads it, looks up the details, copies information, and asks for approval. We connect those steps into a workflow your team can oversee.
A PRACTICAL STARTING POINT
A repeatable task with a clear outcome
Information your team can access
Defined decisions and exceptions
Someone who owns the process
Map your first workflowhow we workFrom scattered steps
From scattered steps
to a connected process.
Build around the way your business operates, with a clear scope and a considered path to launch.
- 01
Map the process
Start with the actual work: documents, tools, decision points, and the people involved. Agree on a focused first workflow.
- 02
Design the decisions
Choose which steps use fixed rules, where AI adds value, and which actions need a person’s approval.
- 03
Connect & test
Integrate the required systems and test the normal path, incomplete inputs, retries, and exceptions.
- 04
Launch & improve
Introduce the workflow gradually, document ownership, and use real runs to guide the next improvements.
what we buildThe connections that
The connections that
keep work moving.
Practical automation across customer operations, internal requests, documents, and sales processes.
02
Agentic automation
Combine defined steps with AI reasoning where a workflow needs context, interpretation, or a decision.
03
Documents & inboxes
Extract information from documents and messages, check the required fields, and prepare structured records.
04
Approval steps
Route consequential actions to the right person, with the context they need to review the recommendation.
05
Connected systems
Move information between the tools your team uses, through available APIs and clearly scoped permissions.
06
Exceptions & alerts
Surface missing information and unusual cases, with a clear route back to the people responsible.
make room for the unexpectedReal processes have
Real processes have
more than one path.
A missing field, a conflicting policy, an unusual request. We design the exception paths alongside the happy path, so uncertainty has somewhere useful to go.
- Check inputs before taking action
- Bring supporting context into decisions
- Escalate cases that need human judgment
ILLUSTRATIVE EXCEPTION PATH
New document receivedExtract details · check required fields
Is the information complete?
YESPrepare the recordContinue to the approval step
NEEDS REVIEWAsk your teamFlag what is missing and why
Both paths remain part of the same process.
agree on what better meansA useful workflow.
A useful workflow.
A measurable change.
Start with a baseline. Decide what to track. Then compare how the workflow performs in practice, including the cases that still need your team.
- Understand the current process
- Choose measures that reflect the work
- Use exceptions and feedback to improve
YOUR WORKFLOW · MEASUREMENT PLANDefine the baseline.
Define the baseline.
Track the difference.
01
Processing time
From request to completed handoff
02
Manual touches
Where your team still needs to step in
03
Measures are agreed for your use case.Exceptions & rework
What needs a closer look
where it can fitOne approach.
One approach.
Different kinds of work.
These are example starting points. The scope depends on your process, systems, and review requirements.
Customer operations
Read an incoming request, retrieve the relevant context, and prepare a response for review.
Sales operations
Organize an inquiry, enrich the available details, and route it to the right person.
Internal operations
Collect a request, check policy, and coordinate an approval across the relevant tools.
What is an agentic workflow?+
It is a sequence of steps that combines business rules, AI reasoning, and tool use to complete a task. An agent can interpret an input or prepare an action, while defined controls govern what happens next.
How does this differ from traditional automation?+
Traditional automation is useful for predictable steps. AI can help interpret documents, messages, and changing context. We combine the two where appropriate rather than adding an agent to every step.
Which workflow should we automate first?+
Look for repeated work with a clear outcome, accessible information, and manageable exceptions. We assess the current process with your team and scope a small release that can be evaluated.
Can people review actions before they happen?+
Yes. Approval steps can pause the workflow and present a recommendation with supporting context. We define who can approve, which actions need review, and what happens when a case is escalated.
Can you connect our existing software?+
We assess the available APIs, authentication, data access, and integration limits. The implementation depends on your systems, with permissions scoped to the agreed workflow.
How will we know whether it is helping?+
We agree on a baseline and useful measures before building. These might include processing time, manual touches, exception frequency, or rework. Measurement and ongoing support are scoped with the engagement.
What keeps your team
from moving forward?
Bring us the process, the tools, and the sticking points.
We’ll help you find a practical place to start.