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Managed AI operations for Dubai & GCC teams — book a Workflow Diagnostic
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Workflow Library

Managed AI workflows for finance, operations, procurement, compliance, and more. Each one runs inside your existing systems.

Showing 8 workflows
FinanceFinancial ServicesLogistics

Invoice Reconciliation

Match invoices to POs and delivery notes automatically.

What the agent does

The agent reads incoming supplier invoices, extracts line items, and matches them against purchase orders and goods receipts. Matched invoices flow straight to payment approval; exceptions route to AP for review.

Systems
ERPEmailSupplier portalAccounting system
Outcomes
  • 80% of invoices auto-matched before human review
  • Payment cycles shortened by days
ComplianceFinancial ServicesLegal

KYC Document Check

Pre-validate client documents before compliance review.

What the agent does

The agent collects passports, Emirates IDs, trade licences, and proof-of-address documents, checks expiry dates and completeness, and flags missing or expired items before a compliance officer reviews.

Systems
CRMEmailDocument storageCompliance platform
Outcomes
  • 70% of KYC files pre-cleared automatically
  • Compliance reviewers focus only on exceptions
Real EstateReal EstateHospitality

Lease Renewal Pipeline

Start renewals early and track every signature.

What the agent does

The agent monitors lease expiry dates, drafts renewal notices using lease terms, sends them to tenants, and tracks responses. Escalations happen automatically when deadlines approach.

Systems
Property management systemEmailE-signature
Outcomes
  • Renewals initiated 45 days before expiry
  • Fewer vacant periods between tenancies
ProcurementConstructionEnergy

Tender Screening

Qualify bids against mandatory requirements first.

What the agent does

The agent reads tender submissions and checks them against mandatory qualification criteria: trade licence, insurance, safety certificates, and financial capacity. Only qualified bids reach the evaluation committee.

Systems
Procurement portalEmailDocument storage
Outcomes
  • 50% faster initial screening
  • Evaluation committees review only qualified bids
OperationsLogisticsRetail

Shipment Exception Handling

Catch delays and invoice mismatches before they escalate.

What the agent does

The agent tracks shipments across carrier systems, flags ETA changes, customs holds, and delivery failures, and alerts the operations team with recommended actions. It also reconciles freight invoices against quoted rates.

Systems
TMSCarrier APIsCustoms portalEmail
Outcomes
  • Exception response time cut by 70%
  • Freight invoice errors caught before payment
HealthcareHealthcareProfessional Services

Referral Triage

Route referrals to the right specialist faster.

What the agent does

The agent reads referral forms, extracts clinical notes and urgency signals, checks insurance eligibility, and books appointments with the appropriate specialist and priority.

Systems
EHR/EMRScheduling systemInsurance portalEmail
Outcomes
  • Referral-to-appointment time reduced by 45%
  • Urgent cases prioritised automatically
Customer ServiceRetailHospitality

Return Approval

Approve or reject returns against policy in seconds.

What the agent does

The agent reads return requests, checks them against return windows and condition evidence, approves straightforward returns, and escalates edge cases to customer service.

Systems
E-commerce platformEmailCRM
Outcomes
  • 80% of returns auto-approved within policy
  • Customer service focuses on complex cases
Professional ServicesProfessional ServicesLegal

Monthly Client Report

Compile consistent client status reports automatically.

What the agent does

The agent pulls project data from time tracking, task management, and financial systems, drafts a structured status report, and routes it to the engagement manager for final review before sending.

Systems
Project managementTime trackingFinanceEmail
Outcomes
  • Report prep time reduced by 50%
  • Consistent format across all clients

Do not see your workflow?

Most engagements start with a custom diagnostic. We map your process and design the first agent for your specific stack.