Start where work is already slipping.

The best first workflow is repeated, measurable, and safe to review before anything gets sent, priced, paid, or written back.

Lead or quote intake

Inbound requests, missing information, draft response queues, and human review gates.

Customer reactivation

Ranked follow-up queues with context and approval before outbound messages.

AR or AP exception desk

Invoice exception queues, duplicate flags, reminder drafts, and approval owners.