Invoice and document processing
Read invoices, receipts and forms. Pull out the fields, check them and post them to your accounting tool.
Workflow Automation
AI workflow automation that kills the busywork.
We find the repetitive jobs that eat your week and hand them to AI. Invoices, onboarding, reports and lead routing run on their own. People step in only when it matters.
- n8n
- Temporal
- Zapier
- Make
- Python
- Document AI
What is AI workflow automation?
AI workflow automation connects your apps and lets AI handle the steps that used to need a person. Classic automation moves data from A to B. AI automation can also read documents, sort requests, write summaries and make simple decisions along the way.
Signs you are ready
Sounds familiar?
- Someone retypes data from PDFs or emails into another system.
- Reports take a full day to build every week or month.
- New customers or hires wait on a manual checklist.
- Your Zapier setup breaks whenever the input looks a bit different.
Use cases
What we build.
Customer onboarding
Collect documents, check them, set up accounts and send welcome emails. All from one trigger.
Lead routing and enrichment
Enrich new leads, score them and route them to the right rep in seconds.
Automated reporting
Pull numbers from your tools and write a plain English summary every Monday.
Inbox triage
Sort shared inboxes, tag requests, draft replies and open tickets in the right system.
Deliverables
What you get.
Everything ships in your repo and your cloud. You own all of it.
- 01
Mapped and measured workflows
A clear map of each process, with time spent today and time saved after.
- 02
Reliable automations
Built in n8n, Temporal, Zapier or Make, or in custom code when the job needs it.
- 03
AI steps with checks
Extraction, sorting and writing steps that are tested before any data moves.
- 04
Error handling and alerts
Retries, fallbacks and alerts, so nothing fails quietly.
- 05
A runbook for your team
Simple docs on how each automation works and how to change it.
How we work
Our approach.
Every project runs on the Zap Sprint. A fixed price, a working prototype in about 14 days and a production launch in four to six weeks.
- 01
Find the time sinks
We interview your team and time the manual steps. Then we rank them by hours saved.
- 02
Pick the right tool
No code tools for simple flows. Durable code for critical ones. We explain the trade off.
- 03
Build with checks
Every AI step has a test set. Low confidence results go to a person for review.
- 04
Measure the savings
We track runs, errors and hours saved, so you see the return each month.
By industry
Where it works.
Case study
See it in production.
FAQ
Workflow Automation FAQ
Still curious? Email us at hello@zappient.com. A real human replies within a day.
RPA clicks through screens by following fixed rules. It breaks when a form changes. AI automation understands content. It can read a new invoice layout or an odd email and still do the right thing.
Zapier and Make are great for simple flows. n8n gives more control and can run in your own cloud. Temporal or custom code fits critical, high volume jobs. We often mix them.
Start with jobs that are frequent, rule based and painful. Data entry, document handling, reporting and routing are common first wins. We rank the options by hours saved and by risk.
It hands off. Each AI step returns a confidence score. Low scores go to a review queue for a person to check.
Related services
Pairs well with.
Got a messy process?
Let’s zap it.
Tell us what slows your team down. We will show you what an agent could do about it. The first call is free.
- 01Tell us about the job in two minutes
- 02A senior engineer replies within 24 hours
- 03Get a plan and a fixed quote after one call