Agents and workflows
One trade-business workflow, walked end to end
Quote-to-invoice is where trade and service businesses leak the most time: the work happens, but the paperwork around it queues behind everything else.
Each stage — enquiry, site detail, quote, approval, schedule, completion, invoice, follow-up — is simple alone. The leakage lives in the gaps between them.
Most owners can name the stage that hurts. Few have seen the whole chain drawn as one system.
Extracting job details from emails, photos and voice notes used to require a person; language models now handle the messy inputs that made this chain hard to automate.
Approval and scheduling steps can be exposed to the customer directly instead of relayed through the office.
The invoice no longer needs to wait for someone to sit down at a desk on Friday.
Keep reading
Automated workflows fail loudest at the moment they pass work to a person. How to design hand-offs that carry context instead of dropping it.
Decision framework for choosing between full automation, human-in-the-loop and augmentation approaches for revenue workflows.
Next step
Talk to us about implementing these approaches in your organisation.