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Agentic Workflow

Internal Ops
Automation Agent

Eliminate manual data entry, copy-pasting between systems, and approval chasing. OpsAgent runs your back-office 24/7.

Architecture

How It Works

Trigger
Webhook, schedule,
or email
🤖
OpsAgent
Receives and
parses event
🔬
Classify
Determines
event type
🔌
Route
Delegates to
sub-handler
💾
Execute
Updates systems
and records
📣
Notify
Alerts stakeholders
and logs
Workflows

Four Core Automations

👤
Employee Onboarding

Automates the entire new hire journey from offer acceptance to 30-day review.

  • Generate role-specific onboarding checklist
  • Create IT, Facilities, and HR task assignments
  • Send welcome email with Day 1 instructions
  • Schedule orientation and manager 1:1 meetings
  • Track completion — escalate overdue items at 48h
📋
Purchase Order Approvals

Smart routing based on amount thresholds with auto-escalation on no response.

  • Validate required fields and cost center
  • Auto-approve under $500, route larger amounts
  • Send Slack approval with one-click buttons
  • 24h reminder, 48h escalation to next level
  • Generate PO number and update budget tracker
📦
Inventory Alerts

Continuous stock monitoring with smart reorder triggers and weekly summaries.

  • Daily scan against reorder thresholds
  • Alert procurement with item details and vendor
  • Optional auto-reorder with PO draft creation
  • Flag items at risk of stockout
  • Weekly summary: reordered, at risk, spend
💰
AP / AR Automation

Invoice processing, PO matching, payment tracking, and aging reports.

  • Extract and match invoices against POs
  • Flag duplicates and amount variances (>5%)
  • Automated AR reminders: 3-day to 30-day cadence
  • Escalation chain: reminder → manager → collections
  • Weekly aging report by 30/60/90+ day buckets
Approval Logic

PO Routing Thresholds

Auto-Approve
< $500
Dept Manager
$500 – $2,500
Director + Finance
$2,500 – $10,000
VP + CFO
$10,000+
Impact

What This Replaces

4
Workflow Automations
24/7
Always Running
5
System Integrations
0
Copy-Paste Required
Connects To

Integration Ecosystem

💬 Slack
📧 SendGrid Email
📊 Google Sheets
🗃 Airtable
💵 QuickBooks
🌐 Webhooks
Cron Scheduler
FastAPI