Workflows
Buy AI by workflow, not by buzzword.
Agentra starts with one painful workflow where a senior owner can approve rules, grant access, and measure a before/after KPI. These are the first workflow categories with the clearest path to production.
Core workflows
Each page maps pain, systems, approvals, and KPI movement.
Use the hub when you know the business problem but not yet the exact workflow slice.
Primary outbound wedge
Lead Follow-Up
Every inquiry is enriched, qualified, logged, routed, and drafted for human approval before the lead cools.
Website forms, CRM, Email, Enrichment, Slack/TeamsOpen workflowPrimary search-intent workflow
Invoice Approvals
Invoices move from inbox to extraction, matching, approval routing, exception handling, and audit trail.
Email inbox, ERP/accounting, PO data, Approval tool, Audit logOpen workflowDelivery/services workflow
Project Reporting
Project health, risk flags, status summaries, and client-ready updates appear for manager review.
Project tool, Chat, Docs, Timesheets, Client reportingOpen workflow