Work Order Creation
in 23 Seconds
Transform a complex, 2-hour manual process into a single click. Our agentic workflow synthesizes client data, financial logic, and project history to generate perfect documents every time.
How It Works
A seamless integration of your existing tools and advanced AI logic.
1. Data Extraction
MCP servers fetch raw data from your CRM, Finance, and Project Management tools in parallel.
2. Knowledge Synthesis
The AI agent combines the data, applying your business logic and historical best practices.
3. Document Generation
A perfectly formatted PDF is created, populated with the synthesized data and ready for signature.
Configurable & Transparent
We define the workflow logic in clear, human-readable configuration files. You retain full control over the process, rules, and templates.
Customizable Triggers
Start via Slack, Email, or API.
Human-in-the-Loop
Optional approval steps for high-value items.
Audit Trail
Every decision and data point is logged.
name: create_work_order steps: - name: fetch_context parallel: - tool: crm.get_client_details args: { name: "{{ input.client }}" } - tool: finance.get_rate_card args: { type: "{{ input.type }}" } - name: generate_document model: gemini-1.5-pro prompt: | Create a work order for {{ fetch_context.client.name }}. Use the {{ fetch_context.rates.name }} rate card.
Ready to reclaim your time?
Let us build this workflow for your team. We handle the integration, configuration, and training.
Start Your Automation Journey