AI WORKFLOW AUTOMATION / TERNFOLD
AI workflows with a clear next step.
Capture requests, route work to an owner, and pause for human approval when a decision needs a second look.
FIG 01 / WORKFLOW STUDIO
INTERACTIVE SAMPLE
INTERACTIVE WORKFLOW PREVIEW
Start with a real handoff.
Choose a sample request to see the steps an AI workflow can prepare.
RETURN TO THE PREVIEW ↑
A STARTING POINT FOR
Request intake
Approvals
Team handoffs
Weekly digests
INTAKE / ROUTING / APPROVAL
From request intake to human approval.
Three moments where an operations workflow can make the next step clear.
01 / CAPTURE
Capture the request with its context.
Bring the source, owner and next decision together in a short intake brief so a teammate can pick up the work.
02 / ROUTE
Route requests to a named owner.
Use a routing rule to explain why a request goes to a team and what information it needs to move forward.
TRY THE ROUTING MAP ↗
03 / REVIEW
Build in a human approval step.
Put the evidence next to the proposed action so a reviewer can approve it or send the request back with context.
SEE THE RUN REPLAY ↗
DESIGN PRINCIPLES
Clear at every handoff.
01 / 03
Make the handoff readable
The next person should see what arrived, what has happened and what they need to decide.
02 / 03
Build in a place to pause
When information is missing or a decision has consequences, give someone a clear way to review it.
03 / 03
Start with one good run
Use a small, representative example to check the workflow before giving it more work.
INTERACTIVE / ROUTING LAB
See where a request goes and why.
Switch between an access request, invoice exception and customer escalation to see how each rule assigns an owner.
REPLAY A WORKFLOW RUN ↗
THE WORKFLOW
Every step has an owner.
Follow the request from the moment it arrives to the person who makes the call.
01 / CAPTURE
Read the brief before it moves.
02 / ROUTE
See why a request changed queues.
03 / REVIEW
Keep the decision with the request.
WHO IT’S FOR
Workflow examples for operations teams.
Explore request intake, customer escalations, and invoice approvals from the teams that handle them.
Keep incoming work in the right queue.
Sort routine requests into queues with enough context for the person picking up the work.
FIELD NOTES
Workflow automation guides
Practical guides to routing requests, designing approval steps, and reviewing a workflow run.
FIELD GUIDE
Start with the handoff you repeat
Choose a first workflow that your team can explain, test and improve in a single afternoon.
4 MIN READ
DESIGN NOTES
Where an AI workflow should stop
Give human review a clear purpose, a useful brief and a way to send work back.
3 MIN READ
OPERATIONS
Read a run before you automate it
Use one trace to find the missing context behind a workflow failure.
4 MIN READ
COMMON QUESTIONS
AI workflow automation FAQ
Answers about AI workflow automation, human review, and choosing a first handoff to map.