All case studies
Case Study / Operations

Intelligent Workflow Automation

Eliminating Manual Handoffs Across the Enterprise

End-to-end workflow automation platform orchestrating approvals, document routing, and cross-system integrations using AI-driven decisioning, eliminating manual handoffs across finance, HR, and operations.

Client

Multi-Industry SaaS

Industry

Operations

Services

Intelligent Automation

Timeline

6 months

Team

8 engineers

Stack

Temporal, Node.js, OpenAI API, React, PostgreSQL, Redis, TypeScript
Intelligent Workflow Automation
01 / The challenge

The Challenge

Operations, finance, and HR teams ran hundreds of business processes through email threads, spreadsheets, and ticket queues. Approvals stalled for days, SLAs were missed, and there was no visibility into where work was stuck.

Key pain points

  • Hundreds of processes run over email and spreadsheets
  • Approvals delayed by days waiting on handoffs
  • No SLA visibility or escalation paths
  • Repetitive data entry across disconnected tools
  • Audit failures from missing process evidence
02 / Our solution

Our Solution

We built a workflow automation platform with a visual builder, AI decision nodes, and connectors to existing systems, replacing manual handoffs with reliable, observable orchestration.

Visual Workflow Builder

Drag-and-drop designer for business users to model approvals, routing, and conditional logic

AI Decision Nodes

LLM-powered classification, extraction, and routing for unstructured inputs like emails and PDFs

SLA Monitoring

Per-step SLAs with automated escalations and real-time dashboards

Universal Connectors

Prebuilt integrations for Slack, Salesforce, Workday, and generic REST and webhook endpoints

03 / Technical architecture

Technical Architecture

Durable execution engine built on Temporal with a React front end and an AI services layer for unstructured inputs.

Temporal for durable workflow execution
Node.js services for connectors and APIs
OpenAI API for decision and extraction nodes
PostgreSQL for workflow metadata
Redis for queues and caching
React workflow designer and runtime UI

Technical highlights

Visual workflow builder, AI decision nodes, API/webhook connectors, SLA monitoring

04 / Results & impact

Results & Impact

80%

Manual Work Reduced

Repetitive steps fully automated

3x

Faster Approvals

Average cycle time cut by two thirds

200+

Workflows Live

Across finance, HR, and operations

99.5%

SLA Adherence

Tracked per step with auto-escalation

We went from chasing approvals over email to running every process on rails. The teams get hours back every day and we finally have audit-grade evidence.

VP of Operations

Multi-Industry SaaS

05 / Key takeaways

What we learned

01

Durable execution engines remove an entire class of orchestration bugs

02

AI decision nodes unlock automation for previously unstructured steps

03

SLA visibility drives adoption faster than feature breadth

Next step

Have a similar problem?

Let's discuss how we can help you achieve similar results.