Where operations teams put SentientWorks AI to work
Every workflow below produces a complete audit log: which step ran, which tool it called, what it found, and what the agent decided. No black boxes, no silent failures.
Accounts payable reconciliation
Invoice data arrives from multiple sources daily. The agent ingests each batch, validates vendor codes against your master list, matches amounts to purchase orders, flags mismatches with structured evidence, and routes exceptions to the right reviewer before writing confirmed items to your ERP or ledger. Your AP team stops touching routine rows and starts reviewing only the ones that need judgment.
- Reads from Google Sheets, Airtable, or email attachments
- Validates against vendor policy rules you define
- Writes confirmed items to NetSuite, QuickBooks, or your ERP via API
- Routes exceptions to Slack or email with attached evidence
Vendor onboarding and compliance checks
New vendor requests trigger a multi-step verification sequence: check the vendor's registration status, validate insurance certificates against your requirements, verify bank details against the submitted W-9, and confirm the requester has budget authority. Each check produces a structured result. Any failure routes to procurement ops with context, not just a flag.
- Triggered from Salesforce or HubSpot vendor request records
- Certificate validation against configurable policy thresholds
- Approval routing to procurement manager on exceptions
- Writes approved vendor records back to your CRM and Airtable
Tier-1 ticket triage and routing
When support volume spikes, triage bottlenecks. The agent reads incoming Zendesk tickets, classifies intent and urgency from the body text, matches tickets to documented resolution paths, and either resolves automatically from your knowledge base or routes to the correct tier-2 queue with a structured handoff note. Agents see the triage reasoning, not just the routing decision.
- Reads from Zendesk, with Gmail ingest as fallback
- Classifies intent across configurable category taxonomy
- Resolves routine requests from your knowledge base directly
- Handoff notes include triage reasoning for tier-2 agents
Monthly compliance and audit reporting
Compliance reporting consumes analyst time every month because gathering data from five systems and cross-referencing it is tedious, not analytical. The agent runs the gathering and cross-referencing automatically, flags policy gaps with evidence, and produces a structured report your team reviews rather than assembles. Analysts spend their time on interpretation, not extraction.
- Pulls data from your ERP, CRM, and document stores
- Cross-references against configurable policy rule sets
- Produces structured exception report with policy citations
- Exports audit-ready PDF with full run log attached
Your workflow doesn't fit a template? Good.
Every operation team has processes that don't match a vendor's preset. SentientWorks AI is built to run bespoke workflows: you describe the steps, define the tools, and set the exception rules. We configure and test it with you during your 30-day pilot.