Enquiry routing
A web form or shared inbox receives a request. The workflow classifies it, prepares a draft reply, waits for a person to approve, then updates the CRM. Needs: form or mailbox access, CRM access, routing rules.
AI Automation & Agents
AI Workflow Automation
REIT Limited, a Bangladesh-based AI services and technical-delivery company, maps one repeated process and builds it as a tested workflow that your team can run, inspect and correct.
What it is
AI workflow automation is a defined sequence of business steps that runs from a known trigger to an agreed result, using AI only at the steps where it adds value. Approvals, exception handling and logs are written into the process, so a person stops the work whenever the next action is uncertain, costly or customer-facing.
What problem does AI workflow automation solve?
It removes the hand work from a process that repeats: reading requests, copying details between systems, chasing approvals and sending updates. The trigger, rules, approval points and result are fixed in advance and recorded on every run.
Many teams repeat the same steps by hand: reading an incoming request, copying details between systems, waiting for an approval, sending a notification. The work is predictable, but it depends on people remembering every step. Requests wait in inboxes, records drift out of date, and nobody can say where a particular case stopped.
A workflow fixes the path. The trigger, the rules, the approval points and the result are agreed in advance and recorded each time the process runs.
Where does AI Workflow Automation fit?
Four situations where this service fits, with what each needs from you.
Document intake
Incoming forms or supplier documents are read, key fields are extracted and checked against rules, and anything that fails a rule goes to a named reviewer. Needs: sample documents and the validation rules.
Internal request handling
Access, equipment or change requests are routed to the right owner with reminders and a record of each decision. Needs: the request categories and who approves each one.
Status notifications
When a record changes state, the workflow prepares the customer message and sends it once the agreed approval is given. Needs: the states, the message templates and the approver.
What does REIT Limited deliver?
A designed, built, tested and documented engagement with written acceptance checks, an operating guide and a handover. This section lists what is included, what is optional, what is excluded and what stays with you.
What REIT Limited delivers
- A process map of the current steps, owners, inputs and exceptions
- Triggers, rules, AI steps, task routing and notifications built in an agreed automation tool or through direct API connections
- Document intake and field extraction where the process needs it
- Approval checkpoints and rule-based exception handling
- Execution logs and written recovery steps for failed runs
- A test run against agreed cases, with measurable acceptance checks
- An operating guide and a handover session
Optional additions
- Further workflows after the first is accepted
- Monitoring and controlled changes after launch through AI System Assurance & Support
Not included
- Licence and usage charges for third-party tools, which their vendors bill
- Changes to the internal design of the systems being connected
- Processes whose steps cannot yet be described; these need discovery before a build
Stays with you
- Accounts, credentials and data rights
- The decision on which actions need approval, and who approves
- Sign-off of the acceptance checks
| Capability | What it covers | Typical tools and connections |
|---|---|---|
| Process mapping | Current steps, owners, inputs, exceptions and the automation opportunities among them | Workshops, process map, exception list |
| Workflow build | Triggers, rules, AI steps, approval gates and exception handling | n8n, Make, Zapier or direct API connections |
| Document intake | Reading forms and attachments, extracting fields, checking them against rules | Mailboxes, document stores, extraction models |
| Approval queues | Queues for replies, record updates and data changes that a named person must approve | Helpdesk, CRM tasks, chat approvals |
| Low-confidence routing | Items the AI step is unsure about go to an expert reviewer instead of continuing | Confidence thresholds, review queue |
| Audit record | The AI output, the person's edits, the approval and the final action are stored for each run | Execution log, database, spreadsheet export |
| Monitoring after launch | Failed and stalled runs are alerted, reviewed and used to improve the workflow | Alerts, run dashboard, monthly review |
Supported systems and connections
- CRM
- Helpdesk
- Email and shared mailboxes
- Spreadsheets
- Databases
- ERP
- Document stores
- Internal applications with an API
- n8n
- Make
- Zapier
A connection is confirmed in the assessment, after checking the interface, permissions and vendor limits of each system.
How does the process work?
The stages are colour-coded the same way across this website: input, processing, human approval, outcome.
- InputTrigger arrivesA form, email or record change starts the run.
- ProcessingClassify and routeRules and AI steps sort the request and pick the path.
- ProcessingPrepare the actionA draft, record update or task is prepared.
- Human approvalPerson approvesCustomer-facing or costly actions wait here.
- OutcomeResult recordedThe system of record is updated and the run is logged.
What result can it produce?
One engagement, with the measures agreed before the pilot and reported after launch.
Case studySample case study
Order-document intake cut from two days to three hours
Brindlemoor Supply Co. · Wholesale distribution, United Kingdom
- 3 hEmail to ERP entry (median)lower, was 46 h
- 4Keying errors per 1,000 lineslower, was 21
- 112Orders handled per coordinator per dayhigher, was 38
The problem
Purchase orders arrived as PDF attachments in a shared mailbox. Two coordinators retyped each order into the ERP, and urgent orders waited behind routine ones.
What was built
- Mailbox trigger that classifies each attachment and extracts order lines
- Validation against the product list, with mismatches routed to a review queue
- ERP draft order created only after a coordinator approves the extracted data
Where a person approves
A coordinator approves every draft order before it reaches the ERP; low-confidence extractions are flagged line by line.
The result
Median time from email to ERP entry fell from 46 hours to 3 hours, and keying errors found at picking fell by four fifths. The coordinators now handle exceptions and supplier calls.
Systems and tools
- n8n
- Microsoft 365 mailbox
- Document extraction model
- ERP REST API
- PostgreSQL log
Limit found
Handwritten amendments on scanned orders still need manual entry; they are about 6% of volume and are routed straight to a person.
- Before launch
- After launch
- 48Jan
- 46Feb
- 44Mar
- 9Apr
- 4May
- 3Jun
View data table
| Period | Value |
|---|---|
| Jan | 48 |
| Feb | 46 |
| Mar | 44 |
| Apr | 9 |
| May | 4 |
| Jun | 3 |
Sample data
- Sector
- Wholesale distribution
- Country
- United Kingdom
- Size
- 85 staff
- Timeline
- Pilot 4 weeks, implementation 7 weeks
What does the published evidence say?
Figures from named surveys and official statistics, each with its source.
25%
of respondents have moved 40% or more of their AI pilots into production.
Deloitte, 21 January 2026Survey of 3,235 leaders in 24 countries, August to September 2025
Nearly 3 in 4
AI high performers report fundamentally redesigning workflows because of their AI use, compared with one quarter of other respondents.
McKinsey & Company, 25 August 2026Survey of 1,719 respondents, May to June 2026; high performers are about 6% of respondents
63%
of organisations either do not have, or are unsure whether they have, the right data management practices for AI.
Gartner, 26 February 2025Survey of 1,203 data management leaders, July 2024
How is quality controlled?
Through acceptance checks agreed before the build, named approvers for sensitive actions, access limited to what you grant, monitoring with alerts, written recovery steps and a named owner after handover.
- Acceptance measures
- Agreed test cases are run before launch, with pass criteria written down in advance.
- Approvals
- Each step that affects a customer, a record or spend is marked, with a named approver.
- Access boundaries
- The workflow uses only the accounts and permissions you grant for it.
- Monitoring
- Failed or stalled runs raise an alert, and the log shows what happened at each step.
- Recovery
- The operating guide explains how to correct and re-run a failed case.
- Ownership
- The guide names who operates the workflow after handover and who can change it.
What does it cost and how do we start?
Work starts with a paid AI assessment of one process (USD 500, usually 5 working days). A scoped pilot follows (from USD 2,500), then implementation and support, each priced in a written proposal.
AI assessment
USD 500
5 working days
One process reviewed for fit, dependencies and risk.
Scoped pilot
from USD 2,500
3 to 4 weeks
One bounded use case built and tested on real cases.
Production implementation
from USD 6,000
6 to 10 weeks
The accepted pilot hardened, connected and launched.
Sample pricesPrices exclude third-party licences, model usage and taxes. The proposal sets the final price for your scope. Invoices are issued in USD; GBP, EUR and AUD are available on request.
The first step is an AI assessment of one process or one bounded task. It establishes whether the work is a sound candidate, what it depends on, and what a pilot would cover. An enquiry is a request for that conversation; it is not an appointment or an order.
Build work is quoted in the proposal that follows the assessment. Third-party licences, model usage and hosting are recurring costs and are shown separately from implementation. Ongoing support is a separate arrangement with its own scope. See How We Work for how the stages differ.
Questions buyers ask
What is AI workflow automation, and which tasks suit it?
AI workflow automation runs a defined sequence of steps from a known trigger to an agreed result, with AI used at specific steps such as classifying a request or drafting a reply. It suits tasks that repeat often, follow rules that can be written down, have stable inputs, and have a clear owner who can say when the result is correct.
Which tasks are a poor fit for workflow automation?
A task is a poor fit when its steps change every time, when nobody owns the process, when the inputs are unreliable, or when the systems involved offer no way to connect. A simple problem already solved by a feature in software you own is also a poor fit. In those cases the assessment recommends preparation work or a smaller change.
What does a person still approve in an automated workflow?
A person approves any action that is uncertain, costly or customer-facing: sending a message to a customer, changing an important record, or committing spend. These approval points are agreed during design and written into the workflow, so the automation prepares the work and waits. Routine internal steps, such as sorting and logging, run without a stop.
Start with one process
Tell us the process or task you want to improve, the systems it touches and the result you need.
- Assessment before any build
- A person approves customer-facing actions
- Registered in Bangladesh, RJSC No. C-169247/2021