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Workflows

Automated workflows that handle complete business processes from start to finish

Build automated processes that handle complete business workflows, with AI agents available where judgment is needed.

What It Does

Workflows let you define multi-step processes that execute automatically. You specify the steps (research, draft, review, send), and the Execution Engine runs them in sequence based on your configuration. Where steps require judgment - not just data movement - you can incorporate AI agents that reason and decide. This gives you true end-to-end automation: routine steps execute directly, complex steps use AI, and critical points pause for human review.

Why It Matters

Most business processes involve multiple steps, and some of those steps require judgment. Traditional automation tools only handle simple if-then logic - they can move data but can't reason. This forces you to either handle the thinking manually or skip automation entirely. Workflows with AI agent steps handle both: routine automation where appropriate, AI reasoning where needed, and human checkpoints where critical.

Business Impact

A proposal process that takes 2 hours manually can be reduced to 15 minutes (12 minutes AI execution + 3 minutes human review). That's 1.75 hours saved per proposal.

How It Works

Define Your Process

Tell us the steps your process needs (research company, draft proposal, format document, prepare email).

Execution Engine Runs Steps

The workflow executes each step automatically. Routine steps (API calls, data transforms, routing) run directly. Steps configured with AI agents use LLMs to reason and decide (which information to include, how to format content).

Add Checkpoints

Insert approval gates at critical points where you want to review before proceeding.

Monitor Progress

Watch the workflow execute in real-time, seeing what happens at each step.

Refine Over Time

Adjust steps based on results, improving the process as you learn what works.

Use Cases

Common Questions

How is this different from Zapier?

Zapier moves data between apps using if-then logic - it can't reason or make judgments. Elevasis workflows can include AI agent steps that do. For example, Zapier can detect a new lead and add it to your CRM. An Elevasis workflow can do that AND have an AI agent research the company, evaluate fit against your ideal customer profile, and draft a personalized outreach message - all within the same automated process.

Can I change a workflow after it's built?

Yes. We build workflows together during implementation, and you can request changes anytime. Simple changes take hours, complex changes take days. You're not locked into the initial design.

What happens if a step fails?

The workflow pauses and notifies you. Nothing breaks silently. You can see exactly where it stopped, why it failed, and resume once the issue is fixed. All data is preserved so you don't lose work.


Last Updated: 2025-12-28