Use cases
Explore repeatable workflows across sales, marketing, people, support, finance, and legal—with approvals and receipts designed in from the start.
Illustrative product view
Workflow index
invoice-processor
receipt · run_6f21
support-automation
receipt · run_13bc
contract-intelligence
receipt · run_9ad4
Workflow library
14 workflows
Sales · Call preparation
Turn calendar, CRM, and conversation context into a meeting brief and follow-up, while the account executive controls every external message and CRM change.
Human gate
The account executive approves the follow-up and each proposed CRM field change; a configured send or write requires a separate manual or newly triggered continuation.
Example systems in this workflow
Sales · Pipeline inspection
Turn pipeline changes and account activity into a ranked forecast review, while the sales manager controls forecast overrides and save plays.
Human gate
A sales manager confirms every forecast override and account intervention; CRM writes require a separate manual or newly triggered continuation.
Example systems in this workflow
Sales · Speed to lead
Turn new leads and configured intent signals into enriched routing proposals and outreach drafts, while reps and managers control first touch and named-account routing.
Human gate
The assigned rep approves first touch, and a manager approves named-account or exception routing; writes require a separate continuation.
Example systems in this workflow
Marketing · Content operations
Turn an approved source asset into channel-ready derivatives, while brand and legal reviewers control every generated asset before publishing.
Human gate
A brand or legal reviewer decides each generated asset; publishing requires a separate manual or newly triggered continuation.
Example systems in this workflow
Marketing · Spend control
Turn cross-channel performance changes into proposed budget actions, while the performance marketer controls material reallocations before a separately triggered write.
Human gate
A performance marketer approves every material reallocation; an Ads API write requires a separate manual or newly triggered continuation.
Example systems in this workflow
People · Recruiting operations
Turn inbound applications into structured candidate briefs and scheduling proposals, while the recruiter controls shortlist decisions and candidate progression.
Human gate
A recruiter makes every shortlist and progression decision; stage changes and scheduling require a separate manual or newly triggered continuation.
Example systems in this workflow
People · Employee onboarding
Turn an approved worker record into a coordinated onboarding plan, while HR and the hiring manager control sensitive access and exceptions.
Human gate
HR or the hiring manager approves sensitive access and exceptions; dispatching requests requires a separate manual or newly triggered continuation.
Example systems in this workflow
People · Retention signals
Turn aggregated pulse-survey and feedback signals into restricted team-level themes, while HR controls privacy review and every proposed intervention.
Human gate
An HR business partner validates privacy, cohort, aggregation, context, and intervention language; any manager alert requires a separate continuation.
Example systems in this workflow
Support · Tier-one resolution
Turn inbound support messages into resolved low-risk requests or context-rich escalations, while support staff control refunds, exceptions, and low-confidence actions.
Human gate
A human receives every low-confidence, policy-sensitive, refund, and exception case as the terminal step for that branch.
Example systems in this workflow
Support · Voice of customer
Turn surveys, reviews, and support conversations into evidence-linked themes, while product and CX owners control theme merges and action assignments.
Human gate
A product or CX owner validates every theme merge, priority, and action owner; publishing requires a separate continuation.
Example systems in this workflow
Finance · Close and variance analysis
Turn close data and material variances into a reconciliation package and proposed commentary, while the controller controls journal decisions and final sign-off.
Human gate
The controller approves every proposed journal entry and variance narrative; posting is a separate manual or newly triggered action.
Example systems in this workflow
Finance · Invoice-to-pay
Turn incoming invoices into matched ERP actions or diagnosed exceptions, while the accounts-payable owner controls new vendors, duplicates, missing POs, and material variances.
Human gate
An accounts-payable owner decides every missing-PO, new-vendor, duplicate, and material-variance exception as the terminal step for that branch.
Example systems in this workflow
Finance · Policy audit
Turn submitted expense reports into policy decisions and annotated exceptions, while the auditor controls overrides and every flagged reimbursement decision.
Human gate
An auditor decides every flagged exception and policy override; any downstream reimbursement action is separate from the approval run.
Example systems in this workflow
Legal · Contract review
Turn an uploaded agreement into a risk summary, redline suggestions, and obligations, while counsel controls every legal decision and document change.
Human gate
Counsel approves every redline suggestion, obligation, and non-standard clause decision; the workflow does not mutate the agreement after approval.
Example systems in this workflow
One operating pattern
Each workflow is a practical starting point, not a packaged promise. Configure the systems, permissions, policy, and approval boundary for your organization.
Trigger
Use a schedule, email, form, webhook, or configured external event to open a bounded run.
Agent work
The agent uses only the models, knowledge, tools, and permissions attached to that workflow.
Human decision
High-stakes branches end with a named approver. Post-approval writes use a separate continuation.
Receipt
Inputs, sources, tool calls, policy checks, model settings, and decisions remain attached to the run.
Evidence boundary
Every metric links to its external source and sits beside a visible disclaimer. No company shown here is represented as a Zilionix customer or deployment.
We’ll map the trigger, tools, approval boundary, and receipt against the way your team already works.