Operations AI

Business responsibilities

• Coordinating routine multi-step workflows across systems.
• Moving and updating data between tools.
• Preparing and following up on recurring tasks.
• Maintaining operational records.

Supported systems and integrations

Subject to integration scope, connected through official APIs with scoped access:

• Email and calendars
• Spreadsheets and databases
• CRM and operational tools
• Document storage

Actions it can perform

Actions requiring human approval

These actions never run automatically — they wait for explicit human approval:

• External communications.
• Actions with financial or contractual consequence.
• Changes outside the defined workflow scope.

What Operations AI does not do

Data and knowledge requirements

• Access to the systems involved in the workflow.
• Clearly defined workflow steps and boundaries.

Monitoring and auditability

• Audit trail of every action across systems.
• Approval gates for external and consequential steps.
• Error and anomaly detection with review.

Relevant KPIs

Measured against KPIs defined before deployment — never against invented figures:

• Workflow cycle time
• Manual hours recovered
• Task completion consistency
• Error rate

Risks and limitations