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Example workflows

What AI agents can handle every day.

Four example scenarios showing the systems, controls, and handoffs involved. These are illustrations of supported patterns, not customer deployments. For verified production results, read the Xtractor Depot case study.

  1. 01 · Sales · Inbound lead routing

    A qualified lead reaches the right person with the context attached.

    A new lead lands. The agent checks the company against your agreed profile, prepares a tailored response, updates the CRM, and proposes the next available meeting time. Exceptions and high-value opportunities are surfaced for review.

    Flow
    CRM → Email → Calendar
    Controls
    • Fit criteria
    • Draft before send
    • Owner escalation
    Status
    Illustrative example

  2. 02 · Operations · Inventory

    Reorder preparation starts before the stockout becomes urgent.

    The agent watches approved inventory records, compares stock levels with open orders, prepares the reorder details, and sends the proposed purchase order to the responsible person for approval.

    Flow
    Inventory → Purchasing → Team chat
    Controls
    • Approved SKUs
    • Vendor match
    • Purchase approval
    Status
    Illustrative example

  3. 03 · Finance · Review preparation

    The weekly finance review arrives with the questions already organized.

    Using approved read access, the agent gathers the relevant accounting records, compares the selected periods, identifies missing context, and prepares a review packet. Accounting changes remain separately authorized.

    Flow
    Accounting → Documents → Review
    Controls
    • Read-only first
    • Source links
    • No unapproved writes
    Status
    Illustrative example

  4. 04 · Sales · Call follow-up

    Every sales call leaves the CRM with a usable next step.

    The agent turns the transcript into an account summary, maps evidence to the team's qualification method, drafts the follow-up, and prepares the CRM update for review instead of leaving the rep with another admin task.

    Flow
    Call transcript → CRM → Email
    Controls
    • Source transcript
    • Evidence required
    • Rep approval
    Status
    Illustrative example

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The plan carries a 30-day go-live guarantee. We will scope which of these fits your business on the call.

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