--- title: AI Workflows url: https://opero.pro/product/workflows collection: products --- *Tailored automations for how your team actually works.* From incoming email triage to warranty validation to PM scheduling — Opero workflows are designed alongside your operations team, not configured from a template. ## Key capabilities - Custom-built per company - ERP, CRM, FSM integrations - Human-in-the-loop where it matters - Audit trail by default Most "workflow automation" tools are drag-and-drop builders — presentable in a demo, abandoned six weeks later when the operations team realizes they are running the tool instead of running the operation. The flows that survive in production look nothing like the demo. They look unglamorously like the ERP screens and inbox threads your team uses every day. That is not an accident. It is the only design that works. ## What it actually does Workflows are designed alongside the operations team — they describe the process; we build the agent that runs it. The design session is not a requirements document and a handoff. It is a working session with the ops manager and the team leads who own the process, tracing each step from trigger to resolution: what arrives, what gets checked, who approves, what gets written to which system. Then we build the agent to run those steps. The agent lives where the team already works. It reads from Outlook. It writes to the FSM. It looks up records in the CRM or the ERP. It does not ask the team to log into a new tool, learn a new interface, or change where they keep their data. When the agent needs a human decision, it surfaces the request in the channel the team already monitors — a task in the FSM, a flagged email, a Slack message with an approve/reject button. The team stays in the process. The agent handles the keystrokes. No new app to log into. No workflow canvas to maintain. No "automation admin" whose full-time job is keeping the builder from breaking. The thing the team describes is the thing that runs. ## Worked examples **Incoming email → triage → ticket.** A service inbox receives thirty to eighty messages a day across multiple accounts. The agent reads each incoming message, classifies it by issue type and urgency, identifies the relevant asset from the serial or model number in the body, and creates a ticket in the FSM with the right team assigned, the right priority set, and the relevant service history attached. The email is marked handled. The on-call engineer sees a structured ticket, not a raw inbox thread. Triage time drops from a task that anchors one person's morning to something that happens in seconds, with a human reviewing exceptions rather than every message. **Warranty validation → contract lookup → reply in customer language.** A customer emails about a suspected fault. The agent reads the email, pulls the serial number, checks it against the contract database, and determines warranty status — in or out, which coverage tier, which exclusions apply. It then drafts a reply in the customer's language: the warranty position stated plainly, the next step described, the relevant clause referenced. A human reviews and sends. The customer gets a response that is accurate and in their own language. The agent owns the keystrokes; the service manager owns the commitment. **PM scheduling → engineer assignment → calendar invite → parts pull-list.** A monthly preventive-maintenance window opens across forty assets at three sites. The agent reads the asset register — machine type, last service date, service interval, location — assigns engineers by skill certification and geographic zone, books the calendar slots, generates the parts pull-list for each visit from the parts catalogue, and sends each engineer their day in a structured brief. What used to take a service coordinator an afternoon now takes minutes, with the coordinator reviewing the output before it goes out rather than producing it from scratch. ## Proof The same agent architecture handles RFP automation for bid teams: 5× drafts per bid-manager-week, time-to-first-draft down approximately 70%. Those are typical pilot results — your mileage will depend on corpus quality and how much of the existing process can be described precisely. The [RFP automation playbook](/resources/rfp-playbook) covers the build approach in detail. ## What you control Which steps require human approval and which the agent handles unattended. Which systems the agent has write access to — read access is the default; write access is granted per system and per action type. The spend threshold above which the agent must ask before generating a purchase order. The escalation path when a case falls outside the agent's remit. The audit log is not optional. Every action the agent takes is logged with the calling user, the timestamp, and the model version that produced the output. Every human approval or rejection is captured. Every system write has an audit record. When a question arises six weeks later about who approved what and when, the answer is in the log. That record exists because regulated operations and high-value transactions require it — not because it is a feature. Custom-built per company, not configured from a template. The connector set is real — SAP, IFS, ServiceNow, HubSpot, Microsoft Dynamics, IBM Maximo, Outlook, Slack — so the build time is measured in weeks, not quarters. ## What it integrates with SAP, IFS, ServiceNow, HubSpot, Microsoft Dynamics, IBM Maximo, Outlook, Slack. Those are the systems where most industrial operations already live, and they are real connectors — not an "100+ integrations" slide where two-thirds require a third-party middleware subscription. When the system you need is not on that list, we build the connector; the typical timeline is two to four weeks. Full list at [Integrations](/product/integrations). ## Where to look next - [Integrations](/product/integrations) — the full connector list and how write access is scoped per system. - [Operations use case](/use-case/ops) — how ops managers frame the case for workflow automation internally, with the numbers that appear in a business case. - [RFP automation playbook](/resources/rfp-playbook) — the canonical worked example: one workflow type, one team, the before-and-after in detail.