PROCESS FIRST. POSSIBILITIES NEXT.

MAKE WORK
FLOW.

Your systems.Your logic.Your control.

Less time moving information.
More time moving your business.

Custom AI agents that turn your everyday processes into a better way to work.

Build your first agent Explore the workflows
A PROCESS, IN MOTIONInteractive demo
Invoice processing Sample run · ready
Invoice receivedvendor-invoice-4471.pdf via email
queued
Agent extracts datavendor, line items, totals, tax
queued
Validate against POPO, receipt and invoice cross-checked
queued
Create ERP draftdraft prepared for finance approval
queued
Team notifiedreview request sent to finance
queued
An illustrative invoice workflow. Your team approves the result.
LESS REPETITION. MORE POSSIBILITY.Discover Process Labs
01 / CONNECTKeep the systems you trust.

ERP, CRM, email and documents.

02 / AUTOMATEMake your process run.

Agents built around the way you work.

03 / CONTROLKeep people in command.

Approvals, exceptions and audit trails.

What we do

Real work.
Handled intelligently.

From the finance desk to the factory floor, we turn repeatable processes into dependable workflows.

Core operations

Move requests, approvals and reporting across teams without the endless follow-up.

Ops · Admin · Reporting

Financial workflows

Reconcile statements, prepare invoice entries and surface exceptions for your finance team.

AP · AR · Close · Audit

Manufacturing & supply chain

Production planning, quality control, and procurement agents built for the factory floor.

Planning · QC · Procurement

Internal AI systems

Make company knowledge useful, connect scattered tools and give teams answers with context.

APIs · Search · Copilots
Our capabilities

From the first question
to everyday operation.

A complete engagement can cover process design, custom agents, system connections and ongoing improvement. Start with the pieces your business needs.

01Process discovery & solution designA clear plan before a line of code.

We follow a real request from start to finish: who receives it, where information lives, which decisions matter and where work gets stuck. The result is a workflow your operators recognise and a scope your business can evaluate.

  • Current-state process map and handoff review
  • Automation opportunities ranked by volume, effort and risk
  • Exception rules, approval owners and success measures

What you getA prioritised roadmap and a scoped first workflow.

02Finance & commercial operationsGive finance a better starting point.

Bring invoices, statements, purchase orders and ledger data together for checking and preparation. Your team gets structured drafts and a queue of items that need judgment, with the underlying evidence close at hand.

  • Invoice extraction, duplicate checks and PO matching
  • Supplier reconciliation and collections follow-up preparation
  • Daily sales, collection and management report preparation

What you getReviewable entries, reconciliations and exception reports.

03Manufacturing & supply chainConnect planning to what is actually available.

Translate demand into material checks, replenishment suggestions and production priorities. Build around your BOMs, lead times, warehouse rules and the information your factory can reliably provide.

  • Material shortage and open-order visibility
  • Production plan preparation and inventory alerts
  • Inspection records, supplier follow-ups and dispatch readiness

What you getA coordinated planning workflow with clear release approvals.

04Sales & customer operationsKeep the next action moving.

Turn incoming enquiries and customer requests into organised work. Pull together product, account and conversation context so sales and service teams spend less time searching and more time resolving the request.

  • Lead routing and CRM data preparation
  • Quotation drafts using approved product and price data
  • Service ticket triage, warranty intake and follow-up queues

What you getPrepared responses and next steps for the responsible team.

05Knowledge & document intelligenceMake company information usable.

Build internal assistants around approved manuals, SOPs, product documents and policies. Answers should point back to their sources, respect access permissions and say when the available material is insufficient.

  • Search across approved documents and knowledge sources
  • Document classification, extraction and summarisation
  • SOP assistance and internal question routing

What you getA source-aware knowledge workflow with a named content owner.

06Systems integration & ongoing improvementHelp the whole process hold together.

Connect the steps between your existing tools and keep the workflow understandable after launch. Define how it runs, what happens when a system is unavailable and how changes are reviewed before release.

  • ERP, CRM, email and document system connections
  • Run monitoring, exception queues and controlled retries
  • Documentation, operator training and agreed support

What you getA maintained workflow with clear ownership and operating instructions.

Workflows in action

Your workflow.
In motion.

Explore illustrative workflows. See what the agent handles, where your systems connect, and where your people decide.

TriggerInvoice arrives

Email, portal upload, or scanned document — any format.

AgentExtract & classify

Vendor, line items, GL codes — with your chart of accounts.

Agent3-way match

Validated against PO and goods receipt. Exceptions flagged.

SystemPrepare ERP draft

Draft entry prepared with supporting documents for review.

HumanReview & approve

Finance reviews flagged items and approves entries before they are posted.

Less manual entry

Invoice preparation with an approval checkpoint.

Discuss this workflow
The opportunity library

Find the work
worth rethinking.

24 illustrative starting points across six business functions. Each combines useful automation with a clear place for human judgment.

24 use cases

Finance01

Invoice preparation

Extract invoice fields, check totals and supporting documents, and prepare an ERP draft.

Human checkpointFinance approves the entry.
Finance02

Supplier reconciliation

Compare supplier statements with ledger entries and group unmatched items for investigation.

Human checkpointAccounts resolves discrepancies.
Finance03

Collections follow-up

Combine ageing, recent receipts and account notes into a prioritised follow-up list and message drafts.

Human checkpointThe account owner approves outreach.
Finance04

Daily management reporting

Prepare a consistent view of sales, collections, payables and exceptions from approved reports.

Human checkpointFinance checks the reporting basis.
Supply chain05

Replenishment planning

Flag items below agreed stock levels and prepare purchase or manufacture suggestions.

Human checkpointA planner releases the request.
Supply chain06

Material readiness

Check open orders against BOM requirements, usable stock and expected receipts.

Human checkpointPlanning confirms substitutions and priorities.
Supply chain07

Supplier quote comparison

Normalise quotations into a comparison of quantities, prices, lead times and stated terms.

Human checkpointProcurement selects the supplier.
Supply chain08

Dispatch readiness

Gather stock, packing, order and documentation status into a dispatch checklist.

Human checkpointThe authorised team clears release.
Sales & service09

Enquiry qualification

Classify incoming enquiries, identify missing details and route each request to the right owner.

Human checkpointSales confirms fit and priority.
Sales & service10

Quotation preparation

Prepare a quotation draft from approved SKUs, prices, availability and commercial rules.

Human checkpointSales approves pricing and terms.
Sales & service11

Customer service triage

Group requests by topic and urgency, retrieve relevant records and propose a response.

Human checkpointService reviews exceptions and commitments.
Sales & service12

Warranty intake

Collect purchase details, product references and fault evidence into a complete review file.

Human checkpointThe service team decides eligibility.
Operations13

Purchase request routing

Check required fields and route a request through the appropriate approval sequence.

Human checkpointBudget owners authorise spend.
Operations14

Employee onboarding

Prepare task lists, document requests and handoffs for a new employee’s joining process.

Human checkpointHR and IT approve sensitive access.
Operations15

Project progress reporting

Consolidate owner updates, milestones and overdue actions into a reviewable status report.

Human checkpointProject leads confirm the narrative.
Operations16

Internal memo coordination

Structure submitted memos, identify the relevant teams and prepare the distribution draft.

Human checkpointThe issuer approves circulation.
Knowledge17

SOP assistant

Retrieve relevant procedure sections and provide a source-linked answer to an internal question.

Human checkpointThe process owner maintains the SOP.
Knowledge18

Product knowledge assistant

Find specification details and comparison points in an approved product document set.

Human checkpointTechnical teams confirm unusual applications.
Knowledge19

Document intake

Classify incoming documents, extract agreed fields and identify missing information.

Human checkpointReviewers check uncertain extractions.
Knowledge20

Meeting-to-action handoff

Turn an approved transcript or notes into proposed actions, owners and due dates.

Human checkpointParticipants confirm their assignments.
Governance21

Evidence pack preparation

Gather linked records and approvals against an agreed internal review checklist.

Human checkpointThe control owner signs off completeness.
Governance22

Policy change review

Compare approved policy versions and flag passages that may affect existing procedures.

Human checkpointPolicy owners interpret and approve changes.
Governance23

Contract obligation tracking

Extract candidate dates, deliverables and renewal terms from approved contracts.

Human checkpointThe responsible reviewer validates interpretation.
Governance24

Access review preparation

Prepare a review list of permissions, owners and unresolved access exceptions.

Human checkpointAuthorised administrators approve changes.

These are workflow concepts, not client case studies. Feasibility depends on your data, access permissions and agreed scope.

Discuss your use case ↗
The business case

Put a number on
the busywork.

Start with a single workflow. Estimate the time it takes today and the capacity automation could return.

Potential annual capacity value $95,013
2,111 hours back per year
1.2 FTE capacity equivalent

Illustrative gross capacity value in USD, before build and operating costs. Assumes 46 working weeks and 1,800 hours per FTE. Time saved is not guaranteed cash savings.

Measure what changes

Success is more
than a faster task.

Agree the baseline before the pilot. Compare the same work, over a comparable volume, including the effort needed to review and correct the output.

01

Time per completed task

Count preparation, review, correction and follow-up time together.

02

Quality of the result

Track accepted outputs, errors, rework and the reasons reviewers intervene.

03

Exception visibility

Check whether incomplete, unusual or failed items reach the right person.

04

Cost to operate

Include model usage, hosting, licences, support and your team’s oversight.

05

Adoption by the team

Confirm that people can run the workflow, resolve issues and trust its records.

Choose your approach

Built to fit your business.

The right approach depends on your process, your team and the systems you need to connect.

Comparison of off-the-shelf tools, building in-house, and Process Labs
Consideration Off-the-shelf AI tool Build it in-house Process Labs
Time to first live workflow Often quickest for a standard task Depends on team and scope Targeted pilot, scoped with your team
Fits your actual logic Within available configuration Built by your team Built from your workflow map
Legacy system integration Supported connectors and APIs Integrations your team develops API, database, file and RPA paths
Cost as usage grows Seat or usage-based pricing Salaries plus infrastructure Scoped build + ongoing operation
Who owns the logic Vendor-defined features You You — readable, editable rule layer
When it's the right call Standardised, standalone workflows Core product IP you must own end to end Operational workflows across messy systems
Manufacturing

From order book
to factory floor.

Manufacturing has its own complexity. Your agents should understand BOMs, capacity, quality and the cost of a line standing still.

Production planning & scheduling

Turn confirmed orders into optimised line schedules. The agent explodes BOMs, checks material availability, and sequences jobs to minimise changeovers and hit delivery dates.

OrderBOM & stock checkSchedule draftWork orders
Turn demand into a reviewable production plan

Quality control & inspection

Inspection results, defect photos, and test data flow straight into structured QC reports. The agent spots recurring defect patterns by batch, shift, and supplier before they become returns.

QC checksLog & classify defectsPattern analysisBatch report
Connect inspection data to corrective action

Predictive maintenance

Machine logs, downtime records, and operator reports feed an agent that flags equipment drifting toward failure — and drafts the maintenance ticket, parts list, and schedule slot before it stops the line.

Machine dataDetect anomaliesDraft work ticketScheduled fix
Give maintenance teams earlier warning

Procurement & raw materials

Consumption rates, supplier lead times, and open POs are tracked continuously. The agent raises reorder proposals with quantities and supplier splits — so planners can act on shortages earlier.

Stock levelsForecast consumptionReorder proposalPO raised
Surface replenishment risks earlier
Your systems, connected

A better workflow.
A familiar foundation.

Your ERP remains your ERP. We design the connections around approved access, the data each step needs and the records your team already trusts.

01 / BUSINESS RECORDS

ERP & accounting

Orders, invoices, stock, production records and account data. Define exactly what an agent may read, prepare or update.

ERPNext · your existing ERP · accounting systems
02 / TEAM WORKSPACE

Email & collaboration

Start from an incoming request, prepare a response or send an approved handoff into the tools your team uses.

Microsoft 365 · shared inboxes · collaboration tools
03 / CUSTOMER CONTEXT

CRM & service

Bring account history, enquiry status and service records into a consistent process with clear ownership.

CRM platforms · help desks · customer portals
04 / COMPANY KNOWLEDGE

Documents & data

Work with authorised files and structured exports while keeping source references and freshness visible.

SharePoint · approved document stores · spreadsheets

We confirm the connection before committing to the build.

Discovery checks available interfaces, account permissions, data quality and any vendor restrictions. Where direct access is unavailable, an approved export or supervised file handoff may be enough for a first pilot. Named platforms are examples for scoping; compatibility is verified for your setup.

Control by design

The agent does the work.
You set the boundaries.

Decide what can happen automatically, what needs approval and what must stop. These controls are defined for each implementation, with responsibilities agreed before launch.

01

Permission to act

Limit access to the information and actions needed for the workflow. Separate preparing a draft from posting, sending or releasing it.

02

Approval where it matters

Assign named reviewers to material decisions, with approval thresholds and escalation paths that reflect your business.

03

Evidence with the answer

Keep the source document, relevant fields and rule checks available so a reviewer can understand a proposed action.

04

A path for exceptions

Route missing data, uncertain results and failed steps into a visible queue. Define who picks them up and how work resumes.

05

Data handling agreed upfront

Document where information is processed, who can access it, how long it is retained and which provider settings apply.

06

Changes under control

Test rule changes against representative examples before release. Define a pause, fallback and recovery approach for the workflow.

Example approval boundary

An invoice agent can extract, check and prepare an entry. Posting the entry or releasing a payment requires the separately agreed authority and approval.

Why Process Labs

Built around you.
Designed to stay useful.

Process Labs builds custom AI agents around the work that keeps a business moving. We connect operational understanding, practical software and clear accountability from discovery through daily use.

Process-first thinking

We start with your workflows, not the technology. An agent is only as good as the logic it follows — so discovery starts with the people, decisions and exceptions behind the work.

Deep customisation

Every solution is built for your specific constraints and strategic goals. We combine appropriate existing tools with custom logic where your process needs it.

Enterprise reliability

Designed for mission-critical operations, with security, auditability and performance treated as core requirements rather than a later hardening pass.

Long-term partner

We don't ship and leave. Processes change, volumes grow, regulations move — we keep improving the agent as your business evolves around it.

How it works

Start focused.
Scale with confidence.

A typical four-week pilot, followed by continuous improvement. Timing depends on scope, data readiness and access to your systems.

STEP 01

Understand your business

We map your existing workflows and identify the bottlenecks in your current stack.

A written baseline
  • Process map and sample inputs
  • Scope, owners and success criteria
Week 1
STEP 02

Design your agent

Custom agent logic, built specifically around your operational goals and exception rules.

A reviewable design
  • Workflow rules and approval points
  • Test cases and integration plan
Week 2
STEP 03

Deploy into your systems

Connect approved systems, test representative cases and check failures as carefully as successful runs.

A tested pilot
  • Connected workflow and review queue
  • Supervised runs and user feedback
Week 3
STEP 04

Optimise & scale

Supervised running against real volume, then continuous monitoring and logic refinement.

An operating handover
  • Runbook and team training
  • Support scope and improvement backlog
Week 4 onward
Industries & operating contexts

Built for the detail
of your business.

The same technology has different responsibilities on a factory floor, in a finance team or across a dealer network. We scope the workflow around those differences.

01

Manufacturing

Keep demand, materials and production in step.

When orders, BOMs, purchasing and shop-floor updates live in different places, planners spend too much time rebuilding the picture. Start with one repeatable planning or quality workflow.

  • Material readiness and production planning
  • Inspection summaries and defect follow-up
  • Maintenance request preparation
A possible first pilotMaterial shortage review
02

Trading & distribution

Coordinate a busy product and dealer network.

Bring together enquiries, stock, receivables and supplier information. Prepare the work that commercial teams need while keeping credit, pricing and purchasing decisions with authorised people.

  • Dealer follow-up and account preparation
  • Quotation and product data workflows
  • Replenishment and dispatch readiness
A possible first pilotDaily account and order exceptions
03

Financial services

Give reviewers organised, traceable information.

Document-heavy work benefits from structured intake, consistent checklists and a visible review trail. Specialist decisions and regulated approvals stay with the responsible professionals.

  • Document completeness checks
  • Internal report and evidence preparation
  • Policy and operational knowledge search
A possible first pilotDocument intake and review routing
04

Logistics & fulfilment

Keep the handoffs visible.

Connect shipment records, incoming documents and customer queries so teams can spot missing information and prepare updates before a request becomes a long email chain.

  • Shipment document classification
  • Delivery exception summaries
  • Customer status response preparation
A possible first pilotMissing-document follow-up
05

Projects & professional services

Move from scattered updates to clear action.

Turn tender documents, project notes and team updates into structured work. Keep commitments, technical judgments and external submissions under the project owner’s review.

  • Tender requirement extraction
  • Project action and milestone reporting
  • Document register and submission preparation
A possible first pilotWeekly project progress pack
06

Shared services & growing teams

Give repeatable work a consistent path.

Create a common intake and approval flow for requests that cross HR, finance, IT and administration. Make ownership clear without adding another layer of manual coordination.

  • Employee and vendor onboarding
  • Purchase request and memo routing
  • Internal SOP and policy assistance
A possible first pilotOne cross-team approval workflow
Ways to work together

Start at the right scale.
Build from there.

Choose the engagement around your readiness and the decisions you need to make. Deliverables, responsibilities, fees and third-party costs are agreed in the proposal.

Before the first conversation

Bring a real process.
We’ll work through it.

You do not need a perfect specification. A few representative examples and a person who knows the work are a useful starting point.

Tell us what slows your team down ↗
  1. The taskWhat happens today, how often and who handles it?
  2. The inputsWhich documents, messages and records does it use?
  3. The decisionsWhat rules apply, and who approves exceptions?
  4. The resultWhat would a successful outcome look like?
Questions, answered

Go deeper.
Know what to expect.

From the first pilot to everyday operation: the practical questions behind a useful AI implementation.

How do we choose the first workflow?
Look for recurring work with a clear owner, accessible inputs and a result you can check. High volume helps, but a small, well-defined workflow is often a better pilot than a complex process spanning every department. We consider review effort and exceptions as well as potential time savings.
How long does a first deployment take?
A focused pilot typically targets four weeks, depending on scope, data readiness and access to your systems. Discovery comes first, followed by design, build, integration and supervised runs. The implementation plan confirms the actual milestones before work starts.
Do you replace our existing software?
Usually, no. We build around the ERP, CRM, email and document systems you already use. The connection method depends on the interfaces and permissions available. Any necessary changes to your existing setup are identified during discovery.
What is the difference between an AI agent and a chatbot?
A chatbot primarily answers a question in conversation. An agent workflow can also gather information, follow a sequence, prepare outputs and request approved actions in connected systems. Its permissions and approval boundaries determine what it can actually do.
Does every step need AI?
No. Clear calculations, fixed rules and predictable transfers often suit conventional software. We use AI where interpreting documents, classifying information or drafting language adds value, and combine it with defined rules and checks.
What happens when an agent is unsure?
The workflow should route uncertain results, missing information or failed checks to a named reviewer instead of treating them as completed work. We define those rules, the evidence shown to the reviewer and the steps needed to resume the process.
Can we approve actions before they happen?
Yes. Approval points can be designed before posting records, sending messages, issuing orders or taking other consequential actions. We agree which actions can run automatically and which require an authorised person.
Where does our data go?
We agree the deployment environment, access permissions, retention and model-provider settings before implementation. The design can include your cloud tenant or on-premise components, subject to integration requirements. The data flow should be documented for your review.
Can you work with ERPNext or Microsoft 365?
These can be part of the integration scope. We first check your specific deployment, account permissions, available interfaces and data structure. The proposal identifies what will connect and any licences, access changes or limitations that need to be addressed.
What if our data is incomplete or inconsistent?
Discovery identifies the gaps that matter to the chosen workflow. We may narrow the pilot, add validation or agree a limited cleanup step. An agent should flag missing information rather than quietly invent it or force a record through.
How do you test accuracy before launch?
We agree representative examples, known correct outputs and exception cases with your team. Reviewers assess results before supervised live use. Acceptance criteria should cover correctness, review effort, failure handling and whether the workflow meets its business purpose.
How do you price the work?
The engagement can be scoped as a discovery and build fee, with a separate ongoing arrangement for operation, monitoring and improvement. The proposal makes scope, third-party usage costs, support and change allowances explicit. Pricing is confirmed after the workflow is understood.
What does our team need to contribute?
A process owner, representative examples, access to the relevant systems and time for review are the essentials. Depending on the workflow, finance, IT, operations or other specialists may need to validate rules and approve the rollout.
Who owns the workflow and its documentation?
Ownership, repository access, licences, reusable components and handover materials are defined in the engagement agreement. We make these arrangements clear before implementation so your team understands how the solution can be operated and maintained.
What happens after launch?
We agree who monitors runs, handles exceptions and supports the users. An ongoing engagement can include performance reviews, issue resolution and scoped improvements. Support hours, response expectations and change requests are documented in the proposal.
Can we expand the solution later?
Yes. A validated pilot provides a basis for additional volumes, departments or related workflows. Each expansion should revisit permissions, data quality, operating costs and acceptance criteria rather than assuming the original design covers everything.
Start here

Let’s find your
first opportunity.

Describe one process that eats your team's week. We'll come back with how an agent would run it, what it would connect to, and what it would take to build — usually within 24 hours.

  • A workflow map you can keep, whether or not we work together
  • An honest read on whether an agent is the right tool here
  • No sales sequence — one reply from the person who'd build it
Add your name so we know who we're replying to.
That email doesn't look right — check for a typo.
A sentence or two is plenty — what happens today, and who does it?

Opens a draft in your email app. Review and send it to hello@processlabs.tech.

Your next chapter.
Less manual work.

Start with one process. Build something that changes the way you work.

Let’s talk or email hello@processlabs.tech