Workflow / Integrations / Human-in-the-loopCortex Automation

Process automation and AI

Automation may combine exact rules, available system interfaces, an optional AI layer and human approval. AI is not a default requirement and is used only where it addresses a concrete input or decision-support need.

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Deterministic workflow

Predictable steps belong in rules and automation. Their behaviour should be traceable and connected to a defined trigger.

Validate and complete required values
Routing, approvals and notifications
Calculations, reporting and scheduled tasks
Integrations based on available APIs and access

AI where it is justified

A model may help with unstructured content or prepare supporting material. It should not replace a rule that can be described exactly.

Document extraction and classification
Customer-request classification
Draft summaries or responses
Finding relevant context

People, exceptions and fallback

The process must define which cases may proceed automatically and which require review. An exception is part of the design, not a side state.

Approval of sensitive or uncertain cases
An exception queue with a clear owner
A safe return to manual handling
Monitoring errors and incomplete inputs

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Discuss a specific process

Describe the current situation, available data and the point where the problem occurs. The next step will be shaped by the actual assignment.