Solutions

The processes everyone says can’t be automated.

Real businesses run on exceptions, regulation and judgment. These blueprints show how each of nine demanding processes can be automated safely: what the system does, where the engineering gets hard and what a person always decides.

Representative blueprint. The targets below are design targets we scope and measure against in a Loop Audit. They are not results from a named client.

Finance and operations

Accounts payable

Every invoice read, matched against the PO and the receipt, coded, posted and scheduled. Exceptions reach a person with the evidence already attached.

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Insurance and brokerage

Insurance claims

Every claim arrives complete, coverage-checked, scored for fraud signals and summarised, so adjusters spend their day deciding, not collecting.

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Healthcare and benefits

Prior authorization

Requests assembled from the chart, matched to the payer’s criteria with citations, submitted, tracked and appealed, with a clinician approving every submission.

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Brokerage and 3PL

Freight and logistics

Quote requests become priced quotes in minutes. Booked loads are tracked, exceptions are caught early, and carrier invoices are audited against what was agreed.

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B2B software and services

Questionnaires and RFPs

A 300-question questionnaire drafted in an afternoon, every answer cited to your own policy or report, with the risky ones routed to the person who owns them.

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Fintech, lending and regulated services

KYC and KYB onboarding

Identity, ownership, sanctions and risk checks done in minutes, with a complete case file for the compliance officer on the cases that need a human.

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Legal, procurement and sales operations

Contract review and obligations

Every incoming contract compared to your positions, redlined in Word with tracked changes, and every obligation turned into a reminder before it can be missed.

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Catering, venues and hospitality groups

Events and hospitality

Enquiries quoted fast, event orders generated from your menus, suppliers ordered, staff scheduled to labour rules, and every event reconciled afterward.

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B2B sales and marketing

Revenue operations

The right accounts found from real buying signals, researched, contacted in your voice within the rules, and every reply, meeting and update recorded.

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Have a process that is not on the list?

Most of our work starts with something nobody has automated before. Tell us what it is.

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Automation blueprints | Workloop