Daily brief
CRM priorities, cash due, approvals, service work and stock exceptions.
CrewAI orchestration · approval-first
Prepare the work before assigning authority.
Flows handle repeatable business processes. Crews are reserved for research and analysis where specialist collaboration adds value. Every workflow has an explicit output, evidence requirement and stop condition.
New internal workflow
Prepare a controlled run
Creates a draft run and approval request. No external action is available.
Approved workflow catalogue
Repeatable operating work
Meeting preparation
Account history, verified contacts, open commitments and next questions.
Month-end close
Missing evidence, unreconciled items, pending journals and external-accountant pack.
Refill route
Approved service jobs grouped by day, location, fragrance batch and planned quantity.
Data quality
Duplicate candidates, stale contacts, suppressions, missing owners and missing evidence.
Supplier review
Bills due, duplicate signals, purchase evidence and approval exceptions.