Orchestrate Thousands of AI Employees
and Humans — All in One Place

1. New customer onboarding email arrives in a shared inbox. Your AI employee opens and reads it.
2. If required business details are missing, it replies asking for them and waits.
3. It extracts the legal name, registration number, and address, then confirms the business is active in the appropriate registry (Companies House, Secretary of State, ASIC, etc.).
4. It screens the business and its principals against international sanctions lists.
5. If inactive or flagged, it replies with the specific reason and closes the process.
6. If the customer exists in the CRM, it updates the record and notifies the requester.
7. Otherwise, it creates a new record with credit terms based on customer type — Net 30 for established businesses, prepaid for new entities, deposit required for international orders above a threshold.
8. It files supporting documents in shared storage, sends a region-appropriate welcome email with onboarding packet, and posts to the sales channel.

6 applications. Four decision points, each resolved autonomously. No human touches it. ProcessPlan learned the entire workflow by watching someone do it — no scripts, no API work, no IT project.

1. A supplier invoice lands in the AP shared inbox. Your AI employee opens the PDF and extracts the vendor, invoice number, line items, taxes, and totals — even when line items span pages or formats vary.
2. It looks up the matching purchase order in the ERP, pulls the goods receipt from the warehouse system, and runs a three-way match.
3. If everything matches, it codes the invoice to the right GL account and cost center from the PO and books it for payment.
4. If quantities or prices differ within the agreed tolerance (say, 2% or $50), it adjusts and logs the variance.
5. If the variance is outside tolerance, it routes the invoice to the AP manager with a side-by-side comparison and the likely cause (price increase, partial shipment, freight).
6. If the vendor's bank details or remit-to address have changed since the last payment, it pauses and emails the vendor's known accounting contact to confirm — protecting you from invoice fraud.
7. It schedules payment on the negotiated terms, takes the early-pay discount when cash flow allows, and files the invoice in shared storage.
8. It updates the vendor record, emails the remittance once paid, and posts a daily summary of processed invoices and exceptions to the finance channel.

6 applications. Four decision points, including a fraud check built straight into the workflow. Your AP team only sees the exceptions. ProcessPlan learned this end-to-end by watching someone work through a stack of invoices — no scripts, no ERP integration work, no IT project.

1. A signed offer letter is uploaded to the HRIS. Your AI employee creates the employee record with start date, role, department, manager, location, and compensation.
2. It generates the new hire's email using your naming convention, checks for collisions, and provisions the account in the identity provider.
3. It assigns the standard access bundle for the role — chat channels, CRM, code repos, expense tool, project tracker — plus any team-specific tools the manager flagged.
4. It enrolls the new hire in the correct benefits based on location, family status, and election deadlines, then emails the personalized packet.
5. It orders a laptop matching their role, schedules delivery for the day before start, and tracks the shipment.
6. It schedules first-week meetings — HR orientation, manager 1:1, team intros, IT setup, buddy lunch — across every attendee's calendar, and enrolls the employee in required compliance training with deadlines tied to the start date.
7. If the role is regulated (finance, healthcare, broker-dealer), it kicks off the background check, license verification, and any registration filings with the relevant body.
8. On day one, it sends the welcome email with login credentials and agenda, posts a welcome with photo and bio to the team channel, and sets 30/60/90-day check-in reminders for the manager.

More than a dozen applications. Decision branches for role, location, and regulated industries. Every new hire gets a polished day one — without a single manual handoff. ProcessPlan learned the whole process by watching your HR coordinator onboard one person.

1. A support request arrives by email, web form, or chat — in any language. Your AI employee reads it and extracts the account, the product or feature involved, what they expected, and what actually happened.
2. It looks up the customer in the CRM — plan, contract value, health score, and any open tickets.
3. It classifies the issue (billing, bug, how-to, feature request, outage, security) and sets severity based on business impact and the customer's tier.
4. It searches the knowledge base and engineering bug tracker for a match.
5. If it's a known how-to or billing question, it drafts a personalized reply with the right screenshots and article links and sends it.
6. If it's a known bug with a workaround, it sends the workaround, subscribes the customer to the bug, and promises a follow-up when it's fixed.
7. If the issue is new or complex, it opens a ticket and routes it to the right team with everything it has already learned attached — so the engineer isn't starting from scratch. For enterprise tier or high severity, it also pages the on-call engineer and posts a status update to the account's channel.
8. It sets an SLA timer, flags anything mentioning data loss, security, or a regulated industry for compliance review, and once resolved requests a CSAT rating and files the full timeline to the CRM.

7 applications. Five decision points, including severity routing and a security screen. Your team sees only the tickets that truly need a human. ProcessPlan learned the playbook by watching your best support engineer clear one morning's queue.