Example Workflows
Start with the workflow creating the most friction.
AGMA360 is configured around your workflows, systems, and business rules. The following are example starting points, not fixed product packages. The AI Workflow Audit identifies which workflow is suitable to automate first.
Campaign Operations
Coordinate research, content, tasks, approvals, publishing, follow-ups, and reporting.
Program Management
Collect updates, identify blockers, create tasks, update documentation, and prepare status reports.
Sales Operations
Research accounts, enrich leads, prepare briefs, draft follow-ups, and update CRM records.
Data & Reporting
Retrieve data, answer business questions, generate insights, prepare reports, and distribute summaries.
Customer Operations
Classify requests, find relevant knowledge, prepare responses, route exceptions, and update systems.
Knowledge Operations
Search approved company knowledge, answer employee questions, summarise documents, and maintain documentation.
Finance & Compliance Reporting
Collect information, validate completeness, flag exceptions, prepare summaries, and support review workflows.
Internal Operations
Coordinate recurring tasks, approvals, reminders, reconciliations, and cross-team handoffs.
Not sure which workflow to start with?
The Free AI Workflow Audit identifies the right starting point and tells you which workflows should remain human-led.