Playbook
Top 10 process automations to start with
The fastest path to measured ROI in your first 60 days is to pick a process bundle from our pre-built library, wire it to your systems, and run it in shadow mode against last quarter’s data. The ten bundles below are the ones our FDE team picks first with new design partners — high frequency, clearly bounded, well-instrumented for measurement.
Each bundle ships as a coordinated set of agents wired to a named process graph step. You don’t configure them individually; you activate the bundle and the value-chain rollup starts the same day.
What the full playbook will cover
- Order Orchestration — quote-to-cash with exception handling
- Billing Exception — invoice matching, dispute triage, dunning
- Channel Enablement — partner portal, MDF requests, lead routing
- Field Service Companion — dispatch optimization, technician copilot
- Renewal & Expansion Intelligence — health scoring, upsell signals
- Back-in-Stock — inventory reorder triggers, supplier coordination
- B2B Bulk Order — pricing, approval routing, fulfillment
- Promo Launch — campaign setup, channel sync, performance tracking
- Variant & Option Manager — SKU catalog operations
- B2B Contract Pricing — rate card application, exception approval
- How to pick the right bundle for your first pilot — diagnostic questions
- Shadow → testing → active rollout cadence
Coming soon — request the full playbook
The full playbook with rollout cadences and measurement templates is being authored from the first wave of design-partner deployments. Email the FDE team to discuss which bundle fits your pilot.
Request full playbook