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Workflow automation

One less manual workflow. Gains every week.

Workflow automation only works when it fits how your team actually works. That’s why Your Company OS first builds one clear pilot: small enough to go live quickly, important enough to make a difference.

An AI agent can prepare and carry out recurring work in your business using your existing systems. Start with a clear process, agreed sources and a result you can check. Your Company OS sets up integrations with you. Your team provides feedback and stays in control of sensitive actions and decisions throughout.

Workflow-driven teams on Your Company OS
Workflow-driven teams

FIRST PILOT

Start with the workflow where delays, repetition, or missed follow-up are currently the biggest issue.

A good AI workflow doesn’t remove control; it removes noise, waiting time, and repeat work from your week.

High commercial intent
Directly measurable in time and follow-up
Fits existing tools and channels

Your Company OS

One place where your systems, your team and your AI colleagues come together.

  1. Connect

    Your systems talk to each other: email, calendar, CRM and accounting. You replace nothing.

  2. Automate

    Recurring work runs by itself. You approve the important steps.

  3. Collaborate

    Your team and your AI colleagues work in the same files, with one shared memory.

TASKS YOU HAND OVER

Where you hand over work right away

Concrete tasks that return every week and are quick to measure.

01

Inbox to task list

Incoming emails are summarized, prioritized, and turned into concrete actions.

02

Quote request to briefing

The agent collects needs, context, missing information, and creates a quote briefing.

03

Lead to follow-up

New leads are identified, enriched, and prepared for quick follow-up.

04

Intake to file

Answers, documents, and open questions are bundled into one workable file.

05

Planning to preparation

Customer request, availability, materials, and team actions are prepared.

06

Conversation to reporting

Notes and input are translated into a summary, decisions, and next steps.

WHY YOURCOMPANYOS

No more work stuck between your tools.

A request in your email, an appointment in WhatsApp, a figure in Excel: someone retypes it or asks about it. In Your Company OS nobody has to.

4-WEEK APPROACH

We do not build everything at once. We take one recurring workflow live.

  1. 01

    Choose the process

    Together we choose the first process: recurring, well scoped and easy to measure.

  2. 02

    Connect your systems

    Email, forms, CRM, Drive and your existing documents are connected.

  3. 03

    Automate the steps

    Together we set the rules: what runs by itself and when it goes to a human.

  4. 04

    Collaborate, with control

    You stay in control: sensitive steps ask for your approval first.

Frequently asked questions

Quick answers to the main questions.

What is workflow automation?+
It’s making a recurring sequence of steps run more smartly, such as receiving a request, collecting information, following up, checking, and reporting.
Why use an AI colleague instead of just Zapier or Make?+
Because a lot of work is not just clicking or moving data. An AI colleague can understand text, ask questions, summarize, check, and prepare actions.
Which workflow do we choose first?+
The workflow with a lot of repetition, clear rules, and visible impact: often lead follow-up, quote preparation, inbox, or administration.
What do you need to record for workflow automation?+
For each workflow, note what input comes in, which rules apply, what output is needed, and where human control remains mandatory.
When do you choose AI instead of only Make or Zapier?+
Choose AI when text, context, exceptions, or summaries matter. Use Make or Zapier mainly for fixed connections and predictable data steps.
What are good examples of workflow automation with AI?+
Good examples are inbox to task list, quote request to briefing, lead to follow-up, intake to file, planning to preparation, and conversation to reporting.
Peter van de Groep, commercial contact at Your Company OS

Peter van de Groep

Commercial contact at Your Company OS

YOUR CONTACT

Which workflow costs your team too much time every week?

Book an intake. Together we choose the first process and make clear what it delivers for you.