Workflow Automation Solutions

3 Workflows I've Automated for in-house teams. ① Ask Legal ② Procurement ③ Contract Review (not just the review!) 1. Ask Legal [or any department for that matter 🤷🏼♀️] You've heard me talk about legal teams and knowledge management. Long story short, your legal team is answering the same 20 questions over and over 😵💫 A simple way to save a CHUNK of time answering questions from the business (enabling them to go faster) ALL while having complete control & keeping a human in the loop? ↪️ Set up an 'Ask Legal' bot in your comms platform. ↪️ Sync it with your knowledge base (e.g GDrive/Notion/Sharepoint). ↪️ Set up your custom instructions (Want it to tag Bob on privacy questions only, specifically on a Tuesday? No problem).  ↪️ Don't want the answer to go straight out to the business without reviewing it first? Cool, turn on co-pilot mode. The result? 60-80% fewer repetitive queries. Your team focuses on the high value things that need a human lawyer. 2. Procurement Businesses have 100's of tools, but when departments don't speak to each other you end up with duplicate tools & subscriptions 😭 💵 🚽.  What if there was a way for the business to find out in <1 minute if there was a tool available that covered their needs, before needing to spend some hard secured department budget? Moreover, what if I told you, they could kick off the internal procurement process from the comfort of your comms platform? Team member : “Do we already have a tool for X?” in Slack/Teams ✅ Bot checks knowledge base (policies, procurement tool). ✅ If a match is found, it shares the approved tool & owner to contact. ✅ If not, the bot can ask the user for more info and direct them with next steps to kick off the procurement process from inside Slack/Teams. Ensuring your users ACTUALLY follow the process, without adding friction. Did I just see your CFO cry tears of joy? 3. Third Party Vendor Contract Review & Project Management Getting AI to redline a contract (as a first pass) is a huge win, but there's still the other pieces of the process missing, like: 🤷🏼♀️ The business figuring out IF legal review is even needed (according to company policy). 📨 The business actually submitting the contract to legal. 😩 Managing review capacity within the legal team. 🖥️ Getting the legal team to log & update the PM tool. The list never ends. Legal reviews only what actually needs their eyes, turnaround times improve, and the business stops pinging the team for “update pls?” in Slack : ) TLDR; Most legal teams are drowning in admin work that could be automated. I've built all of these using simple processes and tools (that I've found most businesses have). You also know I love a good Figma flow. So I’ve built them for all three of the above (see a sneak peak below). Want the entire thing? Comment "FLOWS" and I'll send them over. Also, tell me what you want to see - more of the above or step-by-step how-to build videos?

Last quarter, I worked with the MD of a heavy equipment manufacturer who believed AI would make status reports clearer and give leadership better visibility into project progress, but while the dashboards improved and the data looked sharper, the actual profit margins did not improve because delays were still being identified too late to prevent cost overruns. By the time problems appeared in reports, the financial impact had already occurred, and in 2026, with tighter compliance requirements and thinner operating buffers, that delay between issue and action is no longer affordable. What has truly changed is not reporting quality but execution speed, because AI systems can now reallocate resources, adjust schedules, and flag bottlenecks immediately instead of waiting for weekly or monthly review cycles; in plant upgrade programs and supplier transitions, I have seen problems addressed at the point of occurrence rather than after escalation. When corrective action happens closer to where the issue starts, delivery risk declines and cycle times shorten, since decisions are triggered by live data rather than by meetings or manual coordination. The main weakness I continue to see is governance, because many AI agents operate on fragmented data sources without clear ownership of decision rights, which leads teams to override outputs they do not trust and reintroduce manual controls that slow everything down, creating a false sense of stability where dashboards remain green but margin pressure builds quietly underneath. Two mistakes appear repeatedly. The first is treating AI as an advanced reporting layer, because manufacturing projects depend on operational control rather than visibility alone, and insight does not prevent delay unless the system is allowed to act within clearly defined boundaries. The second is deploying AI without defining who owns the decisions it influences, because manufacturing plants rely on accountability structures, and when escalation paths are unclear, agents can create conflicting actions that slow adoption and reduce confidence across teams. If you are beginning this journey, start by mapping a single workflow where approvals consistently delay progress, such as change requests during shutdown planning, and introduce AI only where decision rules are already stable and measurable, while avoiding areas that depend on negotiation or human judgment.  #AIInProjectManagement #AgenticAI #ExecutiveLeadership #FutureOfWork #OperationalExcellence0 #DecisionIntelligence #EnterpriseAI #ProjectGovernance #DigitalTransformation #AIForCEOs #BusinessExecution #AIStrategy

LlamaIndex just unveiled a new approach involving AI agents for reliable document processing, from processing invoices to insurance claims and contract reviews. LlamaIndex’s new architecture, Agentic Document Workflows (ADW), goes beyond basic retrieval and extraction to orchestrate end-to-end document processing and decision-making. Imagine a contract review workflow: you don't just parse terms, you identify potential risks, cross-reference regulations, and recommend compliance actions. This level of coordination requires an agentic framework that maintains context, applies business rules, and interacts with multiple system components. Here’s how ADW works at a high level: (1) Document parsing and structuring – using robust tools like LlamaParse to extract relevant fields from contracts, invoices, or medical records. (2) Stateful agents – coordinating each step of the process, maintaining context across multiple documents, and applying logic to generate actionable outputs. (3) Retrieval and reference – tapping into knowledge bases via LlamaCloud to cross-check policies, regulations, or best practices in real-time. (4) Actionable recommendations – delivering insights that help professionals make informed decisions rather than just handing over raw text. ADW provides a path to building truly “intelligent” document systems that augment rather than replace human expertise. From legal contract reviews to patient case summaries, invoice processing, and insurance claims management—ADW supports human decision-making with context-rich workflows rather than one-off extractions. Ready to use notebooks https://lnkd.in/gQbHTTWC More open-source tools for AI agent developers in my recent blog post https://lnkd.in/gCySSuS3

You must know these 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗦𝘆𝘀𝘁𝗲𝗺 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗣𝗮𝘁𝘁𝗲𝗿𝗻𝘀 as an 𝗔𝗜 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿. If you are building Agentic Systems in an Enterprise setting you will soon discover that the simplest workflow patterns work the best and bring the most business value. At the end of last year Anthropic did a great job summarising the top patterns for these workflows and they still hold strong. Let’s explore what they are and where each can be useful: 𝟭. 𝗣𝗿𝗼𝗺𝗽𝘁 𝗖𝗵𝗮𝗶𝗻𝗶𝗻𝗴: This pattern decomposes a complex task and tries to solve it in manageable pieces by chaining them together. Output of one LLM call becomes an output to another. ✅ In most cases such decomposition results in higher accuracy with sacrifice for latency. ℹ️ In heavy production use cases Prompt Chaining would be combined with following patterns, a pattern replace an LLM Call node in Prompt Chaining pattern. 𝟮. 𝗥𝗼𝘂𝘁𝗶𝗻𝗴: In this pattern, the input is classified into multiple potential paths and the appropriate is taken. ✅ Useful when the workflow is complex and specific topology paths could be more efficiently solved by a specialized workflow. ℹ️ Example: Agentic Chatbot - should I answer the question with RAG or should I perform some actions that a user has prompted for? 𝟯. 𝗣𝗮𝗿𝗮𝗹𝗹𝗲𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻: Initial input is split into multiple queries to be passed to the LLM, then the answers are aggregated to produce the final answer. ✅ Useful when speed is important and multiple inputs can be processed in parallel without needing to wait for other outputs. Also, when additional accuracy is required. ℹ️ Example 1: Query rewrite in Agentic RAG to produce multiple different queries for majority voting. Improves accuracy. ℹ️ Example 2: Multiple items are extracted from an invoice, all of them can be processed further in parallel for better speed. 𝟰. 𝗢𝗿𝗰𝗵𝗲𝘀𝘁𝗿𝗮𝘁𝗼𝗿: An orchestrator LLM dynamically breaks down tasks and delegates to other LLMs or sub-workflows. ✅ Useful when the system is complex and there is no clear hardcoded topology path to achieve the final result. ℹ️ Example: Choice of datasets to be used in Agentic RAG. 𝟱. 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗼𝗿-𝗼𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗿: Generator LLM produces a result then Evaluator LLM evaluates it and provides feedback for further improvement if necessary. ✅ Useful for tasks that require continuous refinement. ℹ️ Example: Deep Research Agent workflow when refinement of a report paragraph via continuous web search is required. 𝗧𝗶𝗽𝘀: ❗️ Before going for full fledged Agents you should always try to solve a problem with simpler Workflows described in the article. What are the most complex workflows you have deployed to production? Let me know in the comments 👇

Collaborative robots are moving automation from isolated cells into daily production activities beside human operators. Factories adopting cobots are reorganizing safety procedures and line management to gain steadier execution with less physical strain on teams. A few operational consequences are becoming visible: - Repetitive assembly tasks are shifting toward robotic support while operators focus on supervision - Flexible production lines can adapt faster to product changes through rapid robot reprogramming - Safety management is evolving with sensors and motion control integrated into daily workflows - Workforce development now requires technical skills linked to monitoring and process optimization - Stable robot movements help reduce variability and improve consistency across production cycles Long-term adoption depends on human-machine coordination and production models designed around collaboration rather than replacement. #Cobots #Industry40

What if building automation became a driver of production efficiency? At our Phoenix Contact site in Bad Pyrmont, we’re exploring exactly that. During a recent visit, I met with Dr. Hannah Peter to discuss how we’re connecting facility management and manufacturing. The goal is smarter use of energy and resources. Our PLCnext Factory continuously collects data, which is analyzed by AI to provide infrastructure on demand. This leads to up to 50% lower operating costs. Over the past three years, we’ve seen measurable impact: ⬆️ 30% more productivity ⬇️ 30% less energy consumed 💶 Approximately 1.5 million euros saved annually 🌍 Around 200 tons of CO₂ avoided per year Facility systems, production, EV charging infrastructure, and a battery storage unit are all connected and largely powered by our own solar energy. We also collaborate locally, for example via the district heating network, to make use of existing resources. What we test and validate here is shared with customers and partners who are looking to digitize their own operations. This is sector coupling in practice. A step closer to the 1.5°C goal. Do we have all the answers? Not yet. But we’re learning fast and sharing what works. And here’s one more idea: What if we made these systems even more open and scalable with a control solution built specifically for building applications, based on PLCnext Technology?

I started by asking AI to do everything. Six months later, 65% of my agent’s workflow nodes run as non-AI code. The first version was fully agentic : every task went to an LLM. LLMs would confidently progress through tasks, though not always accurately. So I added tools to constrain what the LLM could call. Limited its ability to deviate. I added a Discovery tool to help the AI find those tools. Better, but not enough. Then I found Stripe’s minion architecture. Their insight : deterministic code handles the predictable ; LLMs tackle the ambiguous. I implemented blueprints, workflow charts written in code. Each blueprint specifies nodes, transitions between them, trigger conditions for matching tasks, & explicit error handling. This differs from skills or prompts. A skill tells the LLM what to do. A blueprint tells the system when to involve the LLM at all. Each blueprint is a directed graph of nodes. Nodes come in two types : deterministic (code) & agentic (LLM). Transitions between nodes can branch based on conditions. Deal pipeline updates, chat messages, & email routing account for 29% of workflows, all without a single LLM call. Company research, newsletter processing, & person research need the LLM for extraction & synthesis only. Another 36%. The workflow runs 67-91% as code. The LLM sees only what it needs : a chunk of text to summarize, a list to categorize, processed in one to three turns with constrained tools. Blog posts, document analysis, bug fixes are genuinely hybrid. 21% of workflows. Multiple LLM calls iterate toward quality. Only 14% remain fully agentic. Data transforms & error investigations. These tend to be coding tasks rather than evaluating a decision point in a workflow. The LLM needs freedom to explore. AI started doing everything. Now it handles routing, exceptions, research, planning, & coding. The rest runs without it. Is AI doing less? Yes. Is the system doing more? Also yes. The blueprints, the tools, the skills might be temporary scaffolding. With each new model release, capabilities expand. Tasks that required deterministic code six months ago might not tomorrow.

Most lawyers are using AI to do faster what they were already doing. That is not the opportunity. AI agents can complete entire workflows autonomously. Here are three examples from legal work: 1) Lease abstraction at scale. An agent reviews 400 commercial leases, extracts rent escalation clauses, flags deviations from the negotiated form, and outputs a variance report. Before a human opens a single document. What took a team two weeks now takes two hours. 2) Regulatory change management. Instead of a paralegal manually checking state-by-state privacy law updates, an agent monitors legislative feeds, maps changes to existing data processing agreements, and drafts a memo flagging the ones that require action. 3) Deal room diligence. In an M&A transaction, an agent ingests the virtual data room, surfaces missing representations, identifies indemnification gaps, and cross-references disclosed litigation against public court records. Autonomously. What all three share: a human sets the objective, verifies the data, and reviews the output. The agent handles every step in between. The professional responsibility question this raises is not whether to use these tools. It is how to structure meaningful supervision when you are reviewing an agent's work product rather than directing it step by step. That is the question lawyers need to be asking right now. I'm Colin, General Counsel at Malbek and author of The Legal Tech Ecosystem. #legaltech #contracts #law #business #learning

LLMs struggle with rationality in complex game theory situations, which are very common in the real world. However integrating structured game theory workflows into LLMs enables them to compute and execute optimal strategies such as Nash Equilibria. This will be vital for bringing AI into real-world situations, especially with the rise of agentic AI. The paper "Game-theoretic LLM: Agent Workflow for Negotiation Games" (link in comments) examines the performance of LLMs in strategic games and how to improve them. Highlights from the paper: 💡 Strategic Limitations of LLMs in Game Theory: LLMs struggle with rationality in complex game scenarios, particularly as game complexity increases. Despite their ability to process large amounts of data, LLMs often deviate from Nash Equilibria in games with larger payoff matrices or sequential decision trees. This limitation suggests a need for structured guidance to improve their strategic reasoning capabilities. 🔄 Workflow-Driven Rationality Improvements: Integrating game-theoretic workflows significantly enhances the performance of LLMs in strategic games. By guiding decision-making with principles like Nash Equilibria, Pareto optimality, and backward induction, LLMs showed improved ability to identify optimal strategies and robust rationality even in negotiation scenarios. 🤝 Negotiation as a Double-Edged Sword: Negotiations improved outcomes in coordination games but sometimes led LLMs away from Nash Equilibria in scenarios where these equilibria were not Pareto optimal. This reflects a tendency for LLMs to prioritize fairness or trust over strict game-theoretic rationality when engaging in dialogue with other agents. 🌐 Challenges with Incomplete Information: In incomplete-information games, LLMs demonstrated difficulty handling private valuations and uncertainty. Novel workflows incorporating Bayesian belief updating allowed agents to reason under uncertainty and propose envy-free, Pareto-optimal allocations. However, these scenarios highlighted the need for more nuanced algorithms to account for real-world negotiation dynamics. 📊 Model Variance in Performance: Different LLM models displayed varying levels of rationality and susceptibility to negotiation-induced deviations. For instance, model o1 consistently adhered more closely to Nash Equilibria compared to others, underscoring the importance of model-specific optimization for strategic tasks. 🚀 Practical Implications: The findings suggest LLMs can be optimized for strategic applications like automated negotiation, economic modeling, and collaborative problem-solving. However, careful design of workflows and prompts is essential to mitigate their inherent biases and enhance their utility in high-stakes, interactive environments.

If you’ve ever wished the browser could just do the repetitive work for you, Composite is here to make that a reality. What is Composite? + Composite is an AI agent that lives inside your existing browser and automates tedious web tasks — from clicks, form fills, navigation, to chaining workflows — all through natural language. + You simply tell it what you want done (“Send the weekly sales recap to the team”, “Update LinkedIn prospects into CRM”, etc.), and it executes the steps behind the scenes. ✅ Key Features & Differentiators + Feature Why It Matters Natural-language tasking You don’t need to script or wire APIs — just describe the task in plain English. + Real-time browser actions The agent works in your live browser session — you can see it scroll, click, type — and step in if needed. + Local-first / privacy-friendly Everything runs on-device — your credentials, DOM data, or private content are not sent to remote servers. + Low latency Since actions are local, there’s minimal lag. You can reliably automate even while screen-sharing. + Workflow chaining Because it drives the real UI of websites, you can combine steps across platforms (e.g. LinkedIn → CRM → Slack) seamlessly. + Minimal setup friction No API keys, no reauthentication hoops — it piggybacks on your existing browser session. 🎯 Benefits You’ll Feel Immediately + Save time: Offload repetitive tasks (data entry, updates, moves between systems) so you can focus on high-value work. + Reduce errors & drift: Automations follow exact steps consistently, reducing human mistakes from manual copy-pasting. + Faster onboarding & scaling: Because it needs little setup, teams can adopt it quickly without heavy IT or integration overhead. + Privacy & security comfort: The local-first design alleviates many concerns around sending sensitive data into cloud agents. + Flexibility & control: You retain visibility and the ability to override what the agent does in real time. 💡 Use Cases That Shine + CRM / sales teams: Auto-log LinkedIn leads into pipelines, send follow-ups, pull metrics + Recruiting / HR: Move candidate data between job boards, ATS systems, emails + Operations & admin: Sync dashboards, generate status reports, coordinate between tools + Marketing: Automate content updates, campaign dashboards, cross-platform publishing 🔗 Check it out at https://lnkd.in/eG-qCMwT #Productivity #AI #Automation #BrowserAgent #Composite #Tech