Workflow rules handle the steps that are always the same. AI agents handle the steps that need a look at the data first. Together they take routine work off your team, and you decide how much each one is allowed to do.
The aim is the routine work that eats time every day, not the decisions that need your judgement.
Items below reorder level get a purchase indent drafted, ready for approval.
Open quotations, untouched leads and overdue invoices get reminders drafted for the owner.
The weekly or monthly MIS is built from live data and shared with the people you choose.
POs, quotations and other documents go to the right approver, with escalation if they wait too long.
You choose, task by task, how far an agent goes. Most businesses start with recommendations and widen the rules as they gain confidence.
The agent spots an exception, such as a late order, and tells the right person.
The agent suggests the next step, for example which vendor to buy from, with the numbers behind it.
The agent prepares the indent, reminder or report, and a person approves it before it goes out.
For low-risk tasks you allow, such as sharing a scheduled report, the agent goes ahead and records what it did.
Workflow automation moves work along fixed paths. Agents read the data and decide when a path should start, and who should look at it.
Approval chains, alerts, auto indents and hand-offs set up as rules.
Agents for inventory, sales, purchase, finance, reporting and operations that read live ERP data.
Each agent works on one area of the business and uses the same workflows and permissions as your team.
Finds items below reorder level, slow-moving stock and shortages before they stop production.
Learn more →Tracks quotations and orders, forecasts demand and reminds your team who to follow up.
Learn more →Compares vendor quotes, flags price changes and late deliveries, and drafts POs for approval.
Learn more →Watches receivables and payables, flags overdue customers and drafts payment reminders.
Learn more →Answers business questions in plain language and builds the report for you.
Learn more →Looks across departments for stuck approvals and hand-offs, and nudges the right people.
Learn more →It is AI agents working together with workflow automation. Workflows run fixed steps; agents read the data, spot what needs action and prepare it.
Only if you allow it. You set, task by task, whether an agent informs, recommends or acts, and any change can be set to need a person's approval.
Start with work that repeats every day, such as reorder indents, follow-up reminders and the weekly MIS. See inventory automation for a common starting point.
No. Workflows are set up as rules on documents and roles, and the AI agents work on the data already in DotOne. Our onboarding team helps with the first setup.
In a 30-minute demo we set up one automation on sample data, such as reorder indents or overdue reminders, and show the approval step.