Find the manual workflow worth automating before you buy another tool.
TryAgent maps one recurring workflow, identifies the expensive handoffs, defines the completed unit, and shows whether a controlled automation pilot is worth scoping.
The first question is not “can AI do this?” It is “which part of the workflow should AI own?”
A useful audit makes the workflow concrete enough to decide. It should expose the routine path, the exception path, the systems involved, the human approvals, and the unit of work that would make a pilot measurable.
Choose one painful workflow
Start with the queue, inbox, document flow, approval path, or system handoff that already consumes too much operator time.
Map the current path
Identify where work arrives, which systems are touched, who approves, where exceptions wait, and what makes a unit complete.
Separate routine from risky
Define the straight-through path, the human approval gates, and the exception categories that should not be automated blindly.
Decide whether to pilot
Leave with a practical recommendation: automate this first, narrow the scope, fix prerequisites, or skip the workflow for now.
You should leave with a decision artifact, not a vague discovery note.
- +Current-state workflow map across inboxes, documents, portals, systems, and owners.
- +Bottleneck readout showing where manual time, rework, waiting, or exception handling concentrates.
- +Completed-unit definition for pricing and measurement, such as one invoice posted or one record updated.
- +Automation boundary showing what can run routinely and what should stay with humans.
- +Access and controls notes for read-only review, scoped write access, approval gates, and action history.
- +First-pilot recommendation with the smallest useful workflow scope.
Good audit candidates
- +The work repeats every week and follows a recognizable path.
- +Inputs are digital: emails, PDFs, forms, portals, spreadsheets, APIs, or system queues.
- +A completed unit can be defined clearly enough to price and measure.
- +Exceptions are common enough to matter but not so undefined that every case is bespoke.
- +The team can name the systems, owners, and review boundaries involved.
Usually not first-pilot material
- -The workflow is mostly strategic judgment, negotiation, or relationship management.
- -Nobody can agree what counts as complete.
- -The source systems are inaccessible and there is no practical read-only path.
- -The work changes so often that a pilot would be obsolete before launch.
- -The only goal is a demo, not a production workflow with ownership.
Bring the messy workflow. We will help find the clean first scope.
A good starting point is a workflow with volume, repeatable steps, named owners, and enough friction that the current process already costs real operator time.
Book a workflow auditGet the audit prep questions.
Leave a work email and we will follow up with the questions that help you identify the workflow most likely to produce a first automation win.
Start broad, or bring a specific workflow.
If you already know the bottleneck, use a workflow page. If you only know the team feels overloaded, the audit can help locate the best first scope.
Revenue cycle automation
For teams choosing the first controlled workflow across verification, prior auth, billing, claims, and denials.
Medical billing automation
For billing workqueue triage, missing-document follow-up, payer status checks, and human-owned billing decisions.
Denial management automation
For reason-code triage, appeal packet preparation, missing-document follow-up, and human-owned appeal decisions.
Prior authorization automation
For payer portal follow-up, packet preparation, status checks, and human-owned clinical decisions.
Claims processing automation
For claims intake, evidence packets, status checks, exception routing, and human-owned decisions.
Document processing automation
For document-heavy intake, extraction, validation, exception routing, and downstream updates.
Operations automation
For buyers starting from manual operations drag before narrowing to one workflow.
AI workflow automation
For buyers evaluating AI that reads context, uses tools, and routes exceptions inside an operations workflow.
Workflow automation services
For buyers who want a partner to scope, build, run, monitor, and maintain the workflow.
Back-office automation
For buyers naming the manual work across inboxes, documents, portals, and systems.
Accounts payable automation
For invoice volume, approval chasing, PO matching, and ERP posting pain.
Invoice coding automation
For GL account, cost center, entity, department, project, tax context, and coding exception queues.
Invoice exception automation
For missing POs, receipt mismatches, vendor issues, duplicate-looking invoices, coding ambiguity, approval holds, and blocked-invoice packets.
Finance operations automation
For finance teams that need the audit to choose between AP, AR, reconciliation, approvals, and ERP handoffs.
Expense report automation
For employee receipts, policy checks, missing documentation, approval follow-up, reimbursement prep, and exceptions.
Employee reimbursement automation
For out-of-pocket expenses, mileage, missing receipts, manager approvals, reimbursement packets, payroll or ERP handoffs, and exceptions.
Corporate card reconciliation automation
For card feeds, receipts, employee owner follow-up, merchant context, expense categories, approvals, and reconciliation handoffs.
Bank reconciliation automation
For bank feeds, statement matching, deposit and withdrawal evidence, unreconciled item follow-up, close handoffs, and exceptions.
Month-end close automation
For close checklists, reconciliation evidence, variance packets, approval chasing, and ERP status handoffs.
Procurement automation
For request intake, supplier context, approval follow-up, PO preparation, receipt evidence, and exceptions.
Procure-to-pay automation
For vendor intake, purchase requests, PO context, invoice approval, matching, and ERP handoffs.
Purchase order automation
For purchase request intake, approval packets, PO creation support, receipt follow-up, and ERP handoffs.
Vendor onboarding automation
For supplier intake, tax and banking packets, approval routing, duplicate checks, and ERP setup preparation.
Cash application automation
For remittance intake, payment matching, short-pay triage, unapplied cash, and reconciliation handoffs.
Remittance processing automation
For remittance advice intake, missing payment details, invoice reference checks, deduction notes, short-pay packets, and cash-application handoffs.
Deduction management automation
For customer deduction notes, short-pay context, backup requests, dispute packets, owner routing, and write-off review boundaries.
Accounts receivable dispute automation
For customer dispute intake, invoice and payment context, evidence packets, owner routing, status follow-up, and resolution handoffs.
Billing handoff automation
For order readiness, customer setup, contract context, missing fields, invoice packet preparation, owner routing, and billing-system handoffs.
Quote-to-cash automation
For approved quote context, deal notes, customer setup, billing handoffs, AR follow-up, cash application, disputes, and commercial review boundaries.
Order entry automation
For customer POs, emails, PDFs, portal exports, spreadsheets, required-field extraction, missing-context follow-up, ERP entry packets, and human review boundaries.
Customer order processing automation
For customer-submitted orders, customer POs, portals, missing-context follow-up, status updates, fulfillment readiness, billing handoffs, and customer-sensitive exception routing.
Order fulfillment automation
For accepted orders, fulfillment readiness, warehouse or supplier handoffs, shipment status, customer updates, backorders, delays, billing readiness, and exception routing.
Backorder automation
For delayed items, availability checks, supplier or warehouse status, customer update preparation, substitute or split-shipment review, billing readiness, and human-owned tradeoffs.
Shipment status automation
For carrier tracking, warehouse updates, delivery exceptions, customer update preparation, proof-of-delivery context, billing readiness, and human-owned customer decisions.
Delivery exception automation
For failed delivery attempts, address issues, carrier exceptions, proof-of-delivery gaps, customer update preparation, billing readiness, and human-owned exception outcomes.
Returns processing automation
For return requests, RMA context, eligibility checks, carrier return status, inspection packets, refund readiness, exchange routing, and policy exceptions.
Sales order automation
For sales order intake, required-field validation, customer setup, ERP or order-system handoffs, billing readiness, fulfillment context, and exceptions.
Order management automation
For order intake, validation, fulfillment context, billing readiness, customer updates, ERP or order-system handoffs, and exception routing.
Payment reconciliation automation
For processor payouts, bank deposits, remittance files, fees, refunds, chargebacks, unapplied cash, ERP records, and exceptions.
Accounts receivable automation
For billing handoffs, AR follow-up, collections, cash application, disputes, and reconciliation handoffs.
Order-to-cash automation
For order intake, billing readiness, invoice follow-up, cash application, disputes, and reconciliation handoffs.
Collections automation
For overdue invoice follow-up, payment-status checks, promise-to-pay tracking, disputes, and escalation handoffs.
AI employee model
For buyers who want the role-based view before choosing the first workflow.
Automation as a service
For buyers comparing managed workflow ownership against tools, RPA, and consulting.
Customer onboarding automation
For handoffs, document collection, account setup, and status-update work.
Data extraction
For document intake and system updates that still depend on manual reading.
Is the workflow audit really free?
Yes. The initial read-only workflow audit is currently offered at no charge. If the workflow looks like a strong fit for a pilot, the commercial scope is documented separately before launch.
Do you need production write access for the audit?
No. The audit should start read-only. The point is to understand the workflow, systems, bottlenecks, owners, exception paths, and completed unit before any scoped write access is considered.
What should we bring to the audit call?
Bring one workflow that feels expensive, a rough sense of monthly volume, the systems involved, and the people who own the handoffs. Perfect documentation is not required.
What happens if the workflow is not a good fit?
That is a useful outcome. The audit should say whether to automate now, narrow the scope, fix prerequisites, or skip the workflow. The goal is not to force every process into automation.
How does the audit connect to pricing?
The audit defines the completed unit of work. If a pilot makes sense, that unit becomes the basis for per-outcome pricing instead of seat-based software licensing.