Event-Driven Automation Design
AI Webinar/Workshop
Transform your Business with
AI powered Workflow Automation
Duration: 90 mins corporate webinar
Learn how to create AI powered workflow automations to start removing manual work from where AI should logically take over. This spans over various function, Sales, Operations, Marketing, Leadership, HR, Legal / Compliance, Procurement - virtually all functions.
Focus is on learning and implementing those “Atomic Automation” with excel sheet, emails, ChatGPT etc. All of these small automations would grow into bigger upgrade and value.
"AI workflow automation isn’t the future. it’s delivering real business value today, with AI automation adoption at 88% across enterprises and workflow markets surging toward nearly $38 billion by 2030." --mckinsey report
What would you learn in AI Powered Workflow Automation
System Integration & API Orchestration
Learn how to connect cloud applications, internal systems, databases, and APIs into end-to-end workflows without manual handoffs or custom point-to-point integrations.
AI-Assisted Decision Making
Learn how to use AI to classify data, extract information from documents, score and prioritize records, summarize context, and route work based on intelligent rules.
Human-in-the-Loop Workflows
Learn how to combine automation with approvals, reviews, and exception handling so humans stay in control of critical decisions while routine steps are automated.
Business Logic & Conditional Processing
Learn how to model real-world business rules using conditions, branching, retries, and fallbacks to handle complex enterprise processes reliably.
Secure Credential & Access Handling
Learn how to manage credentials, secrets, and role-based access so workflows operate securely across systems and teams.
Error Handling, Monitoring & Observability
Learn how to detect failures, log execution details, trigger alerts, and automatically recover from errors to ensure production-grade reliability.
Scalable & Reusable Workflow Architecture
Learn how to build modular, reusable workflows that can be shared across teams and adapted for Sales, Marketing, Finance, IT, HR, and Operations.
Automation Governance & Auditability
Learn how to maintain execution history, approvals, and traceability to meet enterprise compliance, security, and audit requirements.
What Functions Can You Apply The Knowledge
Sales
Lead Capture & Distribution:
Leads from websites, events, and campaigns are captured, enriched with firmographic data, scored, assigned to the right sales representatives, and followed up with automatic notifications and tasks.
Account & Contact Enrichment:
Sales records are continuously enriched with company, industry, and intent data to keep CRM information accurate and up to date.
Opportunity Management:
As opportunities move through pipeline stages, key fields are validated, activities are logged automatically, and stakeholders are notified of important changes.
Sales Follow-Up Automation:
Follow-up emails, reminders, and tasks are triggered based on prospect engagement, deal stage, or inactivity to ensure timely outreach.
Sales Handoff to Onboarding:
Once a deal is closed, customer information is passed to onboarding and operations teams, accounts are created, and internal notifications are sent.
CRM Data Hygiene:
Duplicate records are identified, incomplete fields are flagged or filled, and CRM data is kept clean and consistent without manual effort.
IT Operations
Employee Access Provisioning:
New hire events trigger email and SSO account creation, SaaS application access is provisioned, permissions are assigned, and confirmation notifications are sent.
IT Service Request Automation:
Requests submitted via forms or chat are converted into ITSM tickets, standard actions are executed automatically, and users are kept informed throughout the process.
Incident Response Orchestration:
System alerts initiate incident workflows, tickets are created, on-call teams are notified, collaboration channels are opened, and resolution steps are tracked.
Operations & Data
Order Processing Automation:
Orders are validated, fraud and inventory checks are performed, fulfillment is initiated, shipment updates are sent, and order status is synchronized.
Data Synchronization:
Customer and vendor data is kept consistent across CRM, ERP, billing, and internal systems using validation and deduplication rules.
Automated Reporting & Alerts:
Data is aggregated from multiple systems, reports are generated on a schedule, and alerts are sent when key thresholds are met.
Marketing
Lead Capture & Enrichment:
Leads from campaigns, landing pages, and events are captured, enriched with firmographic and intent data, scored, and synced to marketing and CRM systems.
Campaign Performance Reporting:
Campaign data is collected from multiple platforms, normalized, and used to generate scheduled performance reports and alerts for marketing teams.
Marketing-to-Sales Handoff:
Qualified leads are routed to sales with complete context, CRM records are updated automatically, and internal notifications are sent to ensure timely follow-up.
Customer Segmentation & Sync:
Customer and prospect data is continuously segmented based on behavior and attributes, and synced across marketing, CRM, and engagement tools.
Lifecycle & Nurture Automation:
Engagement triggers initiate nurture workflows, personalized messages, and follow-ups to guide prospects through the buyer journey.
Revenue & Customer Operations
Lead Routing & Enrichment:
Capture lead, enrich with firmographic data, score, assign in CRM, and send Slack or Teams alerts with follow-up tasks.
Customer Onboarding Orchestration:
When a deal is closed, customer accounts are created, required tools and access are provisioned, kickoff meetings are scheduled, welcome communications are sent, and onboarding progress is tracked across teams.
Quote-to-Cash Workflow:
As opportunities progress, quotes are generated, approvals are routed, documents are shared with customers, and deal status is synchronized across CRM and finance systems.
Support Ticket Triage:
Incoming support tickets are classified and prioritized, customer context is fetched automatically, tickets are assigned to the right agent, and SLA-based escalation alerts are triggered.
Finance & Procurement
Invoice Processing Automation
Invoices are captured from email or uploads, key fields are extracted and validated against purchase orders, approvals are routed to the right stakeholders, and records are synced to ERP systems.
Expense Approval Workflow:
Submitted expenses are checked against policy, routed for manager approval, reimbursed to employees, and posted to accounting systems.
Vendor Onboarding:
Vendor information and documents are collected, compliance checks are performed, approvals are completed, and vendor records are created in procurement and ERP systems.
Security, Risk & Compliance
Access Reviews:
User access data is periodically collected, managers are asked to review permissions, excess access is revoked, and audit-ready reports are generated.
Joiner Mover Leaver Controls
Role changes and offboarding events trigger access updates, account deprovisioning, data archiving, and compliance documentation.
Audit Evidence Collection:
Logs and records are pulled from critical systems, consolidated into evidence packs, and stored securely for audits.
HR & People Operations
Employee Onboarding:
Once an offer is accepted, background checks are initiated, documents are signed, equipment is requested, training is scheduled, and stakeholders are notified.
Employee Offboarding:
Termination events trigger account deactivation, access revocation, device recovery, knowledge handover, and final HR and payroll steps
HR Service Requests:
Employee requests are captured, routed to the appropriate teams, tracked against SLAs, and updated automatically as progress is made.
Join AI Webinar/Workshop
90 mins corporate webinar to share possible process transformation your organization
Who all should attend this Webinar/Workshop
01
Leadership & Decision Makers
×
Strategic direction, governance, and P&L.
- CXOs (CEO, COO, CIO, CTO, CMO, CHRO, CFO)
- Founders / Entrepreneurs
- Business Unit Heads
- Strategy & Corporate Planning
- Board of Directors
- Program / Portfolio Managers
02
Sales & Business Development
+
Driving revenue, pipeline, and customer relationships.
- Inside Sales
- Field Sales / Account Executives
- Business Development Managers
- Sales Operations
- Pre-Sales / Solution Consultants
- Customer Success Managers
- Channel / Partner Sales
03
Marketing, Brand & Communications
+
Creating visibility, demand, and engagement.
- Digital Marketing
- Performance Marketing
- Content Writers
- Social Media Managers
- Brand & Creative Team
- Product Marketing
- Events & PR
- Campaign Managers
04
Product & Innovation
+
Building new products and services.
- Product Managers
- Product Owners
- UX/UI Designers
- Design Researchers
- Innovation / R&D Teams
- Customer Research Analysts
05
Operations & Delivery
+
Daily functioning of the business.
- Operations Managers
- Process Owners
- Supply Chain & Logistics
- Quality Assurance
- Manufacturing & Plant Operations
- Service Delivery Managers
- Project Managers
- Vendor / Partner Operations
06
Finance & Accounting
+
Managing money, compliance, and planning.
- Corporate Finance
- FP&A (Financial Planning & Analysis)
- Accounts Payable / Receivable
- Taxation
- Treasury
- Audit (Internal / External)
07
Human Resources (HR) & Learning & Development (L&D)
+
Managing people, skills, and culture.
- HR Business Partners
- Recruitment / Talent Acquisition
- Compensation & Benefits
- Employee Experience
- Performance Management
- L&D Managers
- Training & OD Managers
08
Legal, Risk & Compliance
+
Ensuring the company stays safe and compliant.
- Corporate Legal Counsel
- Contract Management
- Regulatory Affairs
- Privacy & Data Protection Officers
- Compliance Officers
- Risk Managers
- Ethics Office
09
Technology, Engineering & IT
+
Building and securing technology systems.
- Software Engineering
- IT Infrastructure
- Cloud & DevOps
- Cybersecurity
- Data Science & Analytics
- AI / ML Teams
- Enterprise Architecture
- IT Support / Helpdesk
10
Procurement, Supply Chain & Vendor Management
+
Managing external spending and partner ecosystem.
- Procurement / Purchasing Officers
- Vendor Management
- Category Managers
- Supply Chain Analysts
- Contract & Commercial Negotiation Teams
11
Administration, Facilities & Workplace Management
+
Ensuring smooth internal operations.
- Office Administration
- Facilities Management
- Travel Desk
- Security & Safety
- Reception & Front Desk
- Support Staff Management
12
Customer Experience & Support
+
Managing customer satisfaction and post-sales service.
- Customer Support (Voice / Email / Chat)
- Technical Support
- Field Service Engineers
- Client Relationship Executives
- NPS / Feedback Analysts