Execution templates for core business workflows
Each solution includes signals, automated actions, and impact KPIs with governed policies.
Built on data contours with approvals, run logs, and audit trails.
Marketing
Pacing, fatigue, and attribution control for growth teams.
Signals
- Pacing variance vs plan
- Creative fatigue threshold
- Attribution integrity drift
Actions
- Create creative refresh project
- Adjust budget pacing
- Schedule experiment queue
Impact KPIs
- ROAS stability
- Lower CAC
Automation example
- If fatigue detected, then create creative refresh project (policy: approve).
Sales & RevOps
Lead scoring, SLA enforcement, and deal velocity.
Signals
- Lead aging risk
- Stage stall > SLA
- Discount out of policy
Actions
- Re-route leads + assign tasks
- Escalate to managers
- Request discount approval
Impact KPIs
- Faster response time
- Higher win rate
Automation example
- If lead aging risk, then re-route + create tasks (policy: approve).
Finance
Cashflow guardrails, OPEX policy, and margin anomalies.
Signals
- Cash gap forecast
- OPEX drift
- Margin anomaly
Actions
- Trigger approval workflow
- Block spend + notify
- Open variance review
Impact KPIs
- Runway stability
- Variance reduction
Automation example
- If cash gap forecast, then trigger approvals + calendar actions (policy: approve).
Procurement
Supplier risk, price drift, and governed purchasing.
Signals
- Supplier SLA risk
- Price drift vs contract
- Contract expiration window
Actions
- Propose reorder plan
- Request approval
- Launch renegotiation tasks
Impact KPIs
- Cost stability
- Reduced supply risk
Automation example
- If price drift > threshold, then create approval request (policy: approve).
Warehouse
Inventory availability and OOS prevention.
Signals
- OOS risk forecast
- Slow-moving inventory
- Receiving delays
Actions
- Open restock plan
- Trigger transfers
- Escalate receiving issues
Impact KPIs
- Higher availability rate
- Better inventory turns
Automation example
- If OOS risk detected, then open restock plan (policy: notify).
Operations
Process compliance and variance detection.
Signals
- Cycle time drift
- Process compliance gaps
- Quality incident spikes
Actions
- Assign corrective tasks
- Schedule root-cause review
- Update SOP checklist
Impact KPIs
- Higher throughput
- Lower defect rate
Automation example
- If compliance gap flagged, then create corrective tasks (policy: approve).
Support
Ticket triage and response automation.
Signals
- Backlog surge
- SLA breach risk
- Negative sentiment
Actions
- Auto-triage and route
- Escalate critical tickets
- Generate response drafts
Impact KPIs
- Faster first response
- Higher CSAT
Automation example
- If SLA breach risk, then escalate + assign tasks (policy: auto-run).
HR
Hiring SLA and retention signals.
Signals
- Open role aging
- Attrition risk signals
- Onboarding delays
Actions
- Schedule interview blocks
- Create retention plan tasks
- Escalate onboarding issues
Impact KPIs
- Lower time-to-hire
- Improved retention
Automation example
- If role aging > target, then schedule interview blocks (policy: approve).
Customer Success
Renewal risk detection and account health.
Signals
- Health score drop
- Usage decline
- Renewal risk window
Actions
- Launch outreach playbook
- Create success plan
- Escalate renewal review
Impact KPIs
- Higher NRR
- Lower churn
Automation example
- If health score drops, then open success plan (policy: approve).
IT & Security Ops
System uptime and policy enforcement.
Signals
- Access anomalies
- Uptime drift
- Policy violations
Actions
- Open incident ticket
- Request privileged approval
- Run remediation playbook
Impact KPIs
- Reduced downtime
- Lower risk exposure
Automation example
- If policy violation detected, then open incident ticket (policy: notify).
Ready to operationalize your workflows?
Pick a solution area, map your contour, and deploy execution agents with governance.