Process Automation

Agentify cross-system handoffs, validations, and approvals — inside the tools you already use. No system migrations. No manual routing. Just faster decisions, everywhere.

Many enterprise processes—form intake, record updates, file routing, task triage—still rely on manual work, email chains, or disconnected legacy systems. GLIK’s Process Automation templates transform these workflows into intelligent, self-executing agents that operate inside or alongside your existing systems.

These agents don’t make compliance decisions or enforce policies—they perform structured actions, move data between systems, and ensure task completion without human bottlenecks. They are designed to replicate repetitive operational steps across finance, HR, procurement, and customer support environments—where inefficiency leads directly to cost.

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Enterprise Value

• Free Teams from Low-Value Manual Tasks Eliminate rote process steps like file renaming, form parsing, or ticket tagging—so employees focus on resolution, not repetition.

• Bridge Disconnected Systems Without New Integrations Use agents to move information between old systems (e.g. shared folders → ERP forms) without needing a middleware overhaul.

• Accelerate Task Completion Across Teams Replace email-driven handoffs with agents that automatically assign, route, and verify completion of steps across stakeholders.

• Reduce Errors and Rework Let agents standardize inputs, sanitize formats, and validate information before the next step is triggered.

• Agentify Workflows Without Rebuilding Them Wrap process automation around legacy tools like SharePoint, SAP, email inboxes, or file-based workflows—delivering transformation without disruption.

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When to Use This Template Genre

Existing Workflow	Agentified Example Using Process Automation
Manual form submissions and email handoffs	Form Intake Agent that validates entries and routes to appropriate team
Routing scanned documents into folders or systems	File Triage Agent that names, tags, and stores files correctly
Processing requests from email into CRMs or ERPs	Request Processing Agent that parses email and submits structured data
Assigning repetitive approval steps manually	Multi-step Workflow Agent that progresses tasks through all required checkpoints
Copy/paste workflows between systems (e.g., finance → HR)	Cross-System Sync Agent that handles data propagation with transformation logic

How It Differs from Policy Automation

Process Automation	Policy Automation
Focuses on executing actions and routing steps	Focuses on making decisions and applying rules
Does not evaluate policy logic or enforce rules	Makes approve/reject/escalate decisions based on encoded logic
Replaces manual steps and inefficiencies	Replaces inconsistent judgment and rule violations
Examples: triage, intake, task routing	Examples: expense approval, compliance threshold enforcement

Why Process Automation Matters

Most enterprise inefficiencies aren't caused by bad decisions—they're caused by slow, fragmented, or manual processes. GLIK’s Process Automation templates deliver immediate ROI by accelerating, error-proofing, and simplifying these processes—without forcing enterprises to rip out existing tools.

With these templates, GLIK becomes the connective tissue that automates handoffs, reduces noise, and ensures things get done—no code rewrite required.