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.


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.


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.

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