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AI agents in your processes

Less routine.
More impact.

NyxAI connects documents, knowledge and existing systems into controlled workflows. Agents prepare the work. Your team owns the decision.

One defined process. Your data. A measurable pilot.

Illustrative workflowNYXAI / WORKFLOWS
Choose a workflow

Does the invoice match the agreement?

Invoices, agreements and payments sit in different places. A useful review connects the evidence.

Choose a step
Clarification needed

One item. Two different accounts.

The monthly report is charged separately but included in the agreement. The agent flags the discrepancy and looks for evidence of an additional order.

Example context

InvoiceLine item: additional monthly report

AgreementMonthly report included in scope

Payment & emailCheck payment status and additional order

Step outputReview question: Was the additional charge agreed?

Measure in the pilotReview time · unresolved items · evidence quality

Try it yourself

One order. One exception. Your decision.

An agent prepares the order. A different delivery address stops the workflow. You decide what happens next.

Interactive demo · fixed sample dataNW-1042
Step 1 of 4Ready

Email and PDF become one case.

The order, attachment and reference stay together. Play the demo or explore it one step at a time.

The sources

Order NW-1042

Nordwerk Handel · fictional company

Please supply 120 S-240 sensors at €18.00 each. This time, deliver to Plant 2, Industriestraße 8, Bremen. The order is attached.
PDF orderOrder_NW-1042.pdf
PDF
ERP master data

Plant 1 · Hafenstraße 12, Bremen

S-240 · 24 V sensor · €18.00

The prepared case

NW-1042

Receive

Email + PDF order

Example ruleA new delivery address requires human approval. The handoff stays blocked until then.

The demo stops automatically before your approval.

Fictional case. No AI call, system connection or message delivery.

From everyday work to a practical starting point

Where your team can reclaim time.

27 starting points across procurement, sales, finance and operations. Choose your area to see which work an agent can prepare.

Explore 8 use cases in depth
Filter by business area
27 of 27 workflows
Finance

Invoice review

Surface discrepancies before an invoice moves forward.

Workflow and value
Inputs
Invoice, purchase order, goods receipt and agreed terms.
What the agent prepares
Compare line items and prepare evidence for differences in quantity, price or service.
Review boundary
Finance resolves exceptions. Posting and payment remain separate, authorized steps.
How we measure value
Review time per invoice, unresolved items, false positives.
Discuss this workflow
Use case with example
Finance

Payments and open items

Spend less time matching bank activity to open invoices.

Workflow and value
Inputs
Bank transactions, invoices, credit notes and payment references.
What the agent prepares
Suggest matches, account for partial payments and flag possible duplicate payments.
Review boundary
Ambiguous matches require confirmation; no automatic transfers or recovery demands.
How we measure value
Match rate, unresolved open items, reconciliation time.
Discuss this workflow
Finance

Fees and service scope

Review billed services against the scope actually agreed.

Workflow and value
Inputs
Fee agreements, invoices, delivery records and emails.
What the agent prepares
Compare retainers, additional services and documented instructions. Highlight unusual effort for review.
Review boundary
A discrepancy is a question, not proof of incorrect billing. The responsible team retains professional and legal judgment.
How we measure value
Review effort, evidence-backed resolutions, confirmed corrections.
Discuss this workflow
Finance

Contract deadlines

Keep deadlines and agreed terms visible before action is due.

Workflow and value
Inputs
Contract versions, amendments and responsible contacts.
What the agent prepares
Extract deadlines, renewals and pricing rules with references and prepare reminders.
Review boundary
Binding interpretation and termination require review. Uncertain versions block acceptance.
How we measure value
Verified deadlines, timely follow-ups, search time.
Discuss this workflow
Procurement

Purchase requisitions

Turn a business need into a reviewable purchase request.

Workflow and value
Inputs
Requirement, item records, cost center and purchasing rules.
What the agent prepares
Find suitable items, request missing details and prepare a requisition with a named owner.
Review boundary
Budget, supplier and order follow existing approval rules.
How we measure value
Follow-ups per request, completeness, turnaround time.
Discuss this workflow
Use case with example
Procurement

Material shortages

Address shortages before they interrupt delivery or production.

Workflow and value
Inputs
Stock, reservations, demand, purchase orders and lead times.
What the agent prepares
Check coverage and data freshness. Prioritize critical items and prepare replenishment or alternatives.
Review boundary
Planners assess priorities and assumptions. A proposal is not a confirmed supply commitment.
How we measure value
Response lead time, confirmed shortages, unnecessary alerts.
Discuss this workflow
Use case with example
Procurement

Supplier prices

Review the changes that matter instead of entire price lists.

Workflow and value
Inputs
New and previous price lists, units, currencies and commercial terms.
What the agent prepares
Match items, normalize the comparison basis and present changes with effective dates.
Review boundary
Ambiguous items and units require clarification. Price records change only after approval.
How we measure value
Comparison time, confirmed changes, incorrect matches.
Discuss this workflow
Procurement

Supplier comparison

Compare supplier offers on a transparent basis.

Workflow and value
Inputs
Quotes, specification, delivery deadlines and evaluation criteria.
What the agent prepares
Compare price, availability and deviations; explicitly flag missing information.
Review boundary
Procurement owns weighting and award decisions. Unverified information is not a commitment.
How we measure value
Comparison effort, resolved offer gaps, decision time.
Discuss this workflow
Sales

Orders from email

Reduce retyping between customer email and order entry.

Workflow and value
Inputs
Email, order attachments, customer records and product catalog.
What the agent prepares
Extract items and delivery requests, match records and create an order draft.
Review boundary
Unclear quantities, prices or items are resolved. Order confirmation follows the designated approval.
How we measure value
Entry time, corrections, complete order drafts.
Discuss this workflow
Use case with example
Sales

Quotation preparation

Reach a credible quotation draft sooner.

Workflow and value
Inputs
Customer request, service catalog, pricing rules and available capacity.
What the agent prepares
Structure requirements, match services and collect missing details for sales.
Review boundary
Sales reviews price, margin and commitments. Unsupported promises are not added.
How we measure value
Time to draft, follow-ups, revision effort.
Discuss this workflow
Sales

Tender preparation

Check requirements before committing to a bid.

Workflow and value
Inputs
Tender documents, specifications, deadlines and your supporting evidence.
What the agent prepares
Build a requirements matrix, map evidence and flag unanswered points for the proposal draft.
Review boundary
Eligibility, binding statements and submission require expert approval. Missing evidence remains unresolved.
How we measure value
Review time, requirement coverage, outstanding evidence.
Discuss this workflow
Use case with example
Sales

Delivery commitments

Inform customers before conflicting delivery dates become a problem.

Workflow and value
Inputs
Order, supplier confirmation, status records and customer correspondence.
What the agent prepares
Detect changes, identify affected orders and prepare updates with possible alternatives.
Review boundary
A responsible person confirms new dates and external commitments.
How we measure value
Time to customer update, unresolved deviations, rework.
Discuss this workflow
Service & master data

Quality data and batches

Connect measurements and evidence to the right quality record.

Workflow and value
Inputs
Inspection reports, batch references, specifications and approved limits.
What the agent prepares
Check completeness and references, compare values with defined rules and flag exceptions for quality review.
Review boundary
Qualified staff retain batch release and safety judgment. Language models must not invent acceptance limits.
How we measure value
Documentation effort, missing evidence, resolution time.
Discuss this workflow
Service & master data

Maintenance

Prepare maintenance with asset context rather than scattered reports.

Workflow and value
Inputs
Fault report, asset history, maintenance schedule and spare-parts stock.
What the agent prepares
Assemble context, check available parts and prepare a work-order draft with open questions.
Review boundary
Specialists decide diagnosis, intervention and return to service. No autonomous machine control.
How we measure value
Preparation time, complete work orders, search effort.
Discuss this workflow
Service & master data

Complaints and returns

Handle complaints with the complete case at hand.

Workflow and value
Inputs
Customer report, photos, delivery, proof of purchase and service history.
What the agent prepares
Assemble records, request missing evidence and prepare a return or resolution proposal.
Review boundary
Eligibility, credit notes and replacements are checked against applicable rules.
How we measure value
Time to an actionable case, follow-ups, resolution time.
Discuss this workflow
Service & master data

Service requests

Route each request with the context the receiving team needs.

Workflow and value
Inputs
Ticket, affected equipment or software, manual and service agreement.
What the agent prepares
Classify the request, suggest urgency using agreed rules and prepare a source-backed response.
Review boundary
Safety-critical cases and uncertain diagnoses go directly to specialists.
How we measure value
Routing time, first response, avoidable transfers.
Discuss this workflow
Service & master data

Master data changes

Review critical changes before they affect downstream work.

Workflow and value
Inputs
Change request, existing master data and verified contacts.
What the agent prepares
Compare old and new values, check duplicates and highlight affected downstream processes.
Review boundary
Bank-detail changes require independent verification and appropriate approvals. Email alone is insufficient.
How we measure value
Processing time, duplicate detection, resolved changes.
Discuss this workflow
Use case with example
Service & master data

Product and material records

Prepare complete item records without repeated data entry.

Workflow and value
Inputs
Data sheets, existing items, units and required fields by site or plant.
What the agent prepares
Extract attributes, find similar items and draft new or extended material records.
Review boundary
Domain experts verify technical properties and permitted use. Missing values are not invented.
How we measure value
Setup effort, required-field coverage, avoided duplicates.
Discuss this workflow
Knowledge & documents

Inbox routing

Turn scattered messages into actionable cases.

Workflow and value
Inputs
Authorized mailboxes, attachments, customer and case references.
What the agent prepares
Route requests, flag missing documents and draft focused follow-ups.
Review boundary
Ambiguous matches and external messages are reviewed before handoff.
How we measure value
Sorting time, complete cases, repeated follow-ups.
Discuss this workflow
Knowledge & documents

Document processing

Make documents retrievable and capture information once.

Workflow and value
Inputs
PDFs, scans, spreadsheets, filing rules and permitted target systems.
What the agent prepares
Identify document types, extract relevant fields and prepare a version-aware filing proposal.
Review boundary
Poor scan quality and uncertain fields remain visible for correction.
How we measure value
Capture time, field accuracy, manual corrections.
Discuss this workflow
Knowledge & documents

Internal knowledge

Get internal answers with sources instead of searching many repositories.

Workflow and value
Inputs
Authorized manuals, policies, project documents and versions.
What the agent prepares
Retrieve relevant passages and draft referenced answers within access permissions.
Review boundary
Conflicts and missing evidence are explicit. Consequential statements require expert review.
How we measure value
Search time, source-backed answers, domain accuracy.
Discuss this workflow
Use case with example
Knowledge & documents

Process discovery

Turn implicit process knowledge into a testable workflow.

Workflow and value
Inputs
Process-owner interviews, work instructions and approved sample data.
What the agent prepares
Structure steps, decisions, exceptions and ownership; propose suitable pilot boundaries.
Review boundary
The team validates the actual process. No covert monitoring of individual employees.
How we measure value
Resolved exceptions, documented handoffs, effort to pilot readiness.
Discuss this workflow
Coordination & operations

Temporary access

Handle access with a purpose, an owner and an expiry date.

Workflow and value
Inputs
Access request, role model, authorization and agreed duration.
What the agent prepares
Check requested permissions against roles and separation of duties. Prepare approval and subsequent revocation.
Review boundary
Authorized owners approve. Permissions are not self-expanded or silently renewed; revocation must be confirmed.
How we measure value
Processing time, timely revocations, unresolved conflicts.
Discuss this workflow
Coordination & operations

Scheduled processing

Start the day with prepared work rather than another queue.

Workflow and value
Inputs
Scheduled data deliveries, processing windows and resource limits.
What the agent prepares
Run document processing or reconciliation on schedule and provide a prioritized exception list.
Review boundary
Cost limits, timeouts and controlled recovery are part of the design. Critical actions wait for approval.
How we measure value
Cases ready on time, runtime, cost per run.
Discuss this workflow
Coordination & operations

Approvals and follow-ups

Prepare approvals with the evidence needed to decide.

Workflow and value
Inputs
Case record, ownership, approval rules and unresolved questions.
What the agent prepares
Assemble review packages, route them to the responsible role and surface overdue decisions.
Review boundary
Approvers can reject, amend and escalate with a reason. A context-free click is not sufficient.
How we measure value
Waiting time, returns due to missing information, decision time.
Discuss this workflow
Coordination & operations

Cross-system workflows

Keep one consistent case across several applications.

Workflow and value
Inputs
ERP, CRM, document repository and status updates with stable references.
What the agent prepares
Coordinate dependent steps, return results and record interruptions with the last confirmed state.
Review boundary
Prevent duplicate actions, log changes and route partial failures to a defined resolution process.
How we measure value
Manual handoffs, duplicate cases, recovery time.
Discuss this workflow
Coordination & operations

Reporting and exceptions

Prepare reports faster and explain exceptions with evidence.

Workflow and value
Inputs
Approved metrics, periods, targets and underlying case records.
What the agent prepares
Calculate figures deterministically, highlight changes and draft source-linked explanations.
Review boundary
Owners check calculations and interpretation. Correlation is not presented as causation.
How we measure value
Reporting effort, evidence-backed exceptions, review corrections.
Discuss this workflow
Use case with example

The actual scope depends on your data, interfaces and rules. We select a suitable starting point with you and test it against real cases.

Business value

Not just faster. Better prepared.

The comparison starts with your current process. We measure the improvement including the work that remains for review and exceptions.

Less manual work

Reduce searching, retyping and assembling records.

Active handling time per case

Less waiting

Get complete information to the right person sooner.

Time from intake to outcome

Less rework

Find missing information and conflicts before handoff.

Corrections and follow-ups

More usable capacity

Process more qualified cases with the same team.

Outputs after human review

Released capacity is not automatically a cash saving. A business case also includes integration, model operation, maintenance and the review effort that remains.

Integration, not replacement

Your applications remain the place of work.

We assess existing interfaces, data quality and permissions. An initial pilot can use a limited, read-only export. Targeted system actions can follow later.

ERP & inventory
Orders, stock, items, prices and accounting records.
CRM & service
Customer context, quotations, tickets and actionable responses.
Email & collaboration
Messages, attachments and authorized shared workspaces.
DMS & files
Document versions, PDFs, spreadsheets and scanned records.
Databases & specialist systems
Structured data, existing APIs and agreed file exchange.
Legacy applications
Custom adapters or reviewed handoffs where standard interfaces are unavailable.

System versions, licenses and available interfaces determine the integration. Support for a specific system is assessed before implementation.

Expand with control

The right level of automation. Not the highest.

  1. Read & check

    Connect information and highlight discrepancies. No changes to the system of record yet.

  2. Prepare & approve

    Present drafts with supporting evidence. Authorized people approve the next action.

  3. Execute within limits

    Run suitable standard cases within validated rules. Exceptions stop or escalate.

Fixed rules stay fixed. Calculations, limits and permissions are checked deterministically where possible. AI helps where unstructured information and context need to be interpreted.

From pilot to everyday use

A useful workflow also needs reliable operations.

Clear ownership

Define process ownership, operational responsibility and escalation routes. Accountability extends beyond a successful demo.

Traceable actions

Record data state, model version, output, approval and system changes as appropriate. Deliberately limit retention and access.

Failure handling and recovery

Account for timeouts, partial failures and duplicate execution. Resume from a confirmed state rather than silently repeating actions.

Quality and cost

Agree test cases, quality thresholds, cost per case and usage limits. Change models only after comparison and renewed validation.

Documentation and training

Hand over clear guidance on data flows, operation, limitations and review tasks. Prepare domain and operations teams for their agreed roles.

An agreed service scope

Define monitoring, maintenance, updates and response times separately for production use. A pilot is not an operations contract.

Deployment follows your requirements.

Local models without external model APIs are an option. Local, private or hybrid: Data flows, quality and operating effort drive the choice—not a blanket cloud promise.

Local
Models and processing within your own environment.
Private
Dedicated environment with agreed access boundaries.
Hybrid
Purposeful separation of processing by data class.

Start with an Agent Pilot

Which workflow takes too much of your team’s time?

We define a suitable process, assess data and interfaces, and agree measurable success criteria. Still choosing a process? An optional workflow assessment helps you select one. If the task is clear, we can start directly with the pilot.

Typical scope: 4–6 weeks · €20,000–40,000 excluding VAT · depending on scope and integration

Discuss an Agent Pilot

Use the form to describe your workflow, request pilot information or ask for a conversation.

Explore the pilot scope

Quick answers

Does every workflow need an AI agent?

No. We first check whether a rule, an interface or existing software is sufficient. We use AI where it makes sense for the process. During the pilot, value assumptions are assessed against handling time, rework and recurring costs.

Do we need to replace our software?

The pilot builds on your existing systems where possible. We assess feasible, cost-effective integration before starting. A clearly scoped data export can be sufficient for an initial test.

What can an agent decide on its own?

Only what the agreed workflow and permissions allow. Critical changes, payments or external commitments require the designated approvals. Uncertainty is escalated to the responsible person.

How is sensitive data handled?

Data scope, access, storage locations and retention rules are defined for the specific use case. A local model can avoid external model calls; privacy and security also require appropriate technical and organisational measures.

What happens after the pilot?

You receive a tested prototype, an evaluation and a recommendation. If further use is justified, rollout, support, recurring costs and service levels are agreed separately. The pilot is not an all-inclusive production operations contract.

Not ready yet?

Once a month: better decisions under uncertainty.

Lars Heppert’s newsletter, written in German: one idea, one case study, one chart and a personal note.