Automating the Enterprise: 5 Complex Business Workflows You Can Build with AI Agents

The conversation around business automation is evolving. Simple, brittle scripts and rigid RPA bots that handle single, repetitive tasks are no longer enough. The future belongs to autonomous AI agents—intelligent digital workers capable of managing complex, multi-step workflows with the logic and adaptability of a human employee, but at the speed and scale of software.

At bots.do, we're building the infrastructure for this new era. Our Agentic Workflow Platform empowers developers to build, manage, and deploy these digital workers using a "Business-as-Code" approach. Instead of being confined by a no-code interface, you define your business operations with the power, flexibility, and scalability of real code.

Ready to see what's possible? Let's explore five complex business workflows you can build today with bots.do AI agents.

1. Intelligent Invoice Processing and Financial Reconciliation

The Challenge: Manual invoice processing is a classic bottleneck. It's slow, tedious, and prone to human error. An employee has to open an email, download a PDF, manually extract key data points (like invoice number, amount, and due date), and enter them into accounting software. Reconciliation adds another layer of complexity, requiring cross-referencing payments with bank statements and purchase orders.

The AI Agent Solution: A bots.do digital worker can fully automate this entire process. It operates as an autonomous financial assistant, ensuring accuracy and speed.

How it Works:

• Trigger: The agent is triggered by a new email arriving in the invoices@yourcompany.com inbox.
• Data Extraction: It parses the email, downloads the attached invoice (PDF, Word, etc.), and uses an integrated AI model to accurately extract structured data.
• Validation: The agent connects to your internal database or CRM via API to verify the vendor and cross-reference the invoice against an existing purchase order.
• Execution: It logs the verified invoice in your accounting software (like QuickBooks or Xero) through its API.
• Reconciliation: The agent can be scheduled to run daily, connecting to your bank's API to match incoming payments with logged invoices, automatically marking them as paid. If discrepancies arise, it flags them and escalates the issue to a human team member with a full contextual report.

2. Advanced Customer Support Triage and Resolution

The Challenge: Support teams are often overwhelmed by the volume of incoming tickets. Simple chatbots can answer basic FAQs, but they fail when a query requires context, access to user data, or system diagnostics. This leaves human agents to handle repetitive yet complex investigation tasks.

The AI Agent Solution: An AI agent on bots.do acts as your level 1 and level 2 support engineer, capable of resolving issues autonomously.

How it Works:

• Ingestion: The agent ingests a new support ticket from Zendesk, Intercom, or your support email.
• Analysis: It uses NLP to understand the user's intent. Is it a billing question? A technical bug report? A feature request?
• Investigation: Based on the intent, the agent performs a series of actions. For a bug report, it might check system logs for errors associated with the user's ID. For a billing query, it connects to the Stripe API to check the user's subscription status.
• Resolution & Escalation: If the agent can solve the problem (e.g., by identifying a known outage or confirming a successful payment), it responds to the user and closes the ticket. If the issue is novel or requires human intervention, it escalates the ticket to the correct team, attaching a complete summary of its investigation—logs, user data, and all.

3. Dynamic Lead Qualification and Sales Enrichment

The Challenge: Not all leads are created equal. Sales teams waste valuable time researching new leads to determine if they're a good fit, a process that involves juggling multiple tabs—CRM, LinkedIn, company websites, and enrichment tools.

The AI Agent Solution: A digital worker can become your sales development representative (SDR), instantly enriching and qualifying every new lead.

How it Works:

• Trigger: A new lead is created in your CRM or submitted through a web form.
• Enrichment: The agent takes the lead's email address and scours the web, using APIs to find their LinkedIn profile, company size, funding information from sources like Clearbit or Crunchbase, and tech stack.
• Qualification: It scores the lead against your Ideal Customer Profile (ICP) criteria. Does the company size match? Are they in a target industry? Are they using a competitor's technology?
• Action: If the lead is qualified, the agent updates the CRM record with all the enriched data, assigns it to the appropriate salesperson based on territory rules, and even drafts a personalized outreach email. Unqualified leads are added to a nurturing sequence.

4. Robust System Integration and Data Migration

The Challenge: Migrating data between complex systems (e.g., from a legacy HR platform to a new one) is a developer's nightmare. It requires complex data transformation, robust error handling, and the ability to manage dependencies. One-off scripts are often brittle and hard to maintain.

The AI Agent Solution: A bots.do agent treats the migration as a durable, observable workflow, providing reliability and control.

How it Works:

• Business-as-Code: You define the entire migration logic in code using our SDK. This includes data mapping, transformation rules, and API connection details for both the source and destination systems.
• Durable Execution: The agent processes records one by one or in batches. If an API call fails or a record can't be transformed, the agent doesn't crash. It can pause, retry with an exponential backoff strategy, or log the error and continue with the next record.
• Observability & Versioning: The entire process is version-controlled in Git. You can see logs for every record, monitor progress in real-time, and debug failures as you would with any other software application. You can test your migration bot in a staging environment before deploying it to production.

5. Automated Multi-Step Employee Onboarding

The Challenge: Onboarding a new employee involves a checklist of actions across multiple departments and SaaS tools: HR, IT, and Finance. Manually provisioning accounts, sending documents, and scheduling meetings is time-consuming and risks steps being missed.

The AI Agent Solution: A digital worker acts as your onboarding coordinator, orchestrating the entire workflow from start to finish.

How it Works:

• Trigger: A candidate's status is changed to "Hired" in your applicant tracking system (ATS) like Greenhouse.
• Orchestration: The agent kicks off a multi-step workflow:
  1. Creates a user account in Google Workspace/Azure AD.
  2. Provisions accounts in Slack, Jira, and other role-specific tools via API.
  3. Adds the new hire to the payroll system.
  4. Sends a welcome email with a link to the employee handbook and first-day schedule.
  5. Schedules introductory meetings on the calendars of the new hire, their manager, and their assigned buddy.
• State Management: The agent keeps track of the entire process, ensuring every step is completed successfully before moving to the next.

The bots.do Advantage: Business-as-Code

What makes these complex automations possible is our developer-first philosophy. Instead of being a restrictive no-code/low-code platform, bots.do gives you the full power of code.

This is what "Business-as-Code" means:

• Flexibility: Implement any business logic, integrate with any API, and handle any edge case. You are not limited by drag-and-drop blocks.
• Scalability: Run thousands of agentic workflows concurrently without worrying about the underlying infrastructure.
• Robustness: Apply software engineering best practices to your operations. Version control your bots in Git, write unit tests for your business logic, and deploy them through a CI/CD pipeline.

Creating a bot is straightforward. With our simple SDK, you can define a digital worker and assign it tasks in just a few lines of code.

import { Bot } from '@do/sdk';

// Define a new digital worker
const invoiceProcessor = new Bot({
  name: 'Invoice Processor',
  description: 'Extracts data from invoices and enters it into accounting software.',
});

// Assign a task to the bot
invoiceProcessor.task('process-invoice', async (invoice) => {
  console.log(`Processing invoice: ${invoice.id}`);
  // ... complex business logic here
  return { status: 'processed', amount: invoice.total };
});

// Run the bot via API
const result = await invoiceProcessor.run('process-invoice', {
  id: 'INV-2024-001',
  total: 1250.75
});

Transform Your Operations with Digital Workers

Autonomous AI agents are here, and they are ready to do more than just simple task automation. They are ready to run critical parts of your business. By combining the logic of code with the power of modern AI, you can build a digital workforce that is scalable, reliable, and uniquely tailored to your operational needs.

Ready to deploy your first autonomous AI agent?

Build with Bots on bots.do