# 70+ workflows. One question: where does AI belong in yours? Source: https://altivusops.ai/use-cases/ Last modified: 2026-09-14 > This library lists 70+ operational workflows across a dozen industries that Altivus can redesign with AI, each tagged by function, build complexity and deployment pattern. Every entry is an example and the starting point for a conversation about your version of it. The library is organized by industry, with cross-industry workflows grouped separately. Filter by industry, function, complexity or deployment pattern, or search by system or keyword. Every entry ends the same way: a conversation about your version of the workflow. Each card names the industry and function it belongs to, then two badges: complexity (how involved the build is: Starter, Standard or Advanced) and deployment (whether it runs on HeyQuinn or directly on the model platform). ## Professional Services ### Engagement intake and staffing match Reviews new engagement requests against staff skills, availability and utilization targets, then proposes a team. The resourcing lead confirms the match before anyone is assigned. Professional Services · Operations · Starter · Platform-native Systems: Salesforce, Kantata, BambooHR Discuss: https://altivusops.ai/strategy-call/?workflow=engagement-intake-and-staffing-match ### Timesheet exception review Checks weekly time entries against project budgets and flags missing, late or over-budget hours before invoicing. The project manager approves any adjustment. Professional Services · Finance · Starter · Platform-native Systems: Harvest, QuickBooks Online Discuss: https://altivusops.ai/strategy-call/?workflow=timesheet-exception-review ### SOW drafting from discovery notes Drafts a Statement of Work from call notes, using the firm's prior SOWs for structure and standard terms. The engagement partner edits and approves every draft before it leaves the firm. Professional Services · Sales · Standard · Platform-native Systems: HubSpot, Google Workspace, PandaDoc Discuss: https://altivusops.ai/strategy-call/?workflow=sow-drafting-from-discovery-notes ### Client status report assembly Compiles weekly client status reports from the project tracker, time entries and open issues. The project manager reviews and sends. Professional Services · Operations · Starter · Platform-native Systems: Jira, Harvest, Microsoft 365 Discuss: https://altivusops.ai/strategy-call/?workflow=client-status-report-assembly ### Proposal compliance check against the RFP Reads an RFP, builds a requirements checklist and checks the draft proposal against it, flagging gaps and missing attachments. The proposal lead decides how to close each gap. Professional Services · Sales · Standard · Platform-native Systems: SharePoint, Loopio Discuss: https://altivusops.ai/strategy-call/?workflow=proposal-compliance-check-against-rfp ### Firm knowledge assistant with client boundaries Answers staff questions from past deliverables and internal guidance, citing its sources and respecting client-by-client access rules. Staff verify anything before it is reused in client work. Professional Services · IT · Standard · HeyQuinn recommended Systems: SharePoint, Google Drive, iManage Discuss: https://altivusops.ai/strategy-call/?workflow=firm-knowledge-assistant-with-client-boundaries ## Financial Services ### Invoice intake, coding and three-way match Reads incoming invoices, codes them, matches each to the purchase order and receipt, and routes exceptions to a person. Nothing outside tolerance is posted without approval. Financial Services · Finance · Standard · Platform-native Systems: NetSuite, Coupa, Bill.com Discuss: https://altivusops.ai/strategy-call/?workflow=invoice-intake-coding-and-three-way-match ### KYC onboarding document review Collects onboarding documents, checks them against the KYC checklist, and drafts findings with every source noted. A compliance analyst makes the approval decision and the full trail is retained. Financial Services · Compliance · Advanced · HeyQuinn recommended Systems: Salesforce, DocuSign, Box Discuss: https://altivusops.ai/strategy-call/?workflow=kyc-onboarding-document-review ### Loan package completeness check Reviews loan application packages for missing documents and inconsistent figures, then drafts requests for what is missing. The underwriter makes every credit decision. Financial Services · Operations · Standard · Platform-native Systems: Encompass, nCino Discuss: https://altivusops.ai/strategy-call/?workflow=loan-package-completeness-check ### Bank reconciliation exceptions Matches bank transactions to ledger entries at month end and lists what is unmatched with a suggested reason. The accountant clears each item. Financial Services · Finance · Standard · Platform-native Systems: NetSuite, QuickBooks, Bank feeds Discuss: https://altivusops.ai/strategy-call/?workflow=bank-reconciliation-exceptions ### Client service email triage Classifies inbound client email (statements, transfers, address changes), drafts replies for routine requests, and routes anything involving money movement to a representative, who sends every reply. Financial Services · Customer Service · Starter · Platform-native Systems: Salesforce, Microsoft Outlook Discuss: https://altivusops.ai/strategy-call/?workflow=client-service-email-triage ### Suspicious activity case summary Assembles transaction history, prior alerts and account context into a case summary for each alert. The investigator decides whether to escalate or file; the agent never closes a case. Financial Services · Compliance · Advanced · HeyQuinn recommended Systems: NICE Actimize, Core banking Discuss: https://altivusops.ai/strategy-call/?workflow=suspicious-activity-case-summary ## Healthcare & Life Sciences ### Prior authorization request drafting Assembles the clinical documentation for a prior authorization request and drafts the submission against the payer's criteria. A clinician reviews and approves before anything is submitted. Healthcare & Life Sciences · Operations · Advanced · HeyQuinn recommended Systems: Epic, Payer portals Discuss: https://altivusops.ai/strategy-call/?workflow=prior-authorization-request-drafting ### Patient intake form processing Extracts demographics, insurance details and history from intake forms and insurance cards into the practice management system. Front-desk staff verify each record before it is saved. Healthcare & Life Sciences · Operations · Standard · HeyQuinn recommended Systems: athenahealth, eClinicalWorks Discuss: https://altivusops.ai/strategy-call/?workflow=patient-intake-form-processing ### Claim denial triage and appeal drafting Sorts claim denials by reason code, pulls the supporting documentation, and drafts appeal letters. A billing specialist reviews, edits and submits each appeal. Healthcare & Life Sciences · Finance · Standard · HeyQuinn recommended Systems: Epic, Clearinghouse Discuss: https://altivusops.ai/strategy-call/?workflow=claim-denial-triage-and-appeal-drafting ### Provider credentialing tracker Tracks license, certification and enrollment expirations, requests renewals from providers, and flags gaps. The credentialing coordinator owns every submission. Healthcare & Life Sciences · Compliance · Starter · Platform-native Systems: CredentialStream, HRIS Discuss: https://altivusops.ai/strategy-call/?workflow=provider-credentialing-tracker ### Clinical trial regulatory binder QC Checks trial master file documents for completeness, signatures and current versions against the study checklist. The study coordinator resolves each finding. Healthcare & Life Sciences · Compliance · Standard · HeyQuinn recommended Systems: Veeva Vault, eTMF Discuss: https://altivusops.ai/strategy-call/?workflow=clinical-trial-regulatory-binder-qc ### Adverse event report drafting Assembles adverse event details from source records into a draft report, with every field traced to its source. A qualified pharmacovigilance reviewer approves before submission. Healthcare & Life Sciences · Compliance · Advanced · HeyQuinn recommended Systems: Veeva Vault, Oracle Argus Discuss: https://altivusops.ai/strategy-call/?workflow=adverse-event-report-drafting ## Manufacturing & Distribution ### Purchase order variance review Compares invoice lines to the purchase order and receipt, flags price and quantity variances outside tolerance, and routes each one for approval. AP posts only what a person has cleared. Manufacturing & Distribution · Finance · Standard · Platform-native Systems: NetSuite, SAP Discuss: https://altivusops.ai/strategy-call/?workflow=purchase-order-variance-review ### Sales order entry from customer POs Reads customer purchase orders arriving by email and PDF, drafts the sales order, and flags part-number, pricing or ship-date mismatches. Customer service confirms before the order is released. Manufacturing & Distribution · Operations · Starter · Platform-native Systems: NetSuite, Epicor Discuss: https://altivusops.ai/strategy-call/?workflow=sales-order-entry-from-customer-pos ### Supplier quote comparison Normalizes supplier quotes into one comparison of price, lead time, terms and minimum order, then recommends an option. The buyer decides and places the order. Manufacturing & Distribution · Procurement · Starter · Platform-native Systems: Microsoft Excel, ERP Discuss: https://altivusops.ai/strategy-call/?workflow=supplier-quote-comparison ### Inventory reorder recommendations Watches stock levels, lead times and open orders continuously and drafts reorder proposals with the reasoning. The planner approves each proposal before a purchase order is created. Manufacturing & Distribution · Operations · Standard · HeyQuinn recommended Systems: NetSuite, Fishbowl Discuss: https://altivusops.ai/strategy-call/?workflow=inventory-reorder-recommendations ### Quality nonconformance intake Logs nonconformance reports, classifies severity, attaches related history, and routes each to the right quality engineer. The engineer dispositions the part and the record is kept for audit. Manufacturing & Distribution · Compliance · Standard · HeyQuinn recommended Systems: ETQ, SAP QM Discuss: https://altivusops.ai/strategy-call/?workflow=quality-nonconformance-intake ### Maintenance work order triage Reads machine fault reports, matches them to maintenance history, and drafts a work order with a suggested priority. The maintenance lead assigns and schedules. Manufacturing & Distribution · Operations · Starter · Platform-native Systems: MaintainX, SAP PM Discuss: https://altivusops.ai/strategy-call/?workflow=maintenance-work-order-triage ### Multi-plant production scheduling assistant Plant-level agents reconcile capacity, material availability and open orders, and a coordinating agent proposes a cross-plant schedule. The master planner reviews and approves every change. Manufacturing & Distribution · Operations · Advanced · HeyQuinn recommended Systems: SAP, MES Discuss: https://altivusops.ai/strategy-call/?workflow=multi-plant-production-scheduling-assistant ## Construction & Engineering ### Change order intake and impact routing Classifies incoming change orders, estimates cost and schedule impact from the contract and schedule, and routes each to the right approver. Nothing is approved without a person. Construction & Engineering · Operations · Standard · Platform-native Systems: Procore, Sage 300 CRE Discuss: https://altivusops.ai/strategy-call/?workflow=change-order-intake-and-impact-routing ### Submittal log review Checks submittals against specification sections, flags missing or out-of-sequence items, and drafts transmittals. The project engineer reviews before anything goes to the architect. Construction & Engineering · Operations · Standard · Platform-native Systems: Procore, Autodesk Build Discuss: https://altivusops.ai/strategy-call/?workflow=submittal-log-review ### RFI drafting and deadline tracking Drafts RFIs from field notes and photos, tracks response deadlines, and drafts reminders. The superintendent approves each RFI before it is sent. Construction & Engineering · Operations · Starter · Platform-native Systems: Procore Discuss: https://altivusops.ai/strategy-call/?workflow=rfi-drafting-and-deadline-tracking ### Subcontractor pay application review Checks pay applications against the schedule of values, prior billings and lien waivers, and flags discrepancies. The project manager approves each payment and the review is kept for audit. Construction & Engineering · Finance · Standard · HeyQuinn recommended Systems: Procore, Textura, Sage 300 CRE Discuss: https://altivusops.ai/strategy-call/?workflow=subcontractor-pay-application-review ### Certified payroll compliance check Verifies certified payroll reports against prevailing wage rates and worker classifications and flags discrepancies before submission. The compliance manager resolves each flag. Construction & Engineering · Compliance · Standard · HeyQuinn recommended Systems: LCPtracker, Payroll Discuss: https://altivusops.ai/strategy-call/?workflow=certified-payroll-compliance-check ### Daily report compilation Compiles the daily log from field notes, photos, deliveries and weather. The superintendent reviews and signs off. Construction & Engineering · Operations · Starter · Platform-native Systems: Procore, Raken Discuss: https://altivusops.ai/strategy-call/?workflow=daily-report-compilation ## Real Estate & Property Management ### Lease abstraction and key-date tracking Extracts lease terms, options and critical dates into the property system and flags unusual clauses for legal review. An asset manager confirms each abstract before its dates drive notices. Real Estate & Property Management · Operations · Standard · HeyQuinn recommended Systems: Yardi, MRI Discuss: https://altivusops.ai/strategy-call/?workflow=lease-abstraction-and-key-date-tracking ### Maintenance request triage and dispatch Classifies tenant maintenance requests, assigns urgency, and drafts a vendor dispatch. The property manager approves anything marked urgent or over a spending threshold. Real Estate & Property Management · Operations · Starter · Platform-native Systems: AppFolio, Yardi Discuss: https://altivusops.ai/strategy-call/?workflow=maintenance-request-triage-and-dispatch ### Rent delinquency follow-up Reviews the aging report and drafts reminder notices according to the property's policy. The property manager approves anything beyond a first reminder. Real Estate & Property Management · Finance · Starter · Platform-native Systems: Yardi, AppFolio Discuss: https://altivusops.ai/strategy-call/?workflow=rent-delinquency-follow-up ### CAM reconciliation preparation Assembles common-area expense pools, applies lease-specific caps and exclusions, and drafts tenant allocations. The property accountant reviews before statements go out. Real Estate & Property Management · Finance · Standard · Platform-native Systems: MRI, Yardi Discuss: https://altivusops.ai/strategy-call/?workflow=cam-reconciliation-preparation ### Rental application package check Checks rental applications for completeness and consistent information and assembles the package for review. The agent does not score applicants; the leasing manager makes every decision, with a record kept for audit. Real Estate & Property Management · Operations · Standard · HeyQuinn recommended Systems: AppFolio, Screening provider Discuss: https://altivusops.ai/strategy-call/?workflow=rental-application-package-check ### Property vendor invoice coding Codes vendor invoices to the right property, unit and GL account and matches them to work orders. Accounts payable reviews exceptions and approves the batch. Real Estate & Property Management · Finance · Starter · Platform-native Systems: Yardi, AvidXchange Discuss: https://altivusops.ai/strategy-call/?workflow=property-vendor-invoice-coding ## Legal ### Matter intake and conflict check Screens new matter requests against conflict records and related-party data, drafts the conflict report, and flags anything ambiguous. The conflicts attorney clears every matter. Legal · Compliance · Standard · HeyQuinn recommended Systems: Intapp, Clio, iManage Discuss: https://altivusops.ai/strategy-call/?workflow=matter-intake-and-conflict-check ### Contract review, first pass Compares an incoming contract to the firm's playbook, flags deviations, and drafts suggested redlines. The attorney reviews every change. Legal · Operations · Advanced · HeyQuinn recommended Systems: iManage, Microsoft Word Discuss: https://altivusops.ai/strategy-call/?workflow=contract-review-first-pass ### Discovery document categorization Categorizes and summarizes large document sets to speed first-pass review. Attorneys make every responsiveness and privilege call. Legal · Operations · Advanced · HeyQuinn recommended Systems: Relativity Discuss: https://altivusops.ai/strategy-call/?workflow=discovery-document-categorization ### Billing narrative review Reviews time entry narratives against each client's billing guidelines and flags entries likely to be rejected. The billing attorney approves the pre-bill. Legal · Finance · Starter · Platform-native Systems: Aderant, Clio Discuss: https://altivusops.ai/strategy-call/?workflow=billing-narrative-review ### Court deadline calculation Calculates deadlines from filed documents and the applicable court rules and drafts docket entries. A paralegal confirms every date and the calculation is retained. Legal · Compliance · Advanced · HeyQuinn recommended Systems: CompuLaw, Clio Discuss: https://altivusops.ai/strategy-call/?workflow=court-deadline-calculation ### Engagement letter drafting Drafts engagement letters from intake data and the firm's templates. The responsible partner approves before it is sent. Legal · Operations · Starter · Platform-native Systems: Clio, DocuSign Discuss: https://altivusops.ai/strategy-call/?workflow=engagement-letter-drafting ## Logistics & Transportation ### Load tender evaluation and carrier matching Evaluates incoming tenders against carrier capacity, lane history and rate agreements, and recommends a carrier with the reasoning. The dispatcher accepts or overrides. Logistics & Transportation · Operations · Advanced · HeyQuinn recommended Systems: MercuryGate, DAT Discuss: https://altivusops.ai/strategy-call/?workflow=load-tender-evaluation-and-carrier-matching ### Proof of delivery collection and billing Collects proof of delivery, matches it to loads, and prepares the invoice batch. Billing reviews exceptions before invoices go out. Logistics & Transportation · Finance · Starter · Platform-native Systems: McLeod, TMS Discuss: https://altivusops.ai/strategy-call/?workflow=proof-of-delivery-collection-and-billing ### Freight invoice audit Audits carrier invoices against rate agreements and accessorial rules and flags variances. Accounts payable approves each disputed line. Logistics & Transportation · Finance · Standard · Platform-native Systems: TMS, NetSuite Discuss: https://altivusops.ai/strategy-call/?workflow=freight-invoice-audit ### Shipment exception notification Monitors tracking continuously and drafts customer notices when a shipment is delayed or held. The dispatcher approves anything that involves a reschedule. Logistics & Transportation · Customer Service · Starter · HeyQuinn recommended Systems: TMS, Carrier APIs Discuss: https://altivusops.ai/strategy-call/?workflow=shipment-exception-notification ### Driver compliance document tracking Tracks driver license, medical card and inspection expirations, requests renewals, and flags gaps. The safety manager decides who is cleared to drive. Logistics & Transportation · Compliance · Starter · Platform-native Systems: Samsara, HRIS Discuss: https://altivusops.ai/strategy-call/?workflow=driver-compliance-document-tracking ### Customs document preparation Assembles commercial invoices, packing lists and suggested HS classifications from shipment data. A licensed customs broker reviews and files. Logistics & Transportation · Compliance · Standard · HeyQuinn recommended Systems: ERP, Broker portal Discuss: https://altivusops.ai/strategy-call/?workflow=customs-document-preparation ## Insurance ### First notice of loss intake Captures first notice of loss details from calls, forms and email, sets up the claim file, and routes it to the right adjuster queue. The adjuster confirms coverage and next steps. Insurance · Customer Service · Standard · Platform-native Systems: Guidewire ClaimCenter, Duck Creek Discuss: https://altivusops.ai/strategy-call/?workflow=first-notice-of-loss-intake ### Claim file summary for adjusters Summarizes police reports, estimates, photos and medical records into a claim brief. The adjuster reads the brief, then makes the decision. Insurance · Operations · Standard · HeyQuinn recommended Systems: Guidewire ClaimCenter Discuss: https://altivusops.ai/strategy-call/?workflow=claim-file-summary-for-adjusters ### Broker submission intake and triage Extracts submission data from broker emails and ACORD forms, checks appetite and completeness, and routes to an underwriter. The underwriter decides whether to quote. Insurance · Operations · Standard · Platform-native Systems: Applied Epic, ImageRight Discuss: https://altivusops.ai/strategy-call/?workflow=broker-submission-intake-and-triage ### Policy renewal package preparation Assembles renewal packages 90 days ahead with loss runs, exposure changes and expiring terms. The account manager reviews before anything goes to the client. Insurance · Operations · Starter · Platform-native Systems: Applied Epic, AMS360 Discuss: https://altivusops.ai/strategy-call/?workflow=policy-renewal-package-preparation ### Certificate of insurance requests Drafts certificates of insurance for standard requests from policy data. The account manager approves any non-standard holder or wording. Insurance · Customer Service · Starter · Platform-native Systems: AMS360 Discuss: https://altivusops.ai/strategy-call/?workflow=certificate-of-insurance-requests ### Subrogation opportunity review Reviews closed claims for subrogation potential and drafts demand packages with supporting evidence. The subrogation specialist decides whether to pursue. Insurance · Finance · Advanced · HeyQuinn recommended Systems: Guidewire ClaimCenter Discuss: https://altivusops.ai/strategy-call/?workflow=subrogation-opportunity-review ## Nonprofit & Associations ### Grant report assembly Compiles program metrics and expenses into funder report drafts, in each funder's format. The program director approves before submission. Nonprofit & Associations · Finance · Standard · Platform-native Systems: Salesforce Nonprofit Cloud, QuickBooks Online Discuss: https://altivusops.ai/strategy-call/?workflow=grant-report-assembly ### Donor acknowledgment letters Generates acknowledgment letters and tax receipts from gift records. Development staff review major gifts personally before anything is sent. Nonprofit & Associations · Operations · Starter · Platform-native Systems: Blackbaud Raiser's Edge, Bloomerang Discuss: https://altivusops.ai/strategy-call/?workflow=donor-acknowledgment-letters ### Membership renewal outreach Segments lapsing members and drafts renewal messages by member type. The membership manager approves each send. Nonprofit & Associations · Marketing · Starter · Platform-native Systems: iMIS, HubSpot Discuss: https://altivusops.ai/strategy-call/?workflow=membership-renewal-outreach ### Member inquiry triage Answers routine member questions from the association's knowledge base and routes anything involving dues, credentials or complaints to staff. Nonprofit & Associations · Customer Service · Starter · Platform-native Systems: iMIS, Zendesk Discuss: https://altivusops.ai/strategy-call/?workflow=member-inquiry-triage ### Grant opportunity screening Screens grant opportunities against eligibility, program priorities and capacity, and drafts a shortlist with reasons. The development director decides which to pursue. Nonprofit & Associations · Operations · Starter · Platform-native Systems: Instrumentl, Candid Discuss: https://altivusops.ai/strategy-call/?workflow=grant-opportunity-screening ### Board packet assembly Assembles board packets from financial reports, minutes and committee updates. The executive director reviews before distribution. Nonprofit & Associations · Operations · Starter · Platform-native Systems: BoardEffect, Google Workspace Discuss: https://altivusops.ai/strategy-call/?workflow=board-packet-assembly ## Technology & SaaS ### Support ticket triage and reply drafting Classifies tickets, drafts replies from product documentation, and escalates anything it cannot answer with a source. A support engineer sends every reply. Technology & SaaS · Customer Service · Starter · Platform-native Systems: Zendesk, Intercom Discuss: https://altivusops.ai/strategy-call/?workflow=support-ticket-triage-and-reply-drafting ### Customer onboarding milestone tracking Tracks onboarding milestones across new accounts, drafts check-in messages, and flags stalled implementations. The customer success manager owns each escalation. Technology & SaaS · Operations · Standard · Platform-native Systems: HubSpot, Gainsight Discuss: https://altivusops.ai/strategy-call/?workflow=customer-onboarding-milestone-tracking ### Renewal risk brief Compiles usage, support and billing signals into a renewal brief for each account coming up for renewal. The account manager decides the play. Technology & SaaS · Sales · Standard · Platform-native Systems: Salesforce, Stripe, Zendesk Discuss: https://altivusops.ai/strategy-call/?workflow=renewal-risk-brief ### Security questionnaire drafting Drafts answers to customer security questionnaires from the approved knowledge base, citing sources. The security lead approves every answer before it is sent. Technology & SaaS · Compliance · Standard · HeyQuinn recommended Systems: Vanta, SharePoint Discuss: https://altivusops.ai/strategy-call/?workflow=security-questionnaire-drafting ### Usage billing reconciliation Reconciles metered usage to invoices each cycle and flags anomalies with the underlying figures. Finance approves the invoice batch. Technology & SaaS · Finance · Standard · Platform-native Systems: Stripe, Chargebee, NetSuite Discuss: https://altivusops.ai/strategy-call/?workflow=usage-billing-reconciliation ### Quarterly access review preparation Compiles who has access to what across applications, drafts the quarterly review, and flags dormant or over-privileged accounts. Managers certify each access; the agent removes nothing. Technology & SaaS · IT · Standard · HeyQuinn recommended Systems: Okta, Google Workspace Discuss: https://altivusops.ai/strategy-call/?workflow=quarterly-access-review-preparation ### Release notes drafting Drafts release notes from merged tickets and pull requests, grouped by feature. The product manager edits and publishes. Technology & SaaS · Marketing · Starter · Platform-native Systems: Jira, Linear, GitHub Discuss: https://altivusops.ai/strategy-call/?workflow=release-notes-drafting ## Cross-Industry ### Candidate screening and scheduling Reviews applications against role criteria, drafts a shortlist with reasons, and proposes interview slots. A recruiter confirms the shortlist and the invitations. Cross-Industry · HR · Starter · Platform-native Systems: Greenhouse, Google Calendar Discuss: https://altivusops.ai/strategy-call/?workflow=candidate-screening-and-scheduling ### Employee onboarding provisioning Drafts account and access requests for new hires from role templates and tracks completion across systems. IT approves each grant. Cross-Industry · HR · Standard · HeyQuinn recommended Systems: Okta, BambooHR Discuss: https://altivusops.ai/strategy-call/?workflow=employee-onboarding-provisioning ### Expense report policy check Checks receipts and expense lines against policy and flags out-of-policy items with the rule cited. The manager approves the report. Cross-Industry · Finance · Starter · Platform-native Systems: Expensify, Ramp Discuss: https://altivusops.ai/strategy-call/?workflow=expense-report-policy-check ### Vendor contract renewal tracking Tracks vendor contract terms and auto-renewal dates, and drafts notice letters ahead of each deadline. The contract owner decides whether to renew, renegotiate or cancel. Cross-Industry · Procurement · Starter · Platform-native Systems: Ironclad, Google Drive Discuss: https://altivusops.ai/strategy-call/?workflow=vendor-contract-renewal-tracking ### IT helpdesk routine requests Resolves routine helpdesk requests such as password resets and software how-to from the knowledge base. Any access change requires a person's approval. Cross-Industry · IT · Starter · HeyQuinn recommended Systems: Jira Service Management, Okta Discuss: https://altivusops.ai/strategy-call/?workflow=it-helpdesk-routine-requests ### Meeting notes to action items Turns meeting transcripts into summaries and draft action items in the task system. Owners confirm each item before it is assigned. Cross-Industry · Operations · Starter · Platform-native Systems: Zoom, Asana Discuss: https://altivusops.ai/strategy-call/?workflow=meeting-notes-to-action-items ### HR policy assistant Answers employee questions from the handbook and benefits guides, citing the section. Anything about an individual's situation goes to HR. Cross-Industry · HR · Starter · Platform-native Systems: Microsoft Teams, SharePoint, HRIS Discuss: https://altivusops.ai/strategy-call/?workflow=hr-policy-assistant ### Collections outreach drafting Drafts collection reminders by aging bucket according to policy. The controller approves anything beyond a second notice, and every credit hold. Cross-Industry · Finance · Starter · Platform-native Systems: NetSuite, QuickBooks Online Discuss: https://altivusops.ai/strategy-call/?workflow=collections-outreach-drafting ### Customer master data reconciliation Agents reconcile customer records across CRM, ERP and support systems and propose merges with the evidence. The data owner approves each merge. Cross-Industry · IT · Advanced · HeyQuinn recommended Systems: Salesforce, NetSuite, Zendesk Discuss: https://altivusops.ai/strategy-call/?workflow=customer-master-data-reconciliation ### Weekly operations brief Collects KPIs from operational systems each week and drafts a brief that calls out anomalies with the underlying figures. The COO reviews before distribution. Cross-Industry · Operations · Standard · HeyQuinn recommended Systems: NetSuite, HubSpot, BI platform Discuss: https://altivusops.ai/strategy-call/?workflow=weekly-operations-brief ## How to read the badges Two badges on every card. Complexity describes the build. Deployment describes where it runs. - **Starter** — A contained workflow: one agent, one or two systems, and exceptions simple enough to route to a single person. Often the first workflow an organization automates. - **Standard** — Several systems or steps, defined exception routing, and human approval points designed into the workflow. Most of the library sits here. - **Advanced** — Several agents coordinating, regulated or sensitive data, persistent state across sessions, or decisions where an error is expensive. Governance design is most of the work. - **Platform-native** — Runs directly on Anthropic's platform: Claude models, tool use and MCP (Model Context Protocol) connectivity, with Altivus providing monitoring, governance and ongoing management. - **HeyQuinn recommended** — Runs on HeyQuinn, the AI runtime by Altivus, because the workflow needs persistent agents, several agents coordinating, granular permissions, approvals, audit and Mission Control visibility, on-premises or customer-cloud hosting, or models from vendors other than Anthropic. ## Don't see your workflow? That doesn't mean AI doesn't belong there. 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