Map one workflow with us
For organizations with a process that takes too much time, needs heavy manual coordination or depends on institutional knowledge. We map how it runs today and outline how the data foundation and AI agents could support or automate it.
What gets mapped
One process, followed step by step from the event that starts it to the outcome it produces.
The pattern the process is tested against: an agent prepares the work, and a person approves it before the system of record changes.
- Systems
- The applications the work passes through, such as the ERP, the CRM, email and shared spreadsheets, and how people reach each one today.
- Data
- The records each step reads and writes, where they live, and where they disagree across systems.
- Decisions
- What gets decided along the way, sorted into fixed business rules and the judgment calls that need context.
- Documents
- The PDFs, forms and messages that start or feed the process, and what has to be read from each one.
- People
- Who does each step, who approves, and which steps stay with a person by design.
Deliverables
The mapping delivers the process as it runs today and an outline of where AI agents could support or automate it.
The workflow mapped from trigger to outcome
Each step in order, with the system it touches, the person who does it and an estimate of the time it takes.
Required data sources
The records an agent would need to read, where each one lives, and how current and consistent it is.
Integration requirements
How an agent would reach each system: read-only access where it plans, and a narrow, approved path where it writes.
A data + AI architecture
The data foundation on Snowflake that the agent reads from, the agent and the model behind it (Claude, for example), and its connections into the systems of record through MCP or a direct connector. A Claude Certified Architect on the team designs it.
Automation opportunities
The steps an agent can take on, the ones fixed business rules should handle, and the approval points a person keeps before records change.
A feasibility assessment
Whether the data and the systems support automation today, and the effort to close each gap in the way.
A recommended next step
The first build worth doing, or the gap to close before it.
How the mapping runs
Who takes part
From the organization, the people who run the process day to day and the owners of the systems it touches. From Viewnear, data and AI architects who build agents for production.
What the organization brings
One process, a few examples of the work as it arrives (requests, documents, records), and a walkthrough of the systems involved.
Working sessions
Working sessions follow the process step by step with the people who do it, from the trigger to the outcome, exceptions included.
Readout
A readout walks through the map, the architecture and the feasibility assessment, and closes on the recommended next step.
What usually comes next
When the mapping shows the workflow is feasible, the next step is to build the agent.
- How we build agents
Agentic engineering
We engineer the agent inside the organization's environment, on its data, with the approval points designed in. It is evaluated on cases from the business before it scales, then goes into production in the systems the team already uses.
Installation scheduling at Magnolia Doors, from 17 hours a week to under two
Manufacturing · San Antonio, TX
Scheduling an installation meant looking up five answers in five different places: the paperwork, the materials, the crew calendar, the job requirements and the arrival window. A custom AI agent now proposes each booking through a direct connector into the ERP, and a coordinator approves it before any record changes.
- Administrative time back every week
- 15–19 hrs
- To schedule an installation, was 23–35
- ~3 min
- Jobs per approval, was one at a time
- 20
- Fewer miles driven in a measured week
- 28.5 mi
Request a workflow mapping
A short note on the process is enough to start: what triggers it, the systems it touches and who does the work today. An architect replies within one business day.
Prefer email? contact@viewnear.com