Automations

Describe the job. Get the whole workflow.

Pick one of 40 ready-made automations, or type your job, role or workflow in your own words and choose how it should behave. Xevrion AI designs the complete workflow, with approvals, a dry run and a rollout plan. Nothing runs until a person approves it.

14 days free No payment details No sales calls

AutomationsDesign my automation · library of 40Example company · demo data
Dan Okafor · Operations manager

When a delivery is going to be late, tell the customer before they have to ask, with the new date. Someone in customer service checks it first.

Xevrion AI

Designed: Tell customers about late deliveries. Three stages and six steps; customer service checks the message before anything is sent. It passed every check.

StageStepOn
CheckRead the orderShopify
CheckIs it more than a day late?A rule
TellDraft an apology with the new dateXevrion AI
TellCustomer service checks the message ApprovalA person
TellSend the updateGmail
RecordRecord the delayXevrion

Before it can run

  • Every tool knownShopify, Gmail and Xevrion
  • Approval before sendingCustomer service checks it
  • Dry runBoth test cases give the right result
  • A person approvesWaiting for Dan Okafor

To approve

Every design, checked the same way.

Whoever wrote it, Xevrion AI, the library or your team, every design passes the same checks before a person approves it.

  • Ask before sendingAlways, for customers and moneyAlways a person
    Working hours only08:00 to 18:00, weekdaysOn
    Four eyes for moneyTwo people approve a paymentOff

    Choose how it behaves

    Your rules go into every design.

    1. Step 1Dry run would read order HV-4502 from Shopify.
    2. Step 2Dry run 3 days late, so it carries on.
    3. Step 4Dry run waits for customer service to approve.

    A dry run first

    What each step would do, with sample data. Nothing is sent.

    • Dry runNothing read, changed or sent
    • Shadow, two weeksA person approves every step
    • LiveUnder your approval settings

    Rolled out in three phases

    Shadow first, with a person approving every step.

  • Runs a month
    40
    Your estimate
    Hours saved
    5.3
    40 × 8 minutes

    Hours you can check

    Worked out from your own volume and minutes.

Screens show an example company, Harbour & Vale Logistics, with demo data.

From your words to a checked workflow.

Type the work you want automated. Xevrion AI designs the trigger, the stages and steps, the approvals, the tests and the rollout. Every design is checked, then walked through with sample data.

See the steps

A manager's description becoming a workflow: its trigger, stages and steps, the approval added, the checks passed and a dry run.

Example company · demo dataThe product working on an example business. Names and figures are made up.

In this part

Entry 01 · what it is worthHours saved a month, worked out from your own volume and minutes.

The library

40 automations, ready to read and install.

Each is a complete workflow. Read every step, then install it as a draft in one click.

Each one names who it suits, what starts it, where a person approves and the value it is measured by.
AreaHow manyTwo of them
Customer service5Sort customer emails and draft replies · Check and prepare refund requests
Finance operations6Capture and code supplier bills · Match bank payments every morning
Sales operations5Route website enquiries to the right person · Prepare renewals 60 days ahead
HR and people4Get new starters ready for day one · Remove a leaver's access on their last day
IT and security4Quarterly access review · Log and answer IT helpdesk requests
Operations and logistics4Tell customers about late deliveries · Reorder stock before it runs out
Marketing operations4Reply to Google reviews · Honour opt-outs everywhere
Legal and compliance3Answer subject access requests on time · Log and check incoming contracts
Executive reporting3Monday business brief · Draft the monthly board pack
Data2Daily data quality checks · Merge duplicate contacts

Step by step

From a sentence to work that runs.

  1. 01You describe

    Type the job in your own words

    Your job, your role or the workflow, and a few choices: tools, approvals, working hours.

    ResultA brief

  2. 02Xevrion

    Xevrion AI designs it

    Trigger, stages, branches, approvals, data mapping, monitoring, tests and rollout.

    ResultA complete workflow

  3. 03Xevrion

    Every design is checked

    Known steps and tools only; approvals added before anything leaves the business or touches money.

    ResultA design that passes

  4. 04Xevrion

    A dry run with sample data

    What each step would do. Nothing is read, changed or sent.

    ResultNo surprises

  5. 05You approve

    Approve, and it joins Automated Work

    As a routine, with its approvals in place. Every version is kept.

    ResultWork that runs

Xevrion does this stepYou approve or decideNothing leaves your business without the approvals you set.

What a design includes

Everything a careful person would write down.

The same parts for every design, whoever wrote it.

Every design is stored with each version kept, the latest 50.
PartWhat it says
What starts itA schedule, a change in a connected tool, an email, a form, another app or a person
Stages and stepsEach step a known type on a known tool: read, check, sort, draft, decide, approve, act, send, record
BranchesPlain conditions, such as “more than a day late”, and where each one goes
When a step failsHow often it retries, then whether it goes to a person, is skipped or stops the run
ApprovalsWho approves, and why; always before anything leaves the business or touches money
Data between toolsWhich field goes where, from one tool to the next
MonitoringWhat is watched, and who is alerted on which channel
Test casesSample data with the result each one should give
Rollout planDry run, then a shadow run with a person approving every step, then live
Hours savedRuns a month × minutes saved, worked out again by Xevrion, labelled as an estimate

Control

Nothing runs until you say so.

  • Approved before it runs

    A design is a draft until a person approves it. A changed design is approved again.

  • Approvals where they matter

    Before anything leaves the business or touches money, always; no branch can skip one.

  • Personal details kept out

    For confidential data, Xevrion AI steps never see personal details.

  • Every version kept

    Go back to any of the last 50 versions, and see who changed what.

Questions

About Automations.

Do I need to know how to build automations?

No. Describe the work as you would to a colleague and choose a few options, such as which tools it uses and who approves. Xevrion AI designs the rest, and you read every step before anything runs.

What if Xevrion AI gets it wrong?

Every design passes the same checks, whoever wrote it. If Xevrion AI is not available, or its design fails a check, a sound design is built from the library and your choices instead, and the page says so. You can edit any step, and a dry run shows what each step would do before anything is real.

Can an automation send or pay on its own?

Only as far as you allow. A person approves before anything leaves your business or touches money, and with four eyes switched on, money needs two people. A changed design always goes back to draft, so it is approved again.

Which tools can it use?

The tools in the app directory. Each one is marked honestly: connect it today, or planned. A design can name a planned tool, and says so before you approve it.

Describe your first automation.

Free for 14 days, with the library, Design my automation and every service included.

14 days free No payment details No sales calls