Real workflows,
ready to adapt.
A library of patterns the platform supports today, deterministic flows and AI agents side by side. Every one is documented end to end, with the exact capabilities it uses.
Quote-to-Cash Sync
Move closed-won opportunities from Salesforce through Neblex CPQ to NetSuite billing automatically, with no rekeying between systems.
Lead Routing and Enrichment
Enrich new Typeform submissions with Clearbit firmographics, score them, and route each lead to the right Salesforce owner within minutes.
Campaign-to-Pipeline Attribution
Sync Google Ads spend and HubSpot campaign engagement into BigQuery on a schedule so marketing and sales report from the same pipeline numbers.
Usage-Based Health Scoring
Roll product usage from Snowflake into a Gainsight health score on a schedule and alert the account team in Slack when an account trends down.
Support-to-CRM Escalation
Escalate high-priority Zendesk tickets into linked Salesforce cases automatically, with full conversation history attached and statuses kept in sync.
Onboarding and Offboarding Automation
Turn Workday status changes into same-day provisioning in Okta and Google Admin, and revoke access the moment someone leaves.
ITSM Automation
Automate the ServiceNow ticket lifecycle: intake from any channel, categorization, SLA-based routing, Jira handoff, and resolution updates in Slack.
Incident-to-Ticket Routing
Turn Datadog alerts into deduplicated Jira tickets, page the right on-call engineer through PagerDuty, and keep the incident channel updated.
New-Hire Provisioning
Start account creation, equipment requests, and a day-one welcome sequence in Slack the moment an offer is accepted in Greenhouse.
Order-to-Cash
Sync Salesforce orders into NetSuite for fulfillment, invoicing, and revenue recognition, with order and payment status flowing back to the CRM.
Invoice Three-Way Matching
Match incoming invoices to purchase orders and receipts on Neblex, post clean matches to NetSuite automatically, and route exceptions to a reviewer.
Expense Categorization and Approval
Categorize submitted expenses, check them against policy, and route each report to the right approver based on amount and type, all in one governed flow.
Multi-Level Approval Workflows
Route purchase requests through the right chain of approvers based on amount, department, and policy, with automatic escalation when an approval stalls.
Threat Alert Triage
Enrich security alerts with asset and user context, deduplicate repeat signals, and route each incident to the right responder based on severity.
Vulnerability-to-Remediation Workflow
Turn new vulnerability findings into tracked ServiceNow remediation tickets, matched to asset owners and backed by SLA timers with escalation.
Access Anomaly Response
Detect unusual login and permission-change events, open an investigation, and suspend access pending human review with a full audit trail.
Order Orchestration
Sync new Shopify orders across NetSuite and ShipEngine with parallel steps, compensation on failure, and exceptions flagged before customers notice.
Inventory and Fulfillment Sync
Keep stock levels accurate across Shopify, NetSuite, and 3PL warehouses feeding files over SFTP or EDI, with reorder triggers before you sell out.
Returns and Refund Processing
Validate return requests against policy, issue Stripe refunds automatically for clean cases, and route edge cases to a reviewer before money moves.
Natural-Language Agent Builder
Describe an agent in plain English and Neblex drafts the tools, decision logic, and approval checkpoints, ready for you to review and refine.
Support Triage Agent
A triage agent reads each Zendesk ticket, judges urgency and sentiment, drafts a reply, and escalates anything it is unsure about to a human for review.
Sales Research Agent
An agent researches each new lead with a real browser, scores fit against your ICP, and drafts a personalized outreach sequence for rep review.
IT Access Review Agent
An agent reviews access requests against role and policy, approves routine ones under set guardrails, and routes ambiguous cases to a human with reasoning.
Knowledge Agent
An agent answers employee and customer questions from your docs, wikis, and past tickets, citing sources and flagging gaps in the documentation.
Semantic Knowledge Search
Semantic search across your connected docs, wikis, and tickets: ask in plain language and get ranked, cited results from your own pgvector index.
ITSM Ticket Triage and Resolution Agent
An agent classifies ITSM tickets by category and severity, resolves routine requests under guardrails, and routes the rest with context attached.
Inbox Triage Agent
An agent reads incoming email in Gmail or Outlook, drafts replies for routine cases, and flags anything ambiguous for a human to review and send.
Customer Feedback Synthesis Agent
An agent gathers feedback from Zendesk tickets, app store reviews, and G2 reviews, finds recurring themes, and sends a cited digest to leadership.
Do not see your workflow?
These are patterns, not templates: the same building blocks compose into whatever your team runs. Tell us what you are trying to automate.