The problem
A 20–80 employee SaaS company had a manual invoice-processing bottleneck. Each request required cross-checking information across tools, applying business rules, coordinating between departments, and correcting errors, which slowed operations as volume increased.
The solution
A multi-agent AI workflow was deployed to monitor triggers from tools like HubSpot and Slack, analyze incoming invoice-processing requests with business logic, execute actions across connected systems, and notify employees in Notion. The implementation used AI agents, workflow automation, no-code connectors, exception handling, and human review for edge cases instead of replacing the existing stack.
Key results
- Days → hrsInvoice processing time
- 200+Invoice-processing instances handled in the first week
- Error rate and processing cost per invoice significantly reduced