任务之间的衔接常常拖慢进度。
请求从一个渠道进入，相关信息保存在另一个系统，而审批又依赖一位缺乏完整背景的人员。这些交接增加了耗时、差错和人工跟进工作。
我们分析端到端流程，明确哪些步骤可以自动化、需要哪些信息，以及哪些环节仍应由您的团队参与。
信息检索
智能体从获授权的数据源中查找并关联信息，用于回答问题或为任务准备背景资料。
文档处理
工作流从文档中提取、整理和审查信息，识别缺失项，并将异常事项转交人工处理。
准备待审核的工作成果
解决方案汇集数据并准备答复、报告或销售信息，供您的团队审核并完成流程。
跨系统协调
在集成能力、权限和技术条件允许的情况下，通过自动化传递信息并执行规定的步骤。
每个智能体都需要明确的职责和边界。
我们明确智能体可以访问什么、可以执行哪些操作，以及何时必须停止或请求审核。在将其纳入流程之前，我们会针对常见场景和相关异常情况测试其行为。
自动化程度取决于信息质量、任务性质，以及错误执行可能带来的后果。
我们的交付内容
根据项目范围，交付内容可包括工作流设计、系统集成、智能体或自动化方案、运行规则、测试，以及使用解决方案所需的文档。
维护和持续支持安排将作为项目的一部分予以明确。
系统集成
让智能体融入您的运营。
我们将智能体与您的工具集成，用于检索信息和协调重复性任务。我们明确每个智能体可以执行哪些操作，以及何时需要审批。
可集成的系统与数据源
SAP
Microsoft Excel
Salesforce
Snowflake
Oracle
内部 API
每项集成均取决于系统版本、可用的 API 或导出功能、权限及项目范围。
AI AGENTS & AUTOMATION
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Keep your processes moving with less manual work.
We design automations and AI agents for tasks that involve retrieving information, interpreting documents, and coordinating work across systems and people.
Work slows down between one task and the next.
A request arrives through one channel, the information sits in another system, and approval depends on someone who lacks the full context. These handoffs add time, errors, and manual follow-up.
We analyze the end-to-end process to identify which steps can be automated, what information they need, and where your team should remain involved.
Information retrieval
Agents that find and connect information from authorized sources to answer questions or prepare the context for a task.
Document processing
Workflows that extract, organize, and review information from documents, identify missing items, and route exceptions to a person.
Preparing work for review
Solutions that bring data together and prepare responses, reports, or sales information for your team to review and complete the process.
Coordination across systems
Automations that move information and execute defined steps where integrations, permissions, and technical conditions allow.
Every agent needs a clear role and clear limits.
We define what an agent can access, what actions it can take, and when it must stop or request review. We test its behavior against common scenarios and relevant exceptions before incorporating it into the process.
The degree of automation depends on information quality, the nature of the task, and the consequences of incorrect execution.
What we deliver
Depending on the scope, a project may include workflow design, integrations, the agent or automation, operating rules, testing, and the documentation needed to use the solution.
Maintenance and ongoing support arrangements are defined as part of the project.
Integrations
Agents connected to your operations.
We integrate agents with your tools to retrieve information and coordinate repetitive tasks. We define what each agent can do and when approval is required.
Systems and sources we can integrate
SAP
Microsoft Excel
Salesforce
Snowflake
Oracle
Internal APIs
Each integration depends on the system version, available APIs or exports, permissions and project scope.
How performance is evaluated
End-to-end process time.
Manual work required per operation.
Frequency of errors and corrections.
Cases requiring human intervention.
Ability to complete the intended tasks correctly.
Which process takes more follow-up than it should?
我们将使用您的姓名、电子邮箱、电话、公司、职位及选填的背景信息，向您提供演示文稿、评估您的业务兴趣，并专门通过电子邮件或电话跟进。下载不会使您订阅新闻通讯。
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数据控制者：Brieffy S.A. de C.V.，Av. Constitución 2000, Fracc. Parque Royal, Colima, Colima, CP 28017, Mexico。
我们不要求提供敏感个人数据。如需限制数据的使用或披露，请联系 privacidad@strtgy.ai。
了解我们的 AI 智能体与自动化演示文稿。
了解我们如何设计职责、集成方式和审核环节清晰的智能体与工作流。填写您的信息，即可获取英文 PDF。
Illustrative projects
Examples of workflows that gather information and prepare work for review and approval.
Reference projects based on illustrative scenarios. See each project for its scope and assumptions. Images are illustrative.
Prepare industrial quotes
Illustrative project
Prices, stock and approved product equivalents are scattered. A workflow could bring the sources together and prepare a quote for sales review.
Define the scope of each proposal
Illustrative project
Sales and Operations work from different versions. A workflow could organize requirements, costs and exclusions before technical and commercial review.
Prepare after-sales responses
Illustrative project
Answering an inquiry means searching for orders, manuals and policies across systems. A workflow could gather the context and prepare a response for an advisor to review.
Track internal requests
Illustrative project
Requests move between teams without a visible owner. Shared intake could suggest a route, identify missing information and retain status updates and approvals.
Documents and coordination
Two applications for reviewing evidence and routing exceptions to the people responsible.
Reference projects based on illustrative scenarios. See each project for its scope and assumptions. Images are illustrative.
示例项目
展示如何通过工作流汇集信息，并准备需要审核和审批的工作成果。
基于示例场景的参考项目。请查看各项目的范围和假设。图片仅供示意。
准备工业产品报价
示例项目
价格、库存及获认可的等效产品信息分散各处。工作流可汇集这些信息源，准备报价供销售团队审核。
明确每份方案的范围
示例项目
销售和运营团队使用不同版本的信息。工作流可在技术与商务审核前，整理需求、成本及不包含的事项。
准备售后答复
示例项目
回复一项咨询，需要跨系统查找订单、手册和政策。工作流可汇集背景信息，并准备答复供顾问审核。
跟踪内部请求
示例项目
请求在团队之间流转，却没有明确可见的负责人。统一的接收入口可建议分派路径、识别缺失信息，并保留状态更新和审批记录。
文档与协调
两种应用场景，用于审查凭证并将异常事项转交给负责人。
基于示例场景的参考项目。请查看各项目的范围和假设。图片仅供示意。
审查交付记录
示例项目
收据、照片和事件报告从不同渠道送达。工作流可将其关联到每笔订单，并在结案审核前标记缺失的凭证。
标记发运单据差异
示例项目
订单、发票和装箱单不断更新版本。工作流可比较其中的字段，清晰呈现差异，供专业人员审查。
Review delivery records
Illustrative project
Receipts, photos and incident reports arrive through different channels. A workflow could link them to each order and flag missing evidence before closure review.
Flag differences in shipment documents
Illustrative project
Orders, invoices and packing lists change versions. A workflow could compare their fields and make discrepancies visible for specialist review.