Reference workflows
Proof patterns we run in production pilots.
Three demo workflows show how Tealfabric keeps customer processes moving—from intake to exception handling to integration recovery.
Each pattern maps to one or more solution areas. We scope pilots around a single live workflow and measure impact on your operations.
Prefer to see it first? Watch the 60-second demo, or start a design partner pilot.
Demo patterns
Three workflows we walk through live
Pick a pattern to see the flow, what we measure, and which solution areas it supports.
From portal or form submit to CRM and ops records in one tenant—without bespoke glue per channel.
- 01Intake trigger
- 02Process run
- 03Integrations
- 04Datapool record
- Who
- Revenue operations, customer delivery, and sales operations teams
- Problem
- Onboarding and intake run through email, forms, and CRM with manual handoffs and no shared execution history.
- Outcome
- From portal or form submit to CRM and ops records in one tenant—without bespoke glue per channel.
- What we measure
- Lead time from intake to CRM/ops records; automation rate vs manual re-key and handoffs.
Solution areas
“We stopped typing vendor intake from email into Salesforce. One branded form run updates CRM and our ops data store—with a link to the run history when finance asks what happened.”
Three journeys
Browse by operational pattern
Each journey links to a full write-up and maps to one or more reference workflows above.
Request to action
Request to action
A customer order, vendor application, partner form, or API call is a request. Tealfabric runs it end to end: capture from web, email, portals, documents, and APIs, then validate, route, and execute in CRM, ERP, and ops tools—with approval and a record of what happened.
Outcome: Faster request-to-action time, fewer re-key errors, and auditable lineage from submission to systems of record.
Reference workflow: Customer & vendor intake
Business workflows
Automate business workflows
Dispatch rules, approvals, notifications, and cross-team handoffs should not live in email. Tealfabric encodes how work runs—branches, owners, timers, and human-in-the-loop steps—so quality improves through less variation and your ops team gets time back.
Outcome: More consistent execution, faster exception cycles, and automation your ops team trusts.
Reference workflow: Ops exception handling with human approval
Connect existing systems
Connect existing systems
ERP, POS, CRM, and homegrown tools stay in place. Tealfabric connects them with governed integrations and automation so you add intelligence and orchestration to the system life cycle—saving money and effort compared to rip-and-replace or shadow IT scripts.
Outcome: Fewer replacement pressures, faster recovery when syncs fail, and a controlled path for AI on production integrations.
Reference workflow: Failed sync detection and retry
Pilot scope
What we measure in a pilot
Success is measured on your operations—lead time, automation rate, and manual work removed—not platform login alone.
A design partner pilot targets a single live workflow—customer intake, an ops exception path, or integration recovery. That is enough to prove value; add agents, WebApps, and Datapools after the first workflow runs with audit.
Pilot scope
- One workflow live in production (intake, exception, or integration recovery)
- Baseline and measure operational impact (lead time, automation rate, or workflow-specific criteria above)
- Audit trail for integration and process executes
- Human approval path exercised where policy requires it
- Optional: governed agent skill on tenant data
Operational impact
Lead time to systems of record
Elapsed time from intake submit (form, email, portal) to CRM, ERP, or ops records updated—without manual re-keying.
Automation rate
Share of cases handled end-to-end in a governed run vs manual handoffs, inbox triage, or spreadsheet updates.
Manual touches removed
Reduction in duplicate data entry, email routing, and ad hoc scripts per workflow run.
Failure-to-resolution time
For integration workflows: time from failed sync detected in Monitor to governed retry completed.
Exception cycle time
Time from exception flagged to decision recorded—with full audit trail before downstream execute.
Design partners
Results from production pilots
Each pilot scoped one live workflow. These are illustrative design-partner metrics and quotes—lead time, automation rate, and manual work removed—with measurement method on each card.
Vendor intake without typing the same details twice
Industrial distribution · EU · Salesforce + NetSuite
Workflow: Customer & vendor intake — form → workflow → CRM + data store
“We stopped typing vendor intake from email into Salesforce. One branded form run updates CRM and our ops data store—with a link to the run history when finance asks what happened.”
Revenue operations lead
- Time from request to CRM
- Before: 2–3 business days
After: under 4 hours - Share automated (with approval rules)
- Before: ~40%
After: ~85% - Systems typed into by hand per request
- Before: ~3 systems
After: 0 on the controlled path
Illustrative design-partner result · Design partner pilot window, 2026 · Salesforce + NetSuite. Sample: One production customer/vendor intake workflow. Measured as Timestamp from request submission to CRM record creation.
Supplier evidence without forcing another portal
Multi-site procurement · CSRD program
Workflow: Intake and approval — email → structured record → compliance review
“Suppliers still email PDFs—we do not force another portal. Evidence lands in a Datapool with a clear history our compliance team can actually defend.”
Procurement and compliance lead
- Time from evidence intake to structured record
- Before: 3–5 days manual
After: under 1 day - Spreadsheet cleanup steps
- Before: every request
After: exceptions only
Illustrative design-partner result · Design partner pilot window, 2026 · Email intake into a Datapool used by procurement and compliance. Sample: One supplier evidence workflow in a CSRD program. Measured as Time from evidence intake to structured record available for review.
Overnight sync recovery with clear rules
Manufacturing · SAP integration · production ops + platform engineering
Workflow: Failed sync detection and retry — alert → approval → controlled run
“SAP sync failures used to surface in email the next morning. Alerts notify the team, AI proposes a batch retry, and platform ops approves before anything hits production.”
Platform engineering lead
- Time from failure to fix
- Before: often 12–24h (inbox)
After: ~20–30 min - Mean time to detect failure
- Before: next business day
After: minutes (alerts) - One-off script retries in pilot window
- Before: frequent
After: none observed
Illustrative design-partner result · Design partner pilot window, 2026 · SAP integration with Monitor alerts. Sample: One failed-sync recovery workflow in production ops. Measured as Time from integration failure to governed retry completion.
Exception handling with full context
B2B services · Nordics · multi-entity
Workflow: Ops exception handling with human approval
“Duplicate vendor records used to sit in my inbox until a senior operator had time. Now exceptions land in a queue with context, and I approve merges with a full history you can review.”
Business operations lead
- Time to resolve exceptions
- Before: ~2 days
After: same business day - Cases with approval before systems run
- Before: ad hoc
After: 100% in pilot scope
Illustrative design-partner result · Design partner pilot window, 2026 · Multi-entity ops records with human approval before writes. Sample: One exception-handling workflow in B2B services. Measured as Time to resolve exception cases with approval before system write.