Pillar guide
AI governance framework
Define ownership, approved data, human control, exception recovery, monitoring and controlled change around one workflow.
OpSmith field guides
Workflow automation resources and guides for better build decisions.
Use these practical guides to choose the right process, map the real work, estimate its cost and design the controls that keep automation dependable.
Pillar guide
Document processing workflow
Follow a business document from intake through classification, extraction, validation, review, recovery and system update.
Pillar guide
How to automate business processes
Move from process selection and current-state modeling through controls, a measured pilot and a reliable launch.
Pillar guide
Sales quotation process
Connect customer request, pricing, approval, delivery, revisions and controlled follow-up in one traceable workflow.
Pillar guide
CRM data quality
Build accurate, traceable customer records that can safely support routing, follow-up, reporting and automation.
CRM checklist
CRM data cleanup checklist
Correct CRM data in protected, reviewable batches and prevent the same defects from returning.
CRM identity guide
Duplicate records in CRM
Separate confirmed matches from possible matches and preserve context through controlled resolution.
CRM workflow guide
CRM lead routing workflow
Connect reliable intake facts to accountable ownership, acceptance timing and exception handling.
Quoting guide
Quote request intake
Turn emails, forms and attachments into complete, validated inputs for pricing.
Approval guide
Sales quote approval workflow
Route pricing, margin, terms and other commercial exceptions to the right authority.
Follow-up guide
Automate quote follow-up
Use accurate status, tested stop conditions and human escalation after a quote is delivered.
Comparison guide
OCR vs intelligent document processing
Understand the difference between capturing text and operating a dependable document workflow.
Workflow guide
Invoice processing workflow
Map invoice capture, validation, matching, approval, exception handling and accounting entry.
Guide + free validation lab
Document data validation
Test invoice rules in the interactive lab, inspect failed checks and export a validation matrix and labelled sample results.
Start here
How to identify a business process worth automating
Use repetition, volume, data quality, exceptions, risk and business value to find a defensible starting point.
Decision tool
Automation readiness checklist
Test whether the workflow is stable and understood well enough to move into design.
Working calculator
Automation ROI calculator
Compare cash ROI, staff capacity and payback with costs, human review and adoption ramp.
Planning guide
Business process modeling for automation
Document triggers, inputs, decisions, handoffs, approvals and exceptions without overcomplicating the map.
Decision guide
When not to automate a business process
Recognize when weak economics, unstable work, poor data, judgment or risk should lead to a pause.
Guide + free runbook builder
Workflow automation exception handling
Build and export a recovery runbook with ownership, safe retry rules and escalation. Includes invoice, CRM and quote examples.
Governance guide
Human-in-the-loop automation
Place human review where judgment, accountability or unusual commitments require it.
Operations guide
Automation monitoring and maintenance
Define what to watch, who owns recovery and how a live workflow should change safely.
How to use the library
Follow the operating decision—not a content sequence.
Start with the question in front of your team. Each guide links to the next decision and the relevant OpSmith service only where it is useful.
01
Choose
Identify one costly, recurring workflow with a measurable outcome.
02
Design
Map inputs, decisions, approvals and the exceptions that define real work.
03
Operate
Monitor the live workflow, recover safely and improve it from evidence.
These guides support OpSmith’s AI workflow automation methodology from opportunity selection through live operations.
Prefer to work through one real process together?
The Operational AI Blueprint turns one recurring workflow into a current-state map, opportunity score and decision-ready implementation brief.