Case Study | Approval Agent For Finance & Procurement

This regional logistics and distribution firm didn't realise it was losing $942,000 annually, until they started automating approvals for their Finance department.

Purchase approvals always have been a pain point, as they had to manage several warehouses belonging to different Org Units. Most approvals were done via endless email back-and-forth, and some purchases clearly exceeded the budget limits. But the leadership was able to catch these instances only after the commitment had been made, and it was too late to revert it.  

Download the case study to learn: 

• Why did the company decide to go with an AI agent, instead of non-AI process.

• Whom and how the AI agent was supposed to replace.

• How exactly does the approval agent now function, and why connection to Google Workspace was important.

• What are the outcomes of this project. 

• What the team wished they knew before they started.