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.
Watch the tour, then book a live walkthrough.
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.”
Solution areas
Browse by customer process
Each solution area links to a full write-up. Most share one of the three reference workflows above.
Sales → delivery
Customer onboarding
Tealfabric orchestrates customer onboarding from deal close through go-live—connecting CRM, delivery, and billing systems, automating handoffs between sales and delivery, and giving every team a single operational view of progress.
Outcome: Faster time-to-value, fewer onboarding delays, and less manual coordination between teams.
Reference workflow: Customer & vendor intake
Fulfillment teams ↔ business systems
Service and order fulfillment
Tealfabric orchestrates service and order fulfillment across project plans, change requests, and integrations—connecting ticketing, ERP, and platform systems, automating status updates between teams, coordinating people and AI for exception handling, and giving every order a single operational view.
Outcome: More predictable fulfillment, faster recovery when systems fail, and less manual coordination between delivery and platform teams.
Reference workflow: Failed sync detection and retry
Delivery → support
Customer support
Tealfabric orchestrates operational support across tickets, delivery history, and business systems—connecting the applications support teams already use, sharing context from delivery automatically, coordinating people and AI where judgment is required, and giving every case a single operational view.
Outcome: Faster issue resolution, higher first-contact confidence, and less manual coordination for support teams.
Reference workflow: Ops exception handling with human approval
Intake → compliance → activation
Partner and vendor onboarding
Tealfabric orchestrates partner and vendor onboarding from first intake through activation—connecting procurement, compliance, finance, and IT systems, automating approval steps across teams, coordinating people and AI for document review where useful, and giving every stakeholder a single operational view of status.
Outcome: Faster intake-to-activation, consistent compliance execution, and less manual coordination across procurement and IT.
Reference workflow: Customer & vendor intake
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 the operational metrics and quotes partners reported—lead time, automation rate, and manual work removed.
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
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
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
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