What is a workflow?
A workflow connects what starts the work to the next step, including when the routine should wait or change direction.
For an overdue invoice, that might mean sending the agreed reminder, then waiting to see whether a payment or reply arrives before the next reminder date. Once a routine step has been tested and approved, an AI agent is one way to carry it out.
One invoice-reminder workflow
When something changes
If a customer says they paid by Zelle or check, the reminder stops. The message and invoice come to someone at the business instead, without the workflow marking the invoice paid or changing the books.
Where this shows up in practice
- Invoice reminders
An overdue invoice leads to the next tested-and-approved reminder. A possible payment or dispute stops the routine, and an unclear reply does too.
- Prospect follow-up
A sent proposal stays tied to the next follow-up date. If the situation no longer matches an approved step, the follow-up stops and you decide what happens next.
- Client feedback
A review request stays tied to the right item and version, and the reminders stop when a response arrives.