Daeo Automate · AI-powered automation
Turn real business processes into automated AI workflows.
Less manual routine, more time for your team. Daeo uses information from your systems to handle recurring tasks. You define what runs automatically and when a person decides.
Good first workflows
Start with work your team repeats every day.
A clear trigger, the right information, and a measurable outcome: the foundation for a useful first workflow.
Ways to automate
You decide what Daeo handles independently.
Define tasks, decision limits, and approval points up front. Depending on the process, Daeo follows fixed steps, works towards a goal, or handles a task in chat.
Defined workflow
Starts from an event or a schedule and follows a defined sequence. Permitted actions and required approvals are agreed up front.
For recurring, well-understood tasks
Goal-based workflow
Gets a goal rather than a fixed sequence. Daeo plans within the tools and limits you set; the agreed approval rules still apply.
For cases that vary every time
On-demand workflow
Starts in chat. You describe the task; Daeo runs the workflow, shows the result, and cites the sources it used.
For on-demand tasks
Workflow builder
From process description to automated workflow.
Your process description becomes a first draft. Your process owners review the rules and results; the workflow goes live only when it works on real cases.
1Describe
Describe what needs to get done. Define the trigger, steps, systems, and the outcome you want.
2Connect
Pick the systems and capabilities the workflow may use. Your permissions carry over — it can reach only what you can.
3Test
Run it on real cases and read the full trace of every step. Adjust a step, a prompt, or a guardrail and run it again.
4Deploy
Publish a version. Set where it runs and who can trigger it. Roll back to an earlier version at any time.
Instructions
Describe what needs to happen and which rules apply.
Example
When a ticket comes in, pull the customer and order, draft a reply, and let me approve it before it sends.
0.Trigger
New ticket
1.Step
Retrieve customer + order
2.Step
Draft reply from history
3.Approval
Approval required before send
Business context
Daeo understands your business, not just your prompt.
Daeo resolves your order numbers, part IDs, and internal terms against the same context Daeo Ask uses. It retrieves records as the workflow runs — and only the records you're allowed to see.
- Same connectors, documents, and permissions as Daeo Ask
- Retrieves records mid-run, not just at the start
- Permission checks at run time — revoked access takes effect at once
- Ticketing · read + commentTicketing
- Orders · readSAP
- Customer history · readCRM
- Mail · draft onlyOutlook
- Pricing tables · not permitted for this workflow
Multi-step work
Branch, loop, and decide — not a fixed script.
The workflow checks conditions, handles items in a list, and picks the next step based on the result. You define which decisions happen automatically and where human approval is required.
- Conditional branches and loops over lists
- Reusable sub-workflows for more complex tasks
- Approval points that match your rules and responsibilities
Enterprise → bring in the owner directly
Standard → continue
Governance and audit
Routine work runs automatically. Approval where it matters.
Define in advance which actions Daeo performs independently and which require approval. At those points, the responsible person sees the proposed action, the affected system, and its impact. Work stays accountable without manually confirming every routine task.
- Define permitted actions and approval points per workflow
- Review actions requiring approval before they run
- Trace execution and decisions in the run log
For approval
Send reply to ticket #5190
Writes to: Ticketing · Outlook
Effect
- Before · ticket open, no reply sent
- After · reply sent, ticket set to 'pending customer'
Trigger, inputs, every step, decision, person, and time are written to the log.
Visual builder
Fixed steps where you need control. Planning where cases vary.
The canvas shows every step, branch, and available tool. Fix the paths that matter and let Daeo plan only the parts that change from case to case.
1.Retrieve
Pull the customer, order, and past tickets
2.Branch
Choose a path based on the data
3.Respond
Draft a reply and route it to the account owner
4.Plan & execute steps
Let Daeo choose the actions to resolve the ticket
Which process would you like to automate?
Bring a real task. We’ll show you Daeo and discuss a suitable workflow around your team’s systems, rules, and goals.
Discuss your first automation