Approval gates
Anything financial, HR-related, system-level or external waits for your approval by default. You decide what it may do alone.
CrankUp FlowsAgentic workflows
Processes that run end to end. People approve what matters.
Order to fulfilment, onboarding, claims, renewals, reporting. An agentic workflow moves the work across your systems step by step, and waits for a person when a step needs one.
- From 2 weeks
- Approval gates where you choose
- Every step logged
Renewals workflowdemo data
What it is
An agentic workflow is a multi-step process that AI runs across your systems from start to finish. It picks up what comes in, works out the next step, and acts in the systems you already use. The steps that need a person pause for approval, and the workflow carries on once it has one.
Run a workflow
It runs on its own until a step needs you
Pick a process and watch it move across your systems. When it reaches a step that needs a person, it waits. Approve it or decline it yourself.
From the order coming in to the goods going out, across sales, stock and delivery.
Ready
- EmailOrder #1042 received by email
- OdooSales order created
- StockStock checked for every line
- FinanceFinance approval for order #1042
Release order #1042 for delivery?Waiting for approval from Finance.
- WarehousePicking list sent to the warehouse
- WhatsAppCustomer updated on WhatsApp
New clients, staff or suppliers, from the first form to fully set up.
Ready
- DocumentsEngagement letter signed
- EmailWelcome pack and document request sent
- CRMClient file created
- FinanceFinance approval for the billing account
Open the client’s billing account?Waiting for approval from Finance.
- CalendarKick-off call booked with the partner
Collect the details, check them against your rules, and route what needs a decision.
Ready
- WhatsAppClaim CL-3108 received with photos
- DocumentsDetails collected and checked against your rules
- ClaimsClaims decision for CL-3108
Approve claim CL-3108 for payment?Waiting for approval from Claims.
- FinancePayment scheduled
- WhatsAppCustomer told the outcome
Spot what is due, prepare the renewal, and send it once someone approves.
Ready
- ERPPolicy RN-2207 renews in 30 days
- DocumentsRenewal drafted from the policy terms
- OperationsApproval to send the renewal
Send the renewal email to the client?Waiting for approval from Operations.
- EmailRenewal email sent
Pull the numbers from each system and deliver the report on schedule.
Ready
- ScheduleMonday 07:00: weekly report due
- OdooSales and stock figures pulled
- CRMPipeline pulled from the CRM
- DocumentsReport drafted
- FinanceApproval to send the report
Send the report to the leadership team?Waiting for approval from Finance.
- EmailReport delivered
Approval gates
You choose what waits for a person
You decide. By default, anything financial, HR-related, system-level or external waits for your approval. You can change that step by step.
4 of 6 steps wait for a person
- Create the sales orderRecords
- Update the stock countRecords
- Issue the invoiceFinancial
- Email the customerExternal
- Change a user’s accessSystem
- Update an employee recordHR
How it works
From the way work moves today to a workflow that runs
- 01
Map the process
We follow how the work moves today, step by step, and agree where a person must decide.
- 02
Connect the systems
The workflow reads from and writes to the systems each step already uses.
- 03
Set the approvals
You choose which steps wait for a person. Those steps do not move until someone approves.
- 04
Go live in stages
It goes live in stages, and your team approves each step up in autonomy.
- 05
Run it, or take it over
After launch, we can run and improve the system for you on a monthly arrangement, or hand it over fully to your team.
Governance
Standard on every workflow
Governance is standard on AI operating systems and agentic workflows, and available on custom agents.
A permanent audit trail
Every action lands in a tamper-evident audit trail, and outcomes are verified independently.
One switch stops it
A kill switch stops every action instantly, until you resume.
Choose the scale
One job, one process, or the whole business
- One jobCrankUp AgentsCustom AI agents
A single agent that owns one job and goes live fast.
From 1 week - One processYou are hereCrankUp FlowsAgentic workflows
Multi-step processes that run end to end across your systems.
From 2 weeks - The whole businessCrankUp OSAI operating systems
One intelligence layer across the whole business, for leadership.
From 1 month, scaling with scope
Integrations
It works inside the systems you already use
We connect through MCP and direct APIs, so we are not limited to this list.
- Microsoft 365
- Google Workspace
- Odoo
- Salesforce
- HubSpot
- Notion
- WhatsApp Business
- Stripe
- Bókun
- MCP
- and any system with an API
Product names are trademarks of their respective owners. CrankUp is not affiliated with or endorsed by them.
Questions
Straight answers
What is the difference between an agentic workflow and an AI agent?
An AI agent owns one job, such as replying on WhatsApp. An agentic workflow runs a whole multi-step process across several systems.
Who approves the steps?
You decide which steps need a person and who that person is. Those steps wait until someone approves them.
How long does it take?
From 2 weeks. Larger processes take longer, and your proposal sets the timeline.
Is governance included?
Yes. Governance is standard on AI operating systems and agentic workflows, and available on custom agents. Governance means approval gates, an audit trail and a kill switch.
Can you run it for us after launch?
Yes. We can run and improve it on a monthly arrangement, or hand it over fully to your team.
Where is our data hosted?
Where your data is hosted is agreed with you in writing before any data loads.
Start a project
Tell us what you want to build
A short brief is enough. We reply the same business day with what we would build, roughly what it costs and how long it takes.
Prefer WhatsApp? Message us