Where the busywork ends and the real work begins.
Eight ways Cortex takes the repetitive parts of support, sales, finance and operations off your team, with systems that read, decide and act the same way every time.
AI Agents
Digital colleagues that own entire tasks.
Each agent is built around one job your team does every day, such as triaging requests, reconciling records or preparing briefs. It learns your rules and your tone, works inside the tools you already use, and asks a person whenever a decision falls outside its lane.
What it handles
- Request triage and routing
- Data entry and reconciliation
- Research and summarization
- Scheduling and coordination
- Always-on capacity, with no queues
- 24/7
- Of routine requests handled end to end
- 70%
Intake agent
Triaging 38 new requests
Research agent
Summarizing 12 supplier documents
Operations agent
Updating 214 CRM records
Digital Workflows
Processes that run themselves, step by step.
We trace every step a process takes today, then rebuild it so information travels from tool to tool on its own. Approvals reach the right person at the right moment, and nothing sits waiting in an inbox.
What it handles
- Approvals and sign-offs
- Cross-system data sync
- Onboarding and offboarding
- Exception handling
- Faster cycle times on approvals
- 10×
- Copy and paste between tools
- 0
AI Automation
Automation that reads, reasons and adapts.
Classic automation follows rules. AI automation understands unstructured inputs like emails, documents and conversations, so it keeps working when real life does not fit the template.
What it handles
- Email and document understanding
- Classification and extraction
- Content generation with review
- Anomaly detection
- Extraction accuracy on live documents
- 98%
- Less manual review
- 85%
- SupplierFieldstone Materials
- Invoice total$18,240.00
- Due date14 Nov 2026
- PO matchPO-7731
Business Process Automation
Core processes, rebuilt around automation.
We redesign end-to-end processes such as order to cash, procure to pay and claims handling, removing hand-offs and waiting time instead of simply speeding up broken steps.
What it handles
- Order to cash
- Procure to pay
- Claims and case handling
- Compliance checks
- Lower cost per process
- 60%
- Average end-to-end cycle
- 4 min
- Order arrives by email
- Re-keyed into ERP
- Credit check by hand
- Finance approval by email
- Invoice created manually
- Payment chased by phone
- Order captured and validated
- Credit and pricing checked automatically
- Invoice issued and reconciled
-60%
Cost per order processed
Customer Support Automation
Instant, accurate answers on every channel.
AI agents resolve common requests across chat, email and voice, draft replies for complex cases and hand over to your team with the full context, so customers never have to repeat themselves.
What it handles
- Ticket triage and tagging
- Order status and account changes
- Refunds and returns
- Agent assist and reply drafting
- Of tickets resolved automatically
- 68%
- Average first response
- 40s
Sales Automation
More pipeline, less admin.
From lead research and scoring to personalized follow-up and CRM hygiene, Cortex automates the work around selling so your team spends its time in conversations that close.
What it handles
- Lead enrichment and scoring
- Personalized outreach drafts
- Meeting notes to CRM
- Pipeline forecasting
- More qualified pipeline
- 3.4×
- Saved per rep, every week
- 9 hrs
Internal Operations
Finance, HR and IT on autopilot.
Automate the back office: invoice processing, expense checks, employee requests, access management and reporting, with controls your auditors will appreciate.
What it handles
- Invoice and expense processing
- HR and IT service requests
- Access and permissions
- Scheduled reporting
- Faster invoice processing
- 87%
- Of actions with a full audit trail
- 100%
- Match 1,204 supplier invoices
- Flag 7 exceptions for review
- Sync expenses to the ledger
- Generate month-end close report
Research & Knowledge Systems
Your organization’s memory, searchable and cited.
We connect your documents, wikis, tickets and data into a secure knowledge system that answers questions with sources, drafts research and keeps institutional knowledge from walking out the door.
What it handles
- Cited answers from internal documents
- Market and competitor research
- Policy and contract lookup
- Onboarding assistants
- To a cited answer
- 5s
- Less time spent searching
- 45%
Answer
Enterprise customers can request a pro-rated refund within 30 days of renewal1. Refunds above $25,000 need approval from the finance director2.
Not sure where to start?
Most clients begin with one process that costs too much time. Tell us about yours and we will show you what automating it could return.
