Agentic back-office operations
Email, calendar, invoicing, cash visibility, records, project routing, approvals, and status reporting as governed workflows.
Managed workflows with named ownership, human approvals, quality controls, reporting, and a durable operating cadence.
Operating work is where promising systems become dependable—or quietly fail. CG&AI can run the workflow, coordinate specialist roles, maintain controls, and report against the outcome while the client retains visibility and authority.
Managed does not mean opaque. Sources, decisions, exceptions, approvals, and unresolved risks remain visible. The operating model is designed for continuity and, when appropriate, a controlled transfer to the client team.
A critical workflow has no reliable owner across tools, teams, and outside providers.
Senior judgment exists, but the organization lacks execution capacity or operating rhythm.
Automation is producing activity without enough control, visibility, or accountability.
A newly built system needs disciplined live operations before it can be transferred.
Email, calendar, invoicing, cash visibility, records, project routing, approvals, and status reporting as governed workflows.
Clear routing, permissions, review gates, escalation logic, and separation between proposed and consequential actions.
Testing, deployment, monitoring, incident response, content releases, and operating continuity.
Outcome tracking, exception analysis, capacity review, control evidence, and prioritized iteration.
Define the service level, control requirements, current failure modes, and accountable parties.
Create the cadence, queues, review gates, escalation paths, and reporting needed for dependable work.
Operate the workflow with visible ownership, documented exceptions, and human authorization where required.
Strengthen the system over time or hand it over with evidence, documentation, and trained owners.
A named operating owner, documented cadence, and clear responsibility for completion.
Review records, exception handling, source lineage, and escalation history.
A practical view of throughput, blockers, decisions, risk, and the next improvement.
Tell us the decision, workflow, or product that is not moving. We will help determine whether the next step is advice, a build, managed operations, or a controlled handoff.