Order-to-cash
Build a delivery-to-invoice workflow with approval gates, an exception queue, and a runnable four-order replay.
Build AI that moves work forward.
See how teams automate work across sales, operations, and finance. Start with a working example, then adapt the workflow to your business.
See the first workflowThe Chief AI Officer’s Monday Test
A delivery update starts the work. The system checks the order against the contract and proof of delivery, prepares invoices for finance to approve, and assigns the orders that need a decision.
- Ready for invoice approval
- $115,000
- Held for evidence or review
- $70,000
Local rules replay using four fictional orders.
Walk through the decisions
What happens when delivery is recorded
- Sales
Match the order to the agreed price.
- Operations
Verify the proof of delivery.
- Finance
Review the draft or send the exception to its owner.
See what happened to the four orders
$60,000 order
- Delivery recorded
- Price and delivery proof checked
- Finance reviews the draft
$22,000 order
- Delivery recorded
- Delivery proof missing
- Operations must attach the proof
| Order value | Next step |
|---|---|
| $60,000 | Finance reviews the draft. |
| $55,000 | Finance reviews the draft. A repeated delivery event is skipped. |
| $48,000 | Commercial Ops checks a $3,000 price mismatch. |
| $22,000 | Operations attaches delivery proof. |
The replay applies fixed checks. A production system would connect to your order, delivery, and finance records and enforce approval before posting.
The Dinner Rush Your Dashboard Missed
A merchant goes offline at peak hours. Build a workflow that spots the issue, gives Support a clear next step, and brings in the account manager once the store can take more orders.
Try the account management replay
Three workflows to build
Inventory
Build an inventory alert from stock, reservations, daily demand and supplier dates. Run the three-SKU example and test a delayed receipt.
Weekly business review
Automate a weekly business review with traceable metrics and a decision log. Run a three-metric replay that catches conflicting and missing records.
Latest analysis
Latest testsAI failed 42.8% of Visa’s shopping test runs
Can the assistant walk away when nothing fits the budget?
- Visa benchmark
- 42.8% of runs failed
- Our local replay
- 1 of 3 cases passed
Claude Cowork Enterprise rollout checklist
Check whether the 16 November default change applies to your organization, then test one role’s file access and approvals.
Check your rollout settings
Can the support bot close this refund?
The bot says the full refund went through. The payment record shows only part of it. Decide what you’d do next.
Try the refund caseLatest tests
Can the agent finish the job?
Research-based guides to resolution, controls and reliable data.
Can a customer service agent resolve your problem?
Five questions to check what the agent can do when a case gets complicated.
The controls an AI agent needs in production
A guide to identity, permissions, approvals and the evidence your team can review.
Give AI agents the right data for the job
Design data access, retrieval and action so teams can verify the result.
Reference guides
Start with 25 picks
Which AI App Is Worth Paying For?
Choose an everyday AI app or compare the models behind it.
How to show up in AI search
Check whether crawlers can reach your pages and where AI systems cite your work.
How do you know an AI agent finished the job?
Build a record of what the agent did and how your team verified the outcome.
One useful AI pilot.
A plan you can actually follow.
Choose one task. Set the checks. Decide what deserves to scale.
Explore the free Playbook135 pages · Completed exampleFree guide with newsletter signup. Unsubscribe any time.
Read three excerpts before you sign up
Start with the work, set decision rules, then check readiness. These excerpts are from the full Playbook.
1 of 3
Start with the work.
Pick a task your team already does. Decide what should improve, how the work should change and which information you can trust.
See a completed pilot planQuestions from page 6 · The Digital Operating System
Ask these first
- Which business outcome is worth changing?
- How should work move tomorrow?
- Which inputs can the company trust?
Give AI clear limits.
Decide who checks the work, what AI may do and when someone must step in. Give it more freedom when those controls are ready.
Read the nine decision rulesRules from page 11 · Decision rules
Three rules to keep close
- Automate only after the process is understood.
- AI autonomy rises only when control rises.
- No owner means no transformation.
Scale what you can prove.
Name an owner, choose one measure and set a review date. At the review, decide whether to expand the pilot, change it or stop.
“Scale only what produced inspected before/after value.”
Check your pilot’s readinessReadiness test from page 41 · Quoted rule from page 11
Make the decision explicit
- Who owns it?
- One accountable owner
- What metric improves?
- One primary KPI
- What happens by day 90?
- Scale, stop, or redesign decision
Why I publish AI Vanguard
I want this publication to help you make sound decisions about AI. Start with the shopping replay or compare the refund records. When we run a test, we show the inputs, the result and what we learned.
Ehab Al Dissi
How we report