Workflow automation

Turn repeat admin into a cleaner AI-assisted workflow.

Many businesses do not need a complex AI platform. They need one repeated workflow mapped properly: the trigger, the data, the decision points, and the human approval step.

PrismPilot helps find the workflow worth automating first, then scopes the safest way to test it with your current tools.

• Best for inbox triage, summaries, quoting, CRM updates, document handling, and reporting
• Works with tools such as Microsoft 365, Google Workspace, Xero, CRMs, forms, and spreadsheets
• Focus on time saved, error reduction, and fewer manual handoffs