# Workflow Automation ## Workflows Build custom automation workflows with a visual drag-and-drop builder. Connect triggers, conditions, and actions across all your finance tools — from collection escalations to approval routing to cross-system notifications. No code required. [Speak With a Human](/content/request-demo/index.html) [Try Interactive Demo→](/content/demo?id=lqb0vs0/index.html) 4.7/5 on G2 (237 reviews) 70% Automation Rate 3x Throughput 24/7 AI Coverage Trusted by finance teams at [Case study](/content/customers/veeva/index.html) [Case study](/content/customers/gitlab/index.html) [Case study](/content/customers/couchbase/index.html) [Case study](/content/customers/discovery-education/index.html) [Case study](/content/customers/securityscorecard/index.html) [Case study](/content/customers/wp-engine/index.html) [Case study](/content/customers/smartsheet/index.html) [Case study](/content/customers/seismic/index.html) [Case study](/content/customers/singular/index.html) ## Product Demo ### See Workflows in action dashboard.tesorio.com/workflows ### Workflow Builder- PTP to ERP Sync Active Edit ⚡Promise to Pay Detected trigger Tesorio Tesorio AI extracts PTP from customer email ?Invoice Amount > $25K condition Filter Route high-value promises for review →Update Customer Record action NetSuite Set expected payment date in NetSuite →Log Note on Account action Salesforce Add PTP details to Salesforce activity ✓Notify Account Owner action Slack Send Slack message to assigned rep 7 Workflows Active 142 Executions Today 5 Systems Connected 99% Success Rate 5 steps - 3 systems connected ## Features ### How Workflows works 1. **Visual Workflow Builder** Create complex automation workflows with drag-and-drop simplicity. Connect triggers from any integrated system, add conditional logic, and define actions — all without writing a single line of code. Workflow Builder ⚡ Trigger PTP detected ? Condition Amount > $50K → Action Update NetSuite ✓ Action Notify in Slack 2. **Cross-System Orchestration** Trigger workflows from Tesorio AI events - promise-to-pay detection, escalation alerts, email classification - or from any connected system. When the AI detects a payment promise, automatically update your ERP and notify the account owner in Slack. Tesorio PTP detected NetSuite Record updated Slack Team notified 3. **Conditional Logic & Branching** Build workflows with if/then branching, time delays, approval gates, and parallel execution paths. Route different invoice amounts through different approval chains, or escalate based on customer risk score. Conditional Logic ✓ If Amount > $50K → VP Approval ✗ If Amount > $10K → Manager Review ✓ If Risk = High → Priority Queue ✓ Else → Auto-Approve 4. **Pre-Built Templates** Start with ready-made templates for common operations - invoice auto-assignment, customer tagging automation, PO validation rules, and post-action note logging. Customize any template to match your specific processes. Invoice Auto-Assignment Popular Route by amount & region Used by 89% Use Template Customer Tagging Popular Auto-tag on status change Used by 76% Use Template PO Validation Flag missing PO numbers Used by 64% Use Template Note Logging Log after campaign emails Used by 52% Use Template ## Use Cases ### Built for real scenarios **Revenue Operations** Automating deal-to-invoice handoff between Salesforce and NetSuite Zero manual handoffs, invoices created in minutes **AR Manager** Building escalation paths for overdue invoices Automatic escalation chains based on amount and aging **Finance Director** Standardizing approval workflows across global teams 15+ manual processes automated in the first month ## What changes in your workflow ### Before - Manual handoffs between systems and teams - Approval requests via email with no tracking - Inconsistent processes across regions - No visibility into bottlenecks or delays ### After Tesorio - Automated cross-system orchestration - Structured approval chains with audit trail - Standardized global processes with local flexibility - Real-time workflow analytics and bottleneck detection ## Integrations ### Works with the tools you already use Workflows connects natively with your existing tech stack. [Nylas](/content/integrations/nylas/index.html) ## By the Numbers ### Built for production, proven at scale 80% Automation Rate 7+ Workflow Templates 11 Connected Systems 33 days Avg DSO Reduction ## What Customers Say > “Tesorio's ability to give us real-time visibility into our cash position completely changed how we manage the business. We went from reacting to cash surprises to proactively managing our working capital.” Greg Henry CFO, Couchbase ## Better Together ### Works best with [AI Collections **Collections Agent** \ Turns overdue invoices into cash — without adding headcount. AI drafts personalized follow-ups, extracts payment promises, and manages your dunning pipeline autonomously. \ Learn more](/content/product/collections/index.html) [ML Forecasting **AR Forecasting** \ High-accuracy forecasts your finance team can trust. Invoice-level predictions, not spreadsheet averages. \ Learn more](/content/product/forecasting/index.html) [AI Agent Studio **AI Agent Studio** \ Deploy specialized AI agents that classify emails, generate responses, extract payment promises, detect escalations, and manage supplier portals — all learning from your data. \ Learn more](/content/product/ai-agents/index.html) ## Resources ### Learn from the best [All Resources](/content/blog/index.html) Tesorio AR Automation from Tesorio on Vimeo Playing in picture-in-picture ## FAQ ### Workflows Common questions about Tesorio's Workflows. ### Do I need technical skills to build workflows? ### Can workflows trigger actions in our ERP? ### How do approval workflows work? ### Can we track workflow performance? ## Ready to transform your workflows? $100B+ invoices collected | 90%+ auto-match rate | 33-day avg DSO reduction See how Tesorio's Workflows delivers results your team can measure in weeks. [Speak With a Human](/content/request-demo/index.html) [See All Products→](/content/product/index.html) ### Trusted by the best finance teams in tech