30-day pilot
Start with a focused 30-day
Workflow Pilot
In 30 days, we help one business function turn a high-friction process into a working AI workflow — giving your team a practical proof point, a clear value case, and a roadmap for scaling safely.
Find your highest-value workflow
Design and launch the pilot
Create the rollout plan
Why start with
a pilot?
AI value areas identified
Priority workflow opportunities selected
One workflow designed and prototyped
A practical value case for investment
90-day roadmap for delivery and scale
We work across your existing enterprise stack
Matilda Labs works with the systems, data, tools, and processes your teams already use.
We work across your existing enterprise stack
Matilda Labs works with the systems, data, tools, and processes your teams already use.
Workflow examples
Enterprise workflows
we help improve
We help enterprises improve high-friction workflows across sales, customer support, operations, product, HR, finance, and service delivery.
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“Lead qualified — buyer need understood, opportunity scored, outreach drafted, and next step ready for review.”
Workflow steps
New inbound lead captured
Salesforce Connector: Enrich account
Score fit, urgency, and buying intent
Draft tailored outreach and next step
Human review and CRM handoff
Sales
Lead qualification and follow-up
Assess new leads, enrich customer context, draft tailored outreach, and route the opportunity into the right sales workflow.
Target outcomes
- 5-minute lead response time
- Next-day follow-up created
- 2x qualification consistency
- Sales-ready CRM handoff
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“Priority case triaged — customer impact identified, likely cause found, response drafted, and escalation routed ”
Workflow steps
New support case received
ServiceNow Connector: Retrieve case
Classify issue, priority, and customer impact
Draft response or resolution path
Create escalation task for the right team
Customer Support
Support case triage and resolution
Help support teams process high-volume cases by combining case history, customer context, knowledge base content, and escalation rules.
Target outcomes
- 15-minute priority triage
- AI-drafted resolution ready
- Same-day expert escalation
- 2x more cases resolved in queue
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“Weekly operations pack ready — 6 blockers found, 3 risks escalated, action owners assigned, and leadership summary prepared.”
Workflow steps
Weekly reporting cycle starts
Snowflake Connector: Retrieve metrics
Review updates, blockers, risks, missing data
Draft weekly operations summary and actions
Assign actions to owners and track follow-up
Operations
Operational reporting and action tracking
Turn recurring updates into a structured workflow that shows what changed, what needs attention, and who needs to act.
Target outcomes
- 2-hour reporting cycle
- Same-day blocker escalation
- 100% action owners assigned
- 9am leadership summary
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“Customer feedback analysed — top themes identified, related tickets linked, and roadmap recommendations drafted.”
Workflow steps
New feedback or tickets received
Jira Connector: Retrieve issues and feedback
Group feedback by theme, severity
Draft insights and recommendations
Create backlog review task
Product
Feedback to roadmap intelligence
Turn scattered customer feedback into structured themes, linked issues, and roadmap-ready recommendations.
Target outcomes
- Top 5 themes identified
- 10+ related tickets linked
- Same-day backlog review task
- Roadmap recommendations drafted
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“Day 1 readiness checked — missing items found, access request created, manager notified, and onboarding status updated.”
Workflow steps
New starter record created
SuccessFactors Connector: Retrieve employee
Check required fields, training, and access
Create tasks for missing items
Notify owners and track readiness
HR
Employee onboarding readiness
Reduce onboarding delays by checking required steps, systems, approvals, and handoffs before a new starter’s first day.
Target outcomes
- Day 1 readiness checked
- Same-day missing item assignment
- Pre-start access request created
- Automated manager status update
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“Invoice exception reviewed — PO matched, variance explained, owner identified, and supplier reply drafted.”
Workflow steps
Invoice exception detected
ERP Connector: Retrieve invoice and PO
Identify variance or missing data
Draft exception summary and supplier reply
Route to approver or finance owner
Finance
Invoice exception
handlingHelp finance teams reduce manual checking by matching invoices, purchase orders, approvals, and supplier context inside a structured workflow.
Target outcomes
- Same-day exception review
- PO and invoice matched automatically
- Supplier reply drafted
- Approver routed with context
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“Access request validated — policy checked, approval path confirmed, fulfilment task created, and requester notified.”
Workflow steps
New access or service request submitted
ServiceNow Connector: Retrieve request
Validate required fields and policy path
Route for approval or fulfilment
Track completion and notify requester
IT / Service Delivery
Service request triage and fulfilment
Help IT and service teams reduce manual routing by validating requests, checking policy, and moving work to the right owner faster.
Target outcomes
- Same-day request triage
- Approval path confirmed
- Fulfilment task created
- Requester notified automatically
Why Matilda labs
Built by the team behind Matilda Workspace, the award-winning enterprise AI platform, we design and automate complex enterprise workflows with practical AI.
Outcomes we help teams create
Reduce
manual work
Automate repetitive research, triage, drafting, routing, and admin tasks across existing systems.
Improve speed and respond faster
Help teams respond faster to leads, requests, customers, issues, employee queries, and operational risks.
Increase consistency and control
Apply the right process, approval steps, governance rules, and human review points across high-volume workflows.
Scale what
works
Turn successful workflows into repeatable models for broader AI adoption across teams and departments.
See how we deliver enterprise AI workflows
Whats inside
Our structured delivery process
Engagement models and timelines
Typical workflow and transformation outputs
Key deliverables across each phase
How we support enterprise AI delivery
Engagement models
Choose the right starting point: prove one workflow, scale across a department, or build enterprise-wide AI workflow capability.
Pilot
30 days
For teams that want to prove value quickly with one high-priority workflow.
Includes:
- One business function
- Three workflows assessed
- One workflow prototyped
- Systems and data identified
- Controls and adoption models
- 90-day roadmap created
Department
8–12 weeks
For teams ready to improve a function or department with several connected AI workflows.
Includes:
- One department
- Multiple workflows assessed
- Priority workflows selected
- Systems and data mapped
- Functional operating model
- Department roadmap created
Enterprise
3–6 months
For organisations building AI workflow capability across multiple functions, systems, and governance layers.
Includes:
- Multiple business functions
- AI opportunity portfolio
- Priority workflows selected
- Enterprise systems mapped
- Governance and delivery models
- Enterprise roadmap created
Request an AI workflow strategy session
Tell us about your workflow, transformation priorities, or AI initiative. We work with enterprise teams leading complex workflows and AI-enabled transformation.
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In 30 minutes, we’ll cover
Your workflow or business goal
Where AI can create operational value
Workflow change, AI workflow, or agent fit
Risk, impact, priority, and suitability
Recommended next steps