Where the work
gets harder.
One team finishes its part, but the next team is missing context, a clear owner or the approval needed to proceed.
CROSS-FUNCTIONAL COMPANIESAcross departments.
Across departments.
Without losing the thread.
Explore the direction of connected work across sales, operations and finance, with responsibility made explicit.
Where the work
A more connected
way to work.
Circle AI is intended to connect departmental processes with the conversations, tasks and agent-assisted steps behind them.
Experience Circle AI ↗EXPLORE THE WORKFLOW
Define the trigger
Agree what event means the next team is ready to take over.
Carry the essentials
Identify the decision, records and business context the receiving team needs.
Keep an approval point
Decide what can be assisted and what needs a person to review.
Confirm ownership
Make the next owner and expected action clear.
Illustrative workflow. Final capabilities and supported integrations are to be confirmed.
MAKE IT RELEVANT TO YOUR COMPANYBring your
Bring your
working context.
Which two departments share the handoff?
What information is usually missing?
Which approval should stay with a person?
What ERP or other system is involved?
Discuss this workflow↗