AI Agents and Assistants
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Workflow Automation
AI Multi-Step Workflow Automation
A whole business process runs end to end across your systems, with AI decisions inside the approval rules you set.
Some processes cross several systems and need judgment at each stage: checking a request, deciding what happens next, getting sign-off. This build runs that whole process end to end, with AI making the routine decisions inside approval rules you set. Anything outside those rules waits for a person. Every step is logged, and the accounts stay in your name.
- A whole process runs end to end across your systems
- AI handles routine decisions inside approval rules you set
- Exceptions wait for human sign-off, and every step is logged
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Multi-Step Workflow Automation is a build that runs an entire business process across up to two systems with read and write access, making AI-assisted decisions inside your approval rules rather than just moving data. Decisions outside your rules are sent to a person for approval.
Why businesses buy it
Processes that hop between a CRM, a helpdesk and email usually rely on someone remembering the next step. Requests stall when that person is busy, and decisions vary from day to day. Running the process as one automation keeps it moving and applies the same rules every time, while approvals stay with your people. The written scope fixes the systems, workflows and test scenarios before you order, so a complex project still has clear edges.
Problems this solves
Staff retype the same details from one system into another
The build connects up to two systems with read and write access. Records move through each step of the agreed process without anyone copying them across. Your team checks results instead of keying them in.
Simple rules-based automation stalls whenever a step needs judgment
Inside your approval rules, the workflow makes AI-assisted decisions, such as classifying or routing an item, rather than only moving data. The prompts and guardrails behind each decision are configured for your process.
Owners worry automation will make decisions nobody signed off
Anything outside the rules you set is sent to a person for approval. Up to six workflows run with your approval rules, and the guardrail configuration shows exactly where each limit sits.
A process breaks quietly and nobody notices until a customer complains
Before launch, the workflows are run against fifty documented test scenarios. The test report shows how each path behaves, and post-launch support covers the first month of live running.
A good fit if
Your process spans more than one system with real decisions in between, not just a single file or table getting updated.
You need up to six connected workflows, each with its own approval rules, working together rather than as separate automations.
Some steps need a person to approve before an action happens, such as a refund, a contract change or a large order.
You have already tried simpler automation and outgrown what a single Zap or spreadsheet update can handle.
Not the right fit if
Your process is really one file updating from one or two sources. See AI Spreadsheet Automation, which is scoped and priced for that.
The problem is routing alerts, not running a multi-step process. See AI Notification Orchestrator.
You want the workflow visible and editable inside Zapier or Make rather than run as a managed build. See AI Zapier & Make Workflow Build.
You need a customer-facing conversation, not a background process. See AI Website Chatbot.
How it works
- We map your end-to-end process into up to six workflows, each with the approval rules and playbook you provide during intake.
- Two systems are connected with read and write access, such as your CRM and a billing platform, so the automation can both check and update records.
- AI decisions run at the points that need judgment, such as qualifying a request, drafting a response or deciding which workflow branch applies.
- Actions that need a person, such as approving a refund over a set amount, are routed to the approver you named and paused until they respond.
- Every workflow is tested against 50 documented scenarios built from your real playbook before anything goes live.
- The finished automation runs continuously, logging every decision, approval and action for your review.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to the two systems involved, ideally with sandbox or test records available.
- Your rules and playbook, such as qualification criteria, approval limits or a refund policy.
- Ten real sample conversations or emails that show how the process runs today.
- The name of the approver for any action that needs a person to sign off.
- Your completed business information, or confirmation an existing one should be reused.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- One decision-maker who can approve the workflow rules before launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake reviewed and your workflows, approval rules and playbook confirmed.
Weeks 1–2
Both systems connected with read and write access, and the six workflows built.
Week 3
AI decision points and approval routing wired together and run on sample scenarios.
Weeks 3–4
50 documented test scenarios run, with a report of every decision and outcome.
Week 4
Your review and two rounds of changes to rules, routing or approval limits.
Go-live
Live and running continuously, recorded 60-minute handoff session held, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI multi-step workflow automation, configured and running in your own environment
- Workflow, prompt and guardrail configuration for up to six workflows with your approval rules
- Working connections to up to two agreed systems, with read and write access
- A test report covering fifty documented test scenarios
- An admin guide and the recording of the 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can free staff from repetitive copying and checking between two systems
- Helps each case follow the same steps, with people approving only the exceptions
- Makes it easier to see where work is waiting for a decision
- Manual handling time per case
- Time a sample of cases by hand before launch. Time the same case types again a month after launch and compare.
- Exceptions sent for approval
- Count items routed to a person each week from the workflow log. Watch the trend as your rules are refined.
- Process turnaround
- Use timestamps in your system records. Compare intake-to-completion time for four weeks before launch with four weeks after.
Before you start: Record how many cases the process handles each week, how long each takes and how many need rework. Note who approves exceptions today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build itself is a one-time payment, shown before you buy. Running it typically costs ~$50–250 a month for AI model usage and hosting, plus whatever plan you already pay for your CRM or helpdesk. A process handling a few hundred cases a month usually sits mid-range.
AI usage during build and testing is billed the same way, in your own accounts, so every provider relationship stays in your name.
Ask about running costsCustom requirements
Need more than two systems or more than six workflows? Add a note at checkout for a written Change Quote, without disturbing your original delivery date. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
Optional monthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and monthly change hours for changes such as a revised approval limit, a new branch in a workflow or updated knowledge documents. It starts after the included support period and can be cancelled any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A workflow platform charges monthly per user plus a build fee on top | A custom agency quotes after several discovery calls | Ours is one fixed price, shown before you buy |
| Scope | A platform gives you the tool, not the finished workflows | An agency scope is agreed as the project runs | Ours is written on the Scope Card: up to 6 workflows, built for you |
| Delivery | A platform is available immediately but building takes your own team's time | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Approvals | A platform can route approvals but you configure the logic yourself | An agency build depends on what was agreed | Ours pauses for your named approver automatically, built to your rules |
| Testing | A platform ships untested until you run it live | An agency build depends on what was agreed | Ours is proven on 50 documented scenarios before launch |
Questions about this product
What does the AI Multi-Step Workflow Automation price include?
One fixed price covers up to six workflows across two connected systems with read and write access, including AI decision points, approval routing, 50 documented test scenarios and a recorded 60-minute handoff. The price is shown up front, before any discovery call, and it does not grow as the work goes on.
What does it cost to run a multi-step workflow each month?
Typically $50 to $250 a month for AI model usage and hosting, on top of whatever plan you already pay for your CRM or helpdesk. A process handling a few hundred cases monthly usually sits in the middle of that range, billed directly in your own accounts.
How long until the full workflow automation is live?
The delivery times for standard, Express and Rush are shown in the price panel before you order. The timeline starts from a complete intake, so it depends on receiving system access, your playbook and sample cases within 72 hours of ordering. Later information pushes delivery back.
What system access does this workflow automation need?
Admin or API access, with read and write permissions, to the two systems the process runs across, ideally including sandbox or test records for safer testing. Access is shared by adding our team as a user or creating a key you control, never by email, and used only for the agreed workflows.
Can approval rules be changed after the workflows launch?
Yes. Two rounds of changes are included before launch, and later adjustments, such as a revised approval limit, fit inside the monthly change hours included with maintenance. A new workflow beyond the original six is quoted as an add-on. Those hours also cover a new branch in a workflow or updated knowledge documents.
What happens when an action needs a human approval?
The workflow pauses at that step and routes the request to the approver you named during intake, with the context needed to decide. Nothing happens automatically past that point until they respond, and the pause and the eventual decision are both recorded in the run log.
How is the workflow automation tested before it goes live?
Against 50 documented scenarios built from your real playbook and sample conversations, covering the normal path and the edge cases your team already knows about. You receive the results before launch, and two rounds of changes are included if any scenario needs adjusting.
Guides on this topic
All guides Let one process run itself, decisions and approvals included.
Order AI Multi-Step Workflow Automation and one process starts running end to end across your systems, with decisions and approvals built to the scope above.
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