Production AI Institute · Independent certification for production AI practice
Verify a credential|Contact
Free · Open in Studio instantly

Production workflow templates

Map your manual process using a current-state template, then generate an AI-automated future state in one click. Every template follows the Production Safety Framework.

Open Studio — free →View the PSF framework
13
templates
7
industries
100%
PSF-compliant
Free
forever

How templates work

Two template types for every workflow — the manual process you have today, and the AI-automated version you can build.

Step 1 — Current State

Map your manual process

Start with a current-state template that reflects how your team actually works today — email chains, spreadsheets, manual approvals. The Studio prompts you to capture time-per-step and pain points.

✓ Identify bottlenecks and manual hours
✓ Quantify the cost of the status quo
✓ Create the baseline for ROI calculation
Step 2 — Future State

Generate the AI-automated version

Hit ⚡ Automate This. The Studio generates a PSF-compliant future-state workflow with output contracts, human oversight gates, retry policies, and escalation paths already specified.

✓ AI skill nodes with structured output contracts
✓ Human approval gates on high-risk steps
✓ Export as deployment-ready spec package
Current State Templates

Manual process maps

Start here. These templates capture how the process works today — before automation. Use them to identify the manual hours and build your ROI case.

TRIGGERinvoice_emailemail in · OutlookARTIFACTinvoice.pdfotherSKILLpdf_extractionL1 · HUMAN APPROVESHIGH risk · retry×3HUMANfinance_review4h SLA · escalatesARTIFACTextracted.jsonjsonSKILLpo_matchingL2 · HUMAN MONITORSARTIFACTapproved_paymentjsonproductionai.institute/studio
📄
Invoice Approval
Finance
~2 hrs/invoice

AP process from email receipt through manager approval to ERP payment entry.

✕ Manual Excel data entry
✕ Email approval chains with no audit trail
✕ Re-keying into ERP
Open in Studio →
👥
Employee Onboarding
HR
~6 hrs/hire

From offer acceptance to day one — IT setup, HR forms, access provisioning.

✕ IT accounts created by hand
✕ Paper forms and scanning
✕ No visibility on status
Open in Studio →
📋
Project Intake
PMO
~3 hrs/request

PMO request intake from email to steering committee approval and PM assignment.

✕ Excel register updated manually
✕ Briefs written from scratch in Word
✕ Committee decisions undocumented
Open in Studio →
TRIGGERdoc_uploadfile in · SharePointSKILLclause_extractorL2 · MONITORSSKILLrisk_scorerL1 · APPROVESHUMANlegal_review24h SLA · mandatoryARTIFACTrisk_report.jsonjsonINTEGRATIONdocusign_signsig req · DocuSignproductionai.institute/studio
📝
Contract Review & Signing
Legal
~4 hrs/contract

Supplier contract from receipt through redlining, negotiation, signing, and filing.

✕ Multiple email rounds
✕ No version control
✕ Manual filing and expiry tracking
Open in Studio →
TRIGGERticket_intakewebhook · ZendeskSKILLintent_classifierL2 · MONITORSCONDITIONpriority_routerP1 / P2 / P3HUMANescalation_gate1h SLA · P1 onlySKILLauto_resolveL3 · OVERRIDEINTEGRATIONslack_notifymsg out · Slackproductionai.institute/studio
🖥️
IT Support Escalation
IT
~45 min/ticket avg

Helpdesk ticket from inbox to L2 escalation, resolution, and weekly reporting.

✕ Tickets arrive by email with no routing
✕ Weekly reports built in Excel manually
✕ No SLA tracking
Open in Studio →
💼
Sales Quote Approval
Sales
~2.5 hrs/quote

Quote build in Excel through discount approval to customer acceptance and CRM update.

✕ Excel pricing copied by hand
✕ Discount approvals by email reply
✕ CRM updated manually
Open in Studio →
📧
Email Triage & Routing
Operations
~3 hrs/day avg

Shared inbox process: manual reading, sorting, and reply writing with no SLA or templates.

✕ Replies inconsistent in tone and speed
✕ No SLA tracking
✕ Escalations happen by accident
Open in Studio →
Future State Templates

AI-automated workflows

Pre-built PSF-compliant automation blueprints. Every skill node has output contracts, every high-risk step has a human gate. Open in Studio and export as a deployment spec.

TRIGGERinvoice_emailemail in · OutlookARTIFACTinvoice.pdfotherSKILLpdf_extractionL1 · HUMAN APPROVESHIGH risk · retry×3HUMANfinance_review4h SLA · escalatesARTIFACTextracted.jsonjsonSKILLpo_matchingL2 · HUMAN MONITORSARTIFACTapproved_paymentjsonproductionai.institute/studio
⚡
Invoice Processing
Finance
PSF COMPLIANT

AI-automated AP pipeline: PDF extraction with output contracts, PO matching, Level 1 finance approval gate, ERP posting.

✓ Structured output contracts on every AI step
✓ Human approval gate on exceptions only
✓ Full audit trail to ERP
Open in Studio →
⚡
Employee Onboarding
HR
PSF COMPLIANT

End-to-end onboarding: data extraction, M365 provisioning with blast radius, access matrix, personalised welcome pack.

✓ Blast radius governance on access provisioning
✓ Human gate on security-sensitive steps
✓ Zero re-keying across systems
Open in Studio →
TRIGGERdoc_uploadfile in · SharePointSKILLclause_extractorL2 · MONITORSSKILLrisk_scorerL1 · APPROVESHUMANlegal_review24h SLA · mandatoryARTIFACTrisk_report.jsonjsonINTEGRATIONdocusign_signsig req · DocuSignproductionai.institute/studio
⚡
Contract Review
Legal
PSF COMPLIANT

Legal-grade pipeline: NLP extraction, risk flagging against playbook, human legal review gate, AI redlining with tracked changes.

✓ Clause extraction with confidence scores
✓ Mandatory human gate before signing
✓ Version-controlled redlining
Open in Studio →
TRIGGERticket_intakewebhook · ZendeskSKILLintent_classifierL2 · MONITORSCONDITIONpriority_routerP1 / P2 / P3HUMANescalation_gate1h SLA · P1 onlySKILLauto_resolveL3 · OVERRIDEINTEGRATIONslack_notifymsg out · Slackproductionai.institute/studio
⚡
IT Support Escalation
IT
PSF COMPLIANT

Intelligent support: NLP classification, auto-resolution from runbooks, L2 escalation gate, KB article generation.

✓ Auto-resolve routine tickets in seconds
✓ Escalation gate with full context handoff
✓ KB articles generated on every resolution
Open in Studio →
⚡
Sales Quote
Sales
PSF COMPLIANT

Contract-driven quoting: live CRM pricing, margin validation, discount approval gate, branded PDF generation.

✓ CRM sync eliminates re-keying
✓ Margin floor enforcement on every quote
✓ Approval gate only on high-discount requests
Open in Studio →
⚡
Email Triage & Response
Operations
PSF COMPLIANT

AI-powered inbox: intent classification, drafted replies, CRM ticket logging, auto-send for routine emails, daily digest.

✓ <30 second response on routine queries
✓ Human review gate on sensitive topics
✓ CRM ticket created automatically
Open in Studio →

Ready to automate your first workflow?

Open any template in the Studio, capture the current state, and generate a PSF-compliant AI workflow in minutes. Free, no account required.

Open Studio free →Get CPAP certified