AI Employee

Procedure

Business processes with built-in intelligence

A Procedure is a step-by-step business process that includes decision points, conditional branches, and escalation rules. Unlike rigid automations, procedures allow AI Employees to adapt based on context — following the right path for each situation.

Real-World Examples

Scenario	What Happens	Outcome
Quote Approval	If discount < 5%, auto-approve. If 5-15%, request manager review. If > 15%, escalate to VP.	Right approval level for every deal
Customer Complaint	Assess severity → Check history → Resolve or escalate → Follow up	Consistent handling with appropriate escalation
Vendor Payment	Verify invoice → Match PO → Check terms → Process or flag discrepancy	Accurate payments with built-in fraud prevention
New Hire Onboarding	Create accounts → Assign training → Schedule check-ins → Report completion	No onboarding steps missed

Quote Approval

If discount < 5%, auto-approve. If 5-15%, request manager review. If > 15%, escalate to VP.

Right approval level for every deal

Customer Complaint

Assess severity → Check history → Resolve or escalate → Follow up

Consistent handling with appropriate escalation

Vendor Payment

Verify invoice → Match PO → Check terms → Process or flag discrepancy

Accurate payments with built-in fraud prevention

New Hire Onboarding

Create accounts → Assign training → Schedule check-ins → Report completion

No onboarding steps missed

Related Concepts

Task

The atomic unit of AI work

Routine

Automated workflows that run like clockwork

Schedule

When AI work happens

Goal

Measurable outcomes that drive AI behavior

Experience

Self-learning expertise from real conversations

See how AI Employees use Procedures

Explore AI Employee Personas