HR onboarding agents, finance approval automation, and IT helpdesk resolution — so your internal teams spend time on strategic work, not repetitive process execution.
INTERNAL REQUESTS
ATLAS REASONING ENGINE
ACTIONS TAKEN
Systems provisioned · ERP updated · Slack notified
Internal Operations Use Cases
Each agent targets the highest-volume, most repetitive internal workflows — start with one, expand across HR, Finance, and IT as you scale.
Finance, HR and IT teams spend much of their time on predictable, rule-based requests. The three agents here take on that work inside your Salesforce org, using the Atlas Reasoning Engine, Flow, Prompt Builder and the Einstein Trust Layer.
The Finance Approval Agent accepts invoices and expense claims from the employee portal, an invoice email address or an API, extracts the key fields, validates them against policy, routes them through the right approval chain, chases approvers who miss their SLA and logs approved transactions to your ERP. The HR Onboarding Agent starts when a new employee record arrives from your HRIS, picks the onboarding track by department and location, and handles checklists, policy questions, access provisioning triggers and manager nudges. The IT Helpdesk Agent takes tickets from Slack, email or the self-service portal, classifies them, and resolves predictable L1 requests such as password resets, software access, VPN setup and account unlocks.
Each agent is a standalone deployment, typically a 3-week fixed-price sprint.
| Agent | Team | How requests arrive | What it does | Main components |
|---|---|---|---|---|
| Finance Approval | Finance | Employee portal, invoices emailed to a set address, purchase order uploads, procurement system API | Validates against policy, routes approvals, escalates exceptions, chases approvers, logs to your ERP | Atlas Reasoning Engine, Flow, Approval Process, Prompt Builder, Slack, ERP integration |
| HR Onboarding | HR | A new employee record created from your HRIS, such as Workday or BambooHR | Sets the onboarding track, runs checklists, answers policy questions, triggers access provisioning, nudges managers | Atlas Reasoning Engine, Flow, Prompt Builder, Slack, Data Cloud, identity provisioning |
| IT Helpdesk | IT | Slack command, email, self-service portal | Classifies tickets and resolves predictable L1 requests, escalating the rest | Atlas Reasoning Engine, Salesforce Case, Knowledge, Flow, Slack, identity systems |
Start with the team whose requests are most repetitive and rule-based. Finance approval chains, new hire checklists and L1 IT tickets are all good first candidates.
The finance agent routes each request through the right approval chain, escalates exceptions and chases approvers who miss their SLA. Exceptions are escalated rather than approved automatically.
It starts from an employee record in Salesforce that is populated from your HRIS, such as Workday or BambooHR, through an integration.
It escalates them to your IT engineers, so they focus on infrastructure and complex problems.
Each agent is delivered as a fixed-price sprint, scoped on a discovery call.