Automate Credit Limit Adjustments with AI Workflow Orchestration

About This Video

This video showcases how AI workflow orchestration can completely automate the manual, time-consuming process of adjusting customer credit limits. See how Elementum.ai helped a customer solve the problem of blocked orders due to low credit limits by building an intelligent, human-in-the-loop workflow. What you will see in this demo: ⚡️ End-to-End Automation: The workflow automatically executes when an order is blocked or a request is initiated via Slack or a voice call. 🧠 Intelligent Data Gathering: The system pulls internal spend profiles, payment history, credit scores, and uses an AI agent for external web research (market sentiment, news). 📊 AI Credit Analyst: An AI agent utilizes all the gathered data to populate a credit criteria scorecard and summarize a decision for the approval committee. 👨‍💻 Human-in-the-Loop Approval: The workflow ensures that final approval requests are sent to the necessary humans, and once approved, the process updates the ERP system downstream. 🗣️ Voice & Slack Integration: See how credit limit requests can be initiated directly through Slack or a natural voice conversation, bypassing the need to log into a separate SaaS system. ✅ Full Audit Trail: Every step, decision, and approval is tracked and logged for complete transparency. Stop letting manual processes block sales. See how Elementum.ai turns blocked orders into automated revenue approvals. Visit Elementum.ai for more on AI Workflow Orchestration: https://www.elementum.ai