KelenAI · Kevin Li · Workflow design
How to Automate Invoice Processing: From Receipt to Approved Bill
Build an invoice workflow from capture to an approved accounting record. A worked three-way match shows why receipt and prior-invoice history matter.
Workflow design
Field guides for redesigning sales, finance, document, customer, and operating workflows around clear states, evidence, ownership, exceptions, and measurable results. Page 3 contains additional field guides in this series.
- · Kevin Li · Workflow design
Business Process Optimization: A Practical 8-Step Guide
Optimize one business process by defining the outcome, constraints, variants, future-state controls, pilot, and measures before adding automation or AI.
- · Kevin Li · Workflow design
Sales Workflow Automation: What to Automate First
Design sales workflow automation around clean CRM state, ownership, routing, follow-up, approvals, handoffs, exceptions, and measurable outcomes.
- · Kevin Li · Workflow design
What Is Agentic Process Automation?
Learn what agentic process automation is, how it differs from RPA, where agents fit, and how to design authority, controls, and human review.
- · Kevin Li · Workflow design
Cash Application Automation: Matching Rules and Worked Examples
See which payments can auto-apply, why matching amounts can mislead, and how short payments differ from unapplied cash—with worked examples.
- · Kevin Li · Workflow design
How to Improve Operational Efficiency: A Workflow Audit
Improve operational efficiency by tracing one workflow, measuring wait, rework, handoffs, and exceptions, then fixing the highest-evidence bottleneck.