RequestDynamics
AI capability 04 · orchestrate the work✓ ✓ ✓ HUM DOC OPS
Automate the routine.Keep every decision visible.
Temen connects people, Microsoft 365, Power Platform, business systems, approvals, and bounded AI into workflows that can explain what happened, stop safely, recover cleanly, and leave an accountable record.
Northwind proposal delivery
FLOW · V3.4 RUNNINGValidatePolicy v4.2
DraftBounded
ApproveAE + delivery
PublishSharePoint
HandoffTeams + Planner
TriggerAuthenticated event or scheduleRulesDeterministic policy and routingAIBounded extraction or draftingApprovalNamed human decision ownerRecordDurable state and evidenceOperateMonitor, recover, and improve
Workflow anatomy
Six contracts make the automation operable.
A connector diagram is not a design. Temen defines what starts the work, which record is authoritative, which rules are deterministic, where AI may assist, who owns the decision, and what evidence operations retain.
Trigger
Define the authenticated event, schedule, user action, or system state that is allowed to begin work.
Canonical record
Create one durable business identifier and normalized state that links every external and internal action.
Rules
Version the deterministic policy, required fields, thresholds, routing, ownership, and exception categories.
Bounded AI
Use AI only for approved extraction, classification, summarization, or drafting with a typed output contract.
Human authority
Pause for the person who owns pricing, scope, policy exceptions, finance release, or customer commitment.
Operational evidence
Retain events, approvals, versions, retries, outputs, errors, recovery, service measures, and owner actions.
Live workflow example
Watch the workflow run, pause, resume, and leave evidence.
Choose a standard proposal or a discount exception. The staged runner executes every step automatically, stops at the correct business decision, and resumes only after the visible approval.
PA
ReadyPower Automate · proposal deliveryStaged execution workspace
TRG
Request received
Dynamics 365Waiting for the prior stage…
ID
Duplicate attempt checked
DataverseWaiting for the prior stage…
RULE
Commercial rules evaluated
Power AutomateWaiting for the prior stage…
AI
Bounded narrative drafted
Azure AIWaiting for the prior stage…
HUM
Human review requested
Teams ApprovalsWaiting for the prior stage…
DOC
Approved documents published
SharePointWaiting for the prior stage…
OPS
Delivery handoff created
Planner + TeamsWaiting for the prior stage…
Where the pattern fits
Recurring work with rules, evidence, systems, and accountable decisions.
Temen uses the same design discipline across document, finance, sales, people, support, and governance workflows while adapting the systems, risk, approval, and operating model.
Proposal and SOW delivery
Move approved opportunity data into governed templates, draft bounded narrative, route commercial and delivery review, publish, and hand off.
Invoice exception handling
Extract invoice data, apply tax and finance rules, identify mismatches, request correction or approval, post the approved record, and retain evidence.
Sales order orchestration
Unify Shopify or accepted-quote events, payment, finance release, procurement routing, fulfillment, tracking, and customer updates.
Employee lifecycle
Coordinate approved hire data, identity, device, training, access, manager tasks, exceptions, reminders, and completion evidence.
Support request routing
Classify requests, enrich them with customer and service context, apply entitlement and priority rules, assign the queue, and manage SLA exceptions.
Recurring governance review
Collect aggregate evidence, compare policy and ownership requirements, create findings, route decisions, and preserve the review package.
Temen delivery path
Build the smallest complete workflow before scaling the platform.
Every phase creates inspectable artifacts and ends in a customer decision. We prove the source, action, control, evidence, exception, and recovery paths together.
01
DISCOVERObserve the real work
Walk the current process, artifacts, roles, delays, manual judgment, shadow steps, systems, volumes, exceptions, and failure recovery.
02
DESIGNDefine the operating contract
Agree the source of truth, states, rules, AI boundary, approvals, permissions, service measures, exception routes, and change ownership.
03
PROVEBuild one vertical slice
Connect the smallest useful end-to-end path with realistic test data, visible evidence, negative cases, and an operator recovery path.
04
PILOTRun with controlled users
Validate behavior, permissions, quality, approval experience, reliability, support, licensing, capacity, and operational ownership.
05
OPERATEMonitor and improve
Review successful and failed runs, latency, human touches, exceptions, costs, dependency changes, incidents, and approved enhancements.
Reliability and operations
A successful run is not proof of a reliable workflow.
Production automation has to survive retries, partial outages, expired connections, schema changes, slow approvals, ambiguous vendor responses, bad inputs, duplicate events, and rules that evolve after launch.
Design principle A timeout, rejection, or malformed record becomes visible work with an owner - not a silent partial success.
OPERATING CONTROL BOARDRun safety and recovery
DESIGN REVIEWAuthenticated triggers
Verify webhook signatures, caller identity, replay windows, schema, and tenant or customer scope before accepting work.
Idempotent writes
Use stable business and attempt identifiers so retries cannot create duplicate invoices, documents, orders, or notifications.
Bounded retry
Retry transient failures with backoff and limits; verify ambiguous outcomes before repeating a consequential action.
Exception queues
Separate policy exceptions, bad inputs, dependency failures, timeouts, and rejected approvals with an owner and review deadline.
Reconciliation
Compare the workflow state with authoritative external systems and surface missing, stale, or conflicting records.
Change and recovery
Version rules and templates, test changes, preserve rollback, provide safe replay, and record every operator action.
Representative workflow patterns
Automate coordination while preserving accountable judgment.
These examples are based on Temen’s documented sales-operations, delivery-automation, and Microsoft workflow patterns. They show designed outcomes and boundaries - not invented customer metrics.
Reduce repeated proposal preparation without inventing commercial authority.
Starting situation
Opportunity details, discovery notes, scope, pricing, templates, approvals, documents, and delivery handoff were repeated across tools while exceptions still required sales and delivery judgment.
Temen design
Temen separates authoritative fields from bounded narrative, maps template versions and approval policy, creates a durable run record, and routes the package through AE and delivery checkpoints.
Unify quote, invoice, payment, procurement, and fulfillment around one order.
Starting situation
Shopify purchases and accepted quotes could enter different systems while finance, distributors, accounting, tracking, and customer communication still needed one operational view.
Temen design
Temen’s documented pattern uses a canonical order, authenticated and idempotent events, finance gates, payment evidence, policy-based routing, durable vendor attempts, tracking, and an exception queue.
Coordinate a remote hire without hiding access and readiness decisions.
Starting situation
HR, the manager, IT, security, learning, equipment, and identity each owned part of the onboarding path, but completion and exceptions were hard to see together.
Temen design
Temen maps the approved hire record into sequenced identity, device, learning, communication, and manager tasks with dependencies, due dates, reminders, and completion evidence.
Customer handoff
The workflow is documented as a service, not left as a mystery flow.
Temen leaves behind the business definition, technical design, operating controls, test evidence, support path, and change backlog required to own the workflow after launch.
Current-state process & friction map
Roles, systems, artifacts, decisions, delays, repeated work, shadow steps, volume, exceptions, and recovery.
Workflow operating contract
Trigger, record, states, rules, AI boundary, approvals, permissions, exceptions, measures, owners, and prohibited actions.
Solution & integration design
Environments, connections, identity, schemas, APIs, data boundaries, templates, storage, deployment, and dependencies.
Test & acceptance package
Representative cases, negative tests, duplicate and retry tests, approval paths, failures, recovery, and customer acceptance evidence.
Operations runbook
Monitoring, alerts, failed-work queue, reconciliation, safe replay, incidents, credentials, versioning, rollback, and support ownership.
Release & improvement backlog
Approved production version, known limitations, usage and service baseline, deferred features, change gates, and next priorities.