Rule-based automation
Fits when input, rule and output are unambiguous. It works reproducibly and does not need context-dependent AI judgement.
Example: check complete form data and route it to the right team.STEREO / AI platform for Swiss SMEs
Automate recurring business processes with AI.
STEREO connects inputs, fixed rules, AI agents, company knowledge, tools and approvals in a visible workflow. Exceptions stop and go to the right person.
What workflow automation means
Recurring work gets a visible process.
Workflow automation, also known as process automation, connects a trigger to defined steps and outcomes. In AI automation, AI handles individual context-dependent steps; an AI workflow keeps them in a reliable structure with conditions, permissions and approvals.
One process, step by step
From a new invoice to a prepared handover.
An invoice arrives. STEREO reviews the document and its details, flags missing information and prepares the case for accounting.
01 Input
A new invoice and its attachments trigger the relevant process.
02 Review
STEREO reads the document and checks the supplier, amount, date and reference.
03 Company context
Company rules and existing documents provide the right context for the review.
04 Tools
Connected email, file and business systems supply the information the process needs.
05 Approval
Missing or unclear information remains visible for the responsible person.
06 Result
The document, checked details and open points are prepared for handover.
07 Activity log
You can see what happened, what was decided and what result was created.
You decide which connections a process may use and where approval is required.
Rule-based automation, AI workflow or AI agent?
The task determines the right mechanism.
STEREO combines fixed process logic and agentic AI only where the task needs both.
AI workflow
Connects fixed triggers, conditions and approvals with individual AI steps for unstructured content.
Example: classify documents, identify missing details and prepare a draft.AI agent
Works towards a goal using bounded knowledge, skills and tools. It can work interactively or as a step in a workflow.
Example: review a complete case and plan the next work steps.Operational outcomes
Fewer manual steps. Clear exceptions. Visible results.
- 01Customer enquiries are reviewed to the same company standard.
- 02Files, knowledge and tool steps stay connected to the request.
- 03Exceptions stop visibly instead of disappearing in the background.
- 04Approvals and results remain easy to find after execution.
Safe through every step
You decide what runs automatically.
STEREO works within the roles, connections and approvals your team defines. Missing details, permissions or decisions cause a visible stop instead of an uncontrolled action.
- Approvals before important actions
- clear stops when details or permissions are missing
- traceable changes to workflows and AI agents
- an activity log with steps, results and usage
Suitable processes
Start with recurring work that has clear boundaries.
Good candidates are knowledge-, document- and communication-heavy processes with a recognisable input, a desired result and a responsible person for exceptions.
- 01review incoming invoices and supporting documents
- 02prepare customer enquiries with a quote and reply
- 03create project updates from distributed documents
- 04classify documents and prepare them for further work
- 05handle recurring administrative inputs
Start with recurring, clearly bounded work. Legally binding or irreversible decisions remain with the responsible person.
Connected to your tools
The process works where your team works.
STEREO connects Outlook Mail and Calendar, Google Drive, Gmail and Google Calendar, Notion and Bexio. Your team activates the accounts it needs and defines the actions they may take.
- Outlook Mail and Calendar
- Google Drive
- Gmail
- Google Calendar
- Notion
- Bexio
The logos indicate technical connections and do not imply a partnership with the respective providers.
Questions about workflow automation
What to clarify before your first workflow.
01Which processes are suitable for workflow automation?+
Good candidates recur, have a recognisable input and produce a reviewable result. You should be able to name the rules, data sources, permitted actions and the person responsible for exceptions.
02What happens when there is an exception?+
Missing details, permissions or connections remain visible. The process waits for the responsible person or ends in a controlled way instead of continuing unnoticed.
03Can a workflow carry out actions independently?+
Yes, within the roles, connections and boundaries your team defines. Important or inherently human decisions wait for approval.
04How are duplicate executions prevented?+
STEREO recognises repeated inputs and pauses unclear cases. Your team can review them before the same action is carried out again.
05Which integrations can I use in workflows?+
Today you can connect Outlook Mail and Calendar, Google Drive, Gmail and Google Calendar, Notion and Bexio. Available actions depend on the activated connection and its permissions.
06How do we keep usage and costs under control?+
Each execution assigns usage and costs to the work completed. Repetitions and AI steps remain visible; hard spending limits can stop further work.
07How is this different from Zapier, Make or n8n?+
These products are established tools for integration and process automation. STEREO brings AI agents, company knowledge, workflows, integrations and controlled execution together in one AI platform. The right solution depends on the task, integrations and level of control you need.
08Where is workflow data processed?+
Platform storage, external model inference and connected destination systems are shown as separate data paths.
Your first assignment
What work would you like to hand over?
Join the waitlist. We will let you know as soon as your company can get started.
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