Product / Automation

AI routines and automations. Built your way.

Let AI agents build automations from your instructions, or configure them yourself. Genius connects recurring analyses, business rules, and workflow steps to keep your operations moving.

Explore Genius Automation

Genius Automation agent

Describe what should run automatically

AI-builtManual
Describe a routine or automation…↑
  1. ScheduleEvery Monday · 08:00Trigger
  2. Gather sales metricsAnalytics · bookings vs targetStep
  3. Review performanceHead of Sales agentAI routine
  4. Account dropped > 10%?Yes → flag · No → skipCondition
  5. Prepare summary and tasksAI Reports · CRM follow-upsOutput
  6. Sales director approvesThen send to the sales leadersHuman review
6 steps · 1 approval · runs weeklyEdit stepsActivate

Genius brings AI routines and automations into one connected environment.

AI routines use agents to review performance, investigate changes, interpret business context, and prepare recommendations on a recurring basis.

Automations coordinate defined activities, connecting the steps needed to carry work forward—from gathering information to preparing outputs and initiating follow-up.

Describe your objective and let AI agents build the workflow, or create and configure it manually. Review, refine, and adapt each routine to your business requirements.

Key capabilities

From your instructions to connected execution.

01

AI-Built Automations

Tell an AI agent what you want to accomplish. It can build an automation around your instructions, organizing the workflow and its steps for your review and refinement.

You write

“When a key account opens a high-priority ticket, alert its account manager and prepare a customer brief.”

  1. Agent builds · for your review
  2. When: high-priority ticket from a key account
  3. CCO agent drafts a customer brief
  4. Alert the account manager
  5. Create a follow-up task due in 24h
02

Manual Workflow Creation

Create automations yourself by defining their steps, conditions, schedules, and expected outputs. Adjust the details directly as your requirements evolve.

Step 3 · ConditionEditing

If
Gross margin < 35%
For
2 consecutive weeks
Then
Notify the CFO
Output
Margin variance report
03

Recurring AI Routines

Put specialist agents to work on scheduled analyses, operational briefings, customer reviews, performance monitoring, and executive summaries.
  • Operational briefingDaily · 07:00COO
  • Customer reviewEvery two weeksCCO
  • Performance monitoringContinuousCFO
  • Executive summaryMonthlyCSO
04

Schedules and Business Conditions

Define when work should begin. Run routines at specific intervals or initiate workflows when configured business conditions are met.

On a schedule

Mondays and Thursdays · 08:00

When a condition is met

On time in full below 92% for 2 days

05

Connected Activities

Combine data preparation, metric reviews, AI analysis, report preparation, and follow-up activities into coordinated workflows.
  1. Prepare data
  2. Review metrics
  3. AI analysis
  4. Prepare report
  5. Follow up
06

Governed Execution

Apply your company’s permissions, responsibilities, and approval requirements. Define which steps can run automatically and which require human review.

Price review workflow

Runs with the requester’s permissions

  1. 01Refresh sales and margin datasetsAutomatic
  2. 02CFO agent reviews variances against budgetAutomatic
  3. 03Propose price adjustments for 12 SKUsApproval · Commercial director
  4. 04Publish the updated price listApproval · CFO
  5. 05Notify regional sales teamsAutomatic

How it works

Describe it or build it. Then put it to work.

  1. 01

    STEP 01

    Define your objective.

    Identify the recurring analysis, task, or business process you want to organize.
  2. 02

    STEP 02

    Choose your creation approach.

    Ask an AI agent to build the automation, configure it manually, or combine both approaches.
  3. 03

    STEP 03

    Review the workflow.

    Refine its steps, connected information, conditions, permissions, and expected outputs.
  4. 04

    STEP 04

    Activate and improve.

    Run the workflow, review its results, and adapt it as your business evolves.

Business benefits

Make recurring work easier to create and manage.

  • 01

    Flexible creation

    Build through AI instructions, manual configuration, or a combination of both.

  • 02

    Less repetitive work

    Automate recurring preparation and coordination activities.

  • 03

    Consistent business reviews

    Keep important metrics, developments, and priorities in focus through AI routines.

  • 04

    Connected follow-through

    Bring analysis, recommendations, and subsequent workflow steps together.

Fully Managed

We run the platform for you. Your team just uses the intelligence.

Implementation, integration, configuration and ongoing management, all handled by Genius Lab.

Discover Fully Managed

Connected to Genius

Bring your platform capabilities into motion.

Automation connects the prepared data from Data Manager, the metrics from Analytics, and the business context from Genius Cortex.

AI Agents contribute analysis and recommendations, while AI Reports help communicate the outcomes.

Bring these capabilities together in routines and automations built around your company’s needs.

Genius Platform

Connectors

Integrate

Data Manager

Prepare

Genius Cortex

Understand

What would you like your business to run automatically?

Work with Genius Lab to develop AI routines and automations around your processes, data, and objectives.

Talk to Our Team