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On this page
  • Why Tasks are Perfect for Workflows
  • Common Workflow Patterns
  • Multi-Stage Document Intelligence
  • Multi-Channel Content Generation
  • Intelligent KYC Processing
  • Sales Lead Enrichment & Routing
  • Platform Integration
  • Workflow Platforms
  • Next Steps
Integration Patterns

AI Workflows & Automation

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Agent Enhancement with Tasks

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Use Rightbrain Tasks as AI building blocks in your workflow automation platform. Tasks are self-contained AI modules that fit naturally into tools like Zapier, Make, or n8n - you provide the orchestration and business logic, Tasks handle the AI processing with predictable, structured outputs.

Why Tasks are Perfect for Workflows

Tasks are designed as modular AI components that integrate seamlessly into any workflow platform:

  • Stateless for Reliable Chaining: Each Task is fully self-contained. Chain them in any order, run in parallel, or retry individually. No coordination overhead and no drift from previous runs.
  • Safe Orchestration: Schema-validated outputs ensure downstream steps always receive valid data. Your workflow logic remains stable and free from unexpected AI responses.
  • Reusable Blocks: The same Task can be reused across multiple workflows and platforms, giving you consistent performance and full ownership of your AI components.
  • Central Monitoring: Track every Task centrally across all workflows. Update a Task’s prompt or model once in Rightbrain, and improvements automatically apply everywhere it’s used.

Common Workflow Patterns

Document Processing Pipeline
Content Creation Chain
Customer Onboarding Automation
Lead Intelligence Pipeline

Multi-Stage Document Intelligence

The Problem: Different document types need different processing, but you don’t know the type until you analyse it.

The Workflow:

1

Upload & Classification

Trigger: Document uploaded to shared drive
Task 1: Document classifier → Returns: “invoice” | “contract” | “receipt” | “other”
Logic: Branch based on classification

2

Type-Specific Extraction

IF Invoice:

  • Task: Invoice extractor → vendor, line items, amounts, dates
  • Validate: Check against PO database
  • Route: Send to accounting system

IF Contract:

  • Task: Contract analyser → key terms, obligations, risks
  • Check: Flag if non-standard clauses found
  • Route: Legal review if flagged, otherwise archive

IF Receipt:

  • Task: Receipt parser → merchant, amount, category
  • Validate: Check expense policy compliance
  • Route: Expense system or rejection notice
3

Completion

Log result in document management system, notify relevant team

Why This Works:

  • Each document processed independently, can run in parallel
  • Downstream systems always get valid data structure
  • Same document analysis tools can be used here and ad hoc by team

Platform Integration

Workflow Platforms

Rightbrain Tasks work with any platform that can make HTTP requests:

Zapier

Use Webhooks by Zapier action, pass Task outputs between steps

Make (Integromat)

HTTP modules with JSON transformation capabilities

n8n

HTTP Request nodes with credential management

The best workflows are the ones that eliminate manual handoffs between systems. Start by mapping your current process, identify where AI can make decisions or extract data, then build the Task chain that automates it.

Next Steps

Build Your Tasks

Create the AI building blocks for your workflow

API Integration

Integration guide for workflow platforms