Sales Operations Worker
Captures, qualifies and routes leads, keeps the CRM current and books the next commercial step.
- 01Lead captured
- 02Lead qualified
- 03Meeting booked
AppexInfrastructure for autonomous work
We design, deploy and operate custom AI Workers for end-to-end business process automation across your existing tools — with secure execution, explicit permissions and human control.
01 WHAT AN AI WORKER DOES
EXAMPLE WORKERFinance Operations
DESIGNED FOR OPERATIONS WHERE CONTROL MATTERS
02 TYPES OF AI WORKERS
Captures, qualifies and routes leads, keeps the CRM current and books the next commercial step.
Classifies requests, resolves routine cases and escalates exceptions with the full context attached.
Handles invoices, supplier checks, reconciliations and controlled payment preparation.
Coordinates repeatable administrative work across teams while preserving approvals and auditability.
Monitors security signals, investigates threats and coordinates controlled incident response across your stack.
Detects infrastructure issues, proposes remediation and executes only the changes that have been authorized.
Custom connections to the systems your team already relies on.
03 HOW IT STAYS CONTROLLED
APPEX CONTROL BOUNDARY
APPEX CONTROL BOUNDARY
Every Worker is uniquely attributable.
Rules are evaluated before actions reach your systems.
Execution stays inside a controlled environment.
Credentials remain isolated from the model.
Only authorized actions reach business systems.
Every Worker is uniquely attributable.
Only the access required for the job.
Sensitive actions stop for review.
Every action and result is recorded.
04 HOW IT WORKS
Outcome, systems, decisions and exceptions documented in one operating brief.
Access, permissions, approval rules and success criteria agreed before execution.
The Worker runs a bounded process while every action remains visible and reviewable.
Production runs are monitored, edge cases refined and new responsibilities added safely.
PROCESS EXECUTION
05 SELECTED ENGAGEMENTS
Every one of these teams finished the engagement delighted with the software we built for them.
Book a demo06 COMMON QUESTIONS
It depends on the process, integrations and level of control required. After the first mapping session, we define a realistic scope, delivery plan and launch path.
That is the goal. Workers are designed around the systems your team already uses, with controlled access to the CRM, ERP, email, calendar, databases or internal software required.
No. Human authority is designed into the process. Sensitive actions can require approval, and every run remains inspectable.
We monitor the first runs, refine edge cases and improve the Worker as the process evolves. The system is built to be operated, not simply handed over.
07 BOOK A DEMO