AI Agents for Task Routing
WorkAgentic builds AI agents for task routing that assign every incoming task to the right person based on skill, workload, and availability, no matter which channel it came from, so nothing sits waiting for someone to decide who should pick it up.
No technical team neededBuilt by CPAs
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Task Routing
Six task routing tasks your team stops running manually
Each agent assigns incoming work to the right person the moment it arrives. No manual decision on who picks it up, no task sitting in a queue nobody owns.
Rule-Based Task Assignment
- Every incoming task assigned automatically based on rules you define
- No manual decision required on who picks up a new piece of work
- Rules configured per task type instead of applied uniformly to everything
- Multiple factors weighed together rather than relying on just one rule
- Assignment rules updated without rebuilding the entire routing setup
Skill and Workload Matching
- Tasks matched to the person whose skills actually fit the work
- Current open task count factored in so work balances across a team
- Skill profiles updated as team members grow into new areas
- Overloaded team members skipped in favor of someone with room
- Matching logic visible so assignment decisions aren't a black box
Channel-Agnostic Intake
- Tasks accepted the same way whether they come from email, chat, or a form
- A ticketing system, a spreadsheet, or a Slack message all feed the same queue
- New intake channels added without rebuilding the assignment logic
- One consistent set of rules applied no matter where a task originates
- No separate routing setup needed per channel your team uses
Priority-Based Queue Management
- Urgent tasks surfaced and assigned ahead of routine ones automatically
- Priority levels configured per task type instead of judged case by case
- SLA deadlines factored into the assignment order automatically
- Aging tasks bumped up in priority the longer they sit unassigned
- Queue order visible so nothing important gets buried
Reassignment on Availability Change
- Availability checked before a task is assigned, not after it's already stuck
- A qualified backup found automatically when the primary person is out
- Open tasks reassigned if the assigned person becomes unavailable mid-task
- Time off and schedules synced so availability stays current
- No task assigned to someone who can't actually act on it
Assignment History and Load Reporting
- Every assignment logged with the reason it went to that person
- Workload distribution visible across the team at a glance
- Consistently overloaded or underused team members surfaced for review
- Completion time tracked per person and per task type
- History retained so staffing decisions can rely on real data
Built Around Your Workflow
Your existing systems are already the source of truth
WorkAgentic builds each workflow automation agent around the systems, rules, and approval logic your team already uses. Nothing about how your team works today needs to change. The agent runs in the background, and your team reviews exceptions and keeps final say.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
100+
systems we connect to
Any API
if it exports data, we connect
NetSuite
SAP
Salesforce
Xero
Oracle
Dynamics
Sage
100+
more systems
SAP, Oracle, Workday, Monday.com, Asana and any system with a structured API or data export
Case Studies
AI agents we have already built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
Frozen Foods / CPGHow a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
Read case study
CPG / Consumer Packaged GoodsHow a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
Read case study
Frozen Foods / CPGHow a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
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CPG / Business Process OutsourcingHow a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
Read case study
Watch the Agent Work
See a task routing agent running live
A 3-minute walkthrough showing how the agent matches an incoming task to the right person by skill and workload, and reassigns it automatically when that person becomes unavailable.
Incoming task matched automatically to the person with the right skill
Current workload factored in so assignments balance across the team
Availability checked before the task is actually assigned
Task reassigned automatically if the assigned person goes unavailable
No commitment. We demo with a real workflow automation setup, not a sandbox.
Start with task routing. Add more workflow automation agents as your team grows.
WorkAgentic deploys task routing that assigns every incoming task to the right person by skill and workload, no matter which channel it came from, so nothing sits waiting for a manual decision.
WORKFLOW AUTOMATION
Approval Workflows
- WorkAgentic deploys approval workflow automation that routes every request to the right approver, tracks it through each sign-off step, and escalates automatically so nothing sits waiting on an inbox.
Data Entry Automation
- AI agents for data entry automation. Extract data from documents and forms and enter it into your systems automatically, with no manual keying.
Portal Data Extraction
- WorkAgentic builds AI agents for portal data extraction. Log into external portals and pull data automatically, no API required.
Workflow Exception Detection
- WorkAgentic builds AI agents for workflow exception detection. Catch bad data and rule violations the moment a workflow breaks.
Cross-System Automation
- WorkAgentic builds AI agents for cross-system automation. Move data between disconnected systems automatically.
Email Inbox Automation
- Triage incoming email, extract the request, and route or draft replies automatically.
Human-in-the-Loop Workflows
- WorkAgentic builds AI agents for human-in-the-loop workflows. Pause for review at defined checkpoints only.
Task Routing
- WorkAgentic deploys task routing that assigns every incoming task to the right person by skill and workload, no matter which channel it came from, so nothing sits waiting for a manual decision.
Workflow Monitoring
- Track uptime, SLA adherence, and throughput across every automated workflow in one place.
Workflow Orchestration
- Coordinate multiple systems and steps into one sequenced process, from trigger to completion.
FAQ
Questions about task routing
Clear answers on how the agent assigns tasks, handles workload and availability, and what your team stays responsible for.
Task routing agents are AI agents that assign an individual task or ticket to the right person or team based on rules you define, such as skill, workload, or priority, regardless of which channel the task originated from. WorkAgentic builds task routing agents for teams whose current assignment process depends on someone manually deciding who picks up each new item of work.
Email inbox automation is specific to a single channel: it triages and routes email. Task routing is channel-agnostic and assigns a task to the right person or team no matter where it came from, whether email, chat, a form, or a ticketing system. This page covers the general assignment agent. A separate email inbox automation agent covers the email-specific triage pattern.
Approval workflows route a specific decision, such as a spend request or contract, through a defined sign-off chain for someone to approve or reject. Task routing assigns any kind of task, such as a support ticket or a project item, to the person best suited to complete it. This page covers general task assignment. A separate approval workflows agent covers the sign-off chain pattern specifically.
The agent applies the rules you define, such as required skill, current workload, seniority, or availability, and assigns the task to the best match automatically. Multiple factors can be weighed together rather than relying on just one, such as skill first and workload as a tiebreaker.
Yes. The agent tracks each person's current open task count and can balance new assignments across a team instead of routing everything to whoever happens to be top of a list.
The agent checks availability before assigning and reroutes to a qualified backup automatically if the primary person is out or already overloaded, rather than assigning a task to someone who can't act on it.
Yes. Rules are configured per task type, so a technical support ticket, a billing question, and a project request can each route based on different criteria without building three separate systems.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
Get Started
Ready to stop manually deciding who picks up each task?
Book a free 30-minute task routing process review. We map your current channels and team structure and show you where automation removes the most manual work first.
Book a Free Task Routing Process Review