Connect the work.
Carry a process across applications that do not work together today. Bring the relevant records and handoffs into one workflow while keeping your existing systems in place.
Existing applicationsConnected processes
Phantom Operations · AI for your existing systems
Keep your systems.
Put AI to work
across them.
Phantom Operations brings AI into the software your business already relies on.
Teach it how your processes work, build playbooks across applications, and ask questions about the work being done to uncover problems and opportunities.
Your existing software. Your business knowledge. New possibilities.
One playbook. Across your systems.INTERACTIVE EXAMPLE↗Separate systems → shared business logic → coordinated work
Prepare every location for the work ahead.
Completed procedures, tomorrow’s schedule, stock at other locations, supplier availability, and purchasing records become one operational workflow.
Practice softwareCompleted + scheduled work
Supply rulesProcedure → item quantities
Location inventoryStock, receipts + transfers
Supplier portalsAvailability + delivery dates
Purchasing systemOpen orders + commitments
Finance systemBudget + approval limits
A location appears short on supplies for its upcoming procedures. Your playbook checks expected usage, stock held elsewhere, incoming orders, and supplier delivery dates before preparing a response. The right next step might be a transfer—not another purchase.
Activity → demandApply your approved supply rules to completed and scheduled procedures.
Demand → available stockAccount for receipts, adjustments, other locations, and orders already placed.
Shortfall → responseUse your transfer rules, delivery deadlines, and spending limits to prepare a plan.
Present an evidence-backed transfer or purchase plan for approval. Then carry out the authorized updates in the relevant systems, retain the references, and verify the records. Missing counts or uncertain delivery dates return to the team.
Illustrative workflow · your rules applyNo live actions
Synthetic examples using illustrative business rules. Systems and capabilities are confirmed for each pilot.
Prepare every location for the work ahead.
Your systems.Keep what works.
Your knowledge.Put it to work.
Your insights.Learn from what happens.
01 / More from what you already have
More from the systems
you already rely on.
Your software holds the records. Your people know how the work gets done. Bring them together with AI to connect processes, carry out approved steps, and explore what the results reveal. Start with one workflow, without migrating your existing systems.
YOUR EXISTING SYSTEMSInternal apps · Partner portals · FinanceDifferent records, interfaces, and ways of working
YOUR BUSINESS KNOWLEDGEYour process, put into practice.Your rules, mappings, dependencies, and exceptions
THE NEXT STEPInvestigate. Approve. Act. Verify.Keep the evidence and the outcome together
Put your knowledge to work.
Turn your team’s rules and experience into reusable playbooks. Teach Phantom which records matter, how decisions are made, and where approval is needed before taking action.
Your business rulesYour approvals
Learn from what happens.
Ask AI about the workflows it has been running. Explore results, recurring issues, and opportunities to improve. Ask what needs a closer look, with the work already done as context.
Workflow insightsQuestions worth exploring
02 / Follow the whole process
The handoffs.
The exceptions.
The way you work.
Phantom’s playbook carries the business context from one system to the next: which records belong together, which rules apply, what must happen first, and who needs to decide.
Explore the six steps in the selected example. Change the workflow above to see a different operation.
“Before we order, check what the procedures should use, what our other locations have, and what’s already on the way. Show me the best supported option within our rules.”
03 / Different businesses. The same powerful pattern.
One outcome.
Every system involved.
Explore how a playbook could span applications, departments, locations, or companies. Each example follows the work beyond a finding to the coordinated steps needed to resolve it.
Keep your systems. Put AI to work across them.
Start with a process you know well.
Show us the systems involved, how your team connects the steps today, and what you want to improve. We’ll confirm system fit and scope your first playbook around the way your business works.
sales@phantomagent.io