---
title: "Workflows | Dagny"
description: "Connect tasks, approvals, and handoffs across systems using automation, AI agents, and human review."
canonical: "https://dagnylabs.ai/services/workflows"
last-updated: "2026-10-25T13:46:10Z"
---

# Workflows | Dagny

[HTML page](/services/workflows)

# Move work forward across systems, with people in control

[Book a call](/book-a-call)  [See an example](#example)

## What changes for your team

### Before

- Work stalls between systems while someone copies data across.

- Automation feels risky when a mistake can reach a client or the books.

- Exceptions get lost in inboxes.

### With Dagny

- Each handoff runs from the trigger to the write-back.

- A person approves the steps that matter before anything is written.

- Exceptions are flagged and routed to the right person, with the context attached.

## Workflows

Workflows Monthly fee invoices

Active  Last run 10:02 · 18 min

Sent back

This run

- Month closes 10:02:01

- Match the fee schedule 10:02:09

- Price the month 10:02:12

- Draft the invoice 10:02:20

- Asked R. Alvarez 10:02:20

- R. Alvarez approved 10:20:00

- Post the invoice 10:20:02

- Update the billing log 10:20:05

- Tell the team 10:21:08

- Snowflake      Trigger  When

Month closes

- Google Sheets    Sheets  Step

Match the fee schedule

- Dagny AI  AI

Price the month

- NetSuite    NetSuite  Step

Draft the invoice

- RA  Approval  Human

R. Alvarez approves

Slack   To R. Alvarez, in Slack

Approve invoice INV-2093?

Client  Helios Health

Amount$62,066.67

    Approved 10:20

- - NetSuite    NetSuite  Then

Post the invoice

- Google Sheets    Sheets  Then

Update the billing log

- Slack    Slack  Then

Tell the team

Runs across   Snowflake    Sheets    NetSuite    Docusign    Slack

 [See the system in production Finance operations Invoice generation went from hours to days to 10–15 min. Read the story](/case-studies/billing-operations)

## See the pattern in production

[All stories](/case-studies)

- [Finance operations ### QBR Media brought billing and collections into a shared operating system Invoice generation, reported by QBR's founder went from hours to days to 10–15 min.](/case-studies/billing-operations)

- [Insurance brokerage ### From Epic records to a client-ready proposal Time per proposal went from 60 min to under 5 min.](/case-studies/insurance-proposals)

- [Programmatic media / finance operations ### Mogl took month-end billing out of spreadsheets Of the billing work finished on the first live day, reported by Mogl: >80%.](/case-studies/mogl-billing)

- [Customer success operations ### Customer health needed a trusted foundation Scope to solution: 2 weeks.](/case-studies/customer-health)

- [Health data & analytics ### Fragmented data became a decision system Unified data foundation: BigQuery.](/case-studies/health-analytics)

## How we build with you

Four steps, from the first blueprint to systems that keep getting better.

 [See our process](/our-process)