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Cogover Process

Digitize and automate processes

Design, customize and optimize business processes with low-code tools, without having to write everything from scratch. Integrate AI to support automation, improve productivity, and reduce operational risk.

Follow an English Cogover course that builds a complete business process.

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FEATURE HIGHLIGHTS

Turn discrete, manual processes into controllable flows

01

Five ways to launch

Create a user-initiated process that runs on a schedule, fires when data changes, receives a Webhook, or runs sequentially by record.

Choose the right way to start each business problem.

02

Forms and tasks

Collect data using forms and assign User Tasks to the correct individuals or roles.

Each step has enough input and responsible person.

03

Activate AI at the right time

Give the AI a task with the required data at a step in the process; Runs on schedule or activates automatically when data meets conditions.

AI processes the assigned work and returns the results to the correct stream.

04

Forking and exception handling

Use Gateway, Loop, Wait and Sub Process to describe situations that do not follow a straight line.

Workflow reflects how work actually happens.

05

Approvals by organization

Find handlers by manager, department, position or configured role.

The request reaches the correct approval level without relying on manual forwarding.

06

System action

Send emails, notifications, and create, read, or update records right in the stream.

Reduce repetitive information transfer steps after each decision.

07

Two-way connection with other systems

Cogover receives data from the enterprise system via Webhook and sends data or processing requests out using HTTP Request.

Systems can exchange data two-way within the same process.

08

Automate repetitive operations

Turn manual steps into automated actions in the process, such as running an email series to reach customers or manually sending quotes after approval.

The team reduces repetition and work continues as soon as qualified.

HUMAN–AI

Humans and AI are involved at the right steps in the process

AI handles reading, sorting and preparation; humans add context, exception handling, and approval; Cogover ensures the right flow.

WORKFLOW 01

Create a draft workflow from business requirements

AI shortens the initial step; Process Owner still reviews all conditions and exceptions before using.

  1. STEP 01Owner describes the process

    State the starting point, data, roles, decisions, and desired outcomes.

  2. STEP 02AI creates drafts

    Suggest steps, branches, information fields, and system actions.

  3. STEP 03Cogover builds structure

    Represents forms, tasks, gateways and actions on platform data.

  4. STEP 04Owner tests & approves

    Run standard and exception scenarios, adjust permissions, and then publish the workflow.

WORKFLOW 02

Read documents one step before approval

The reviewer receives the source summary but can still view the original document and make his or her own decision.

  1. STEP 01Cogover gathers records

    Collect forms, files, related records, and processing history by permissions.

  2. STEP 02AI summary & only missing

    State the main content, unmet conditions and questions that need clarification.

  3. STEP 03Approved review

    Check evidence, add context, and approve or request corrections.

  4. STEP 04Cogover continued running

    Record the decision, update the status and coordinate the corresponding branch.

WORKFLOW 03

Classify requests to the correct processing route

AI supports understanding of unstructured content; rules and curators can still control the classification results.

  1. STEP 01Cogover received

    Receive forms, emails or webhooks and create process profiles.

  2. STEP 02AI reads & classifies

    Summarize content, identify request type, priority, and missing information.

  3. STEP 03Line division cogover

    Apply permissions, conditions and assign tasks to the appropriate group.

  4. STEP 04Human exception handling

    Confirm classification, adjust when necessary and take responsibility for the results.

PROCESS TEMPLATES

Digitize internal processes quickly, accurately and with clear oversight

Start with a template close to your current operation, then customize the data, roles and processing steps around how your business works.

Accounting

Procurement and payment

Connect purchase requests, approvals, acceptance and payment in one tracked flow.

Marketing

Lead nurturing

Segment prospects and run nurture sequences based on defined conditions.

Sales

Sales process

Track opportunities from outreach and consultation through quotes and final outcomes.

Service

Customer service

Receive requests, assign owners, manage progress and respond to customers.

Recruitment

Onboarding

Coordinate new-hire onboarding tasks across HR, managers and related teams.

Explore Cogover Process around the way your business operates

Choose one process currently managed through email, chat or spreadsheets, then model its roles, data and approval points.

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