KelenAI · Kevin Li · Workflow design
RFP Response Automation: From Requirement to Submission
Automate RFP response work around a requirement ledger, approved evidence, human decisions, amendments, and confirmed submission.
Workflow design
Field guides for redesigning sales, finance, document, customer, and operating workflows around clear states, evidence, ownership, exceptions, and measurable results. Page 2 contains additional field guides in this series.
- · Kevin Li · Workflow design
Expense Report Automation: From Receipt to Reimbursement
Design expense report automation across receipt capture, policy checks, approval, accounting, reimbursement, exceptions, and audit-ready evidence.
- · Kevin Li · Workflow design
AI Lead Qualification: Separate Fit from Engagement
Go beyond lead scores: worked inquiries show when AI should prepare sales review, ask a question, or route an existing customer elsewhere.
- · Kevin Li · Workflow design
Data Entry Automation: Build a Verified Record Workflow
Automate data entry from forms, files, documents, and apps with validation, duplicate controls, human review, destination confirmation, and recovery.
- · Kevin Li · Workflow design
Quote Automation: Build a Faster, Safer First Workflow
Learn how to automate standard sales quotes, choose between CRM and CPQ, route exceptions, and handle price changes without losing approval control.
- · Kevin Li · Workflow design
Customer Onboarding Automation: A 7-Step Workflow
Automate B2B customer onboarding from closed-won handoff through validated setup with clear owners, exceptions, permissions, and completion evidence.