Case studies
Agents do the reading.
People make the call.
6 client engagements and 38 product agents, each described by what it does and who approves it. Client names are withheld, and no outcome appears that was not given to us to publish.
Export documentation
Shipper
Consignee
Invoice no.
HS code
Port of entry
Declared value
Review queue
1 item needs a decision
Flagged by the agentConsignee
HS code
Declared value
Lead alerts
New lead for you
Simulated interface. Not client data.
People stay in control
Agents prepare the work. A named person approves it.
Agent
Prepares the work
- Gathers the evidence
- Checks it against source records
- Drafts the recommendation
The gate
A named person approves
Analyst, clinician, planner, counsel. The client decides what runs on its own.
Then
The action runs
Filed, posted, scheduled or sent, only after sign-off.
Human sign-off by default
Consequential actions wait for a named person, and the client decides what runs on its own.
Fails closed
When an agent is unsure or outside its limits, it stops and escalates.
Explainable
Every recommendation shows its reasoning, data and trade-offs.
Audited
Every step, by an agent or a person, is written to a tamper-evident audit trail.
Single-tenant deployment
On-premises, in the client's own cloud, or managed by Aelix Echo.
Our controls are aligned to SOC 2, ISO 27001, HIPAA and GDPR requirements. SOC 2 Type II and ISO 27001 audits planned.
Client engagements
Real briefs, described exactly as they ran.
Each client is described by the business they are in. Scope, and technology where we can share it, are shown, because they are the parts a buyer can check.
Simulated interface. Not client data.
Product agents
38 agents, each with a named approver.
These agents are built into Aelix Echo products. Pick one to watch its run. Each is an illustrative scenario showing how the agent works, not a result from a named customer. Approval rules and agent limits are configured with each client.
Aelix Guardian · Alert Triage Agent
Trigger
A transaction-monitoring rule fires on a customer whose transfers suddenly rise and split across new beneficiaries.
Agent run
- 01gather
- 02enrich
- 03recommend
- 04hand over
Prepared
An enriched case with a cited recommendation, ready for an analyst decision.
ReviewWaiting for AML analyst
Recommends only. A human signs off every disposition.
Illustrative scenario in a simulated interface. Not client data.
A transaction-monitoring rule fires on a customer whose transfers suddenly rise and split across new beneficiaries.
- Prepares
- An enriched case with a cited recommendation, ready for an analyst decision.
- Approver
- AML analyst
- Guardrail
- Recommends only. A human signs off every disposition.
An analyst escalates a case that needs a Suspicious Activity Report.
- Prepares
- A complete SAR draft with mapped fields and gaps flagged.
- Approver
- BSA officer
- Guardrail
- The BSA officer signs. The agent never files.
A small-business loan application arrives with bank statements, GST returns and financial statements.
- Prepares
- A scored file with a drafted decision and clear reason codes.
- Approver
- Credit officer
- Guardrail
- A credit officer approves every decision.
End-of-day reconciliation shows a break between the core ledger and a settlement file.
- Prepares
- An explained break with proposed correcting entries.
- Approver
- Operations team
- Guardrail
- Operators approve every correction before it posts.
An outgoing payment fails because of a beneficiary account mismatch.
- Prepares
- A diagnosed exception with a recommended next action.
- Approver
- Payments operations
- Guardrail
- Approval comes first. Nothing is retried or refunded automatically.
A motor insurance claim arrives with photos, a repair estimate and a police report.
- Prepares
- A triaged, scored claim routed to the right adjuster.
- Approver
- Claims adjuster
- Guardrail
- Each claim goes to an adjuster. The agent does not settle claims.
A client portfolio drifts outside its target allocation after a market move.
- Prepares
- A rebalancing proposal with tax considerations explained.
- Approver
- Financial advisor
- Guardrail
- An advisor approves each trade.
A long-standing customer's balances and card usage fall sharply over two months.
- Prepares
- An at-risk customer flagged early with a drafted retention offer.
- Approver
- Relationship manager
- Guardrail
- Nothing reaches the customer unapproved.
Aelix Guardian · Alert Triage Agent
Trigger
A transaction-monitoring rule fires on a customer whose transfers suddenly rise and split across new beneficiaries.
Agent run
- 01gather
- 02enrich
- 03recommend
- 04hand over
Prepared
An enriched case with a cited recommendation, ready for an analyst decision.
Waiting for AML analyst
Recommends only. A human signs off every disposition.
Illustrative scenario in a simulated interface. Not client data.
Aelix Vitals · Deterioration Watch Agent
Trigger
An inpatient's vitals and lab results begin to trend in a direction associated with sepsis.
Agent run
- 01watch
- 02assess
- 03brief
- 04notify
Prepared
An early, evidence-backed briefing to the care team.
ReviewWaiting for treating clinician
It informs clinicians. It cannot place orders.
Illustrative scenario in a simulated interface. Not client data.
An inpatient's vitals and lab results begin to trend in a direction associated with sepsis.
- Prepares
- An early, evidence-backed briefing to the care team.
- Approver
- Treating clinician
- Guardrail
- It informs clinicians. It cannot place orders.
After a consultation, the clinician needs a note in the record.
- Prepares
- A structured draft note ready for review and signature.
- Approver
- Clinician
- Guardrail
- Nothing enters the record unsigned.
A discharge summary is ready for coding before the claim is submitted.
- Prepares
- Proposed codes, each with its rationale and source.
- Approver
- Certified coder
- Guardrail
- The coder approves every claim.
A claim comes back denied for missing documentation.
- Prepares
- Every denial classified with a ready fix or appeal draft.
- Approver
- Revenue cycle specialist
- Guardrail
- Appeals are drafted, never sent unreviewed.
Two patient records with slightly different names and the same date of birth appear after a system merge.
- Prepares
- Scored match candidates with evidence, ready for a merge decision.
- Approver
- Data steward
- Guardrail
- Merges are human-approved.
A legacy lab system sends HL7v2 messages that need to reach a FHIR-based platform.
- Prepares
- Tested mapping proposals for the engineer to review.
- Approver
- Integration engineer
- Guardrail
- The engineer commits every change.
A security alert fires on an infusion pump on the hospital network.
- Prepares
- Enriched device alerts with a clear, cited verdict.
- Approver
- Security analyst
- Guardrail
- Life-sustaining devices are never auto-closed.
Aelix Vitals · Deterioration Watch Agent
Trigger
An inpatient's vitals and lab results begin to trend in a direction associated with sepsis.
Agent run
- 01watch
- 02assess
- 03brief
- 04notify
Prepared
An early, evidence-backed briefing to the care team.
Waiting for treating clinician
It informs clinicians. It cannot place orders.
Illustrative scenario in a simulated interface. Not client data.
Aelix IQ · Maintenance Agent
Trigger
Vibration and temperature on a production motor begin to drift from normal.
Agent run
- 01investigate
- 02diagnose
- 03draft work order
- 04schedule
Prepared
A diagnosed alert with a ready work order.
ReviewWaiting for maintenance engineer
Work is scheduled only after an engineer approves.
Illustrative scenario in a simulated interface. Not client data.
Vibration and temperature on a production motor begin to drift from normal.
- Prepares
- A diagnosed alert with a ready work order.
- Approver
- Maintenance engineer
- Guardrail
- Work is scheduled only after an engineer approves.
A line stops unexpectedly mid-shift on a regulated device floor.
- Prepares
- Re-plan options with trade-offs, ready for a decision.
- Approver
- Production planner
- Guardrail
- Proposes only. The planner chooses the plan.
News breaks of a disruption at a key component supplier's region.
- Prepares
- A clear exposure map and mitigation brief.
- Approver
- Procurement lead
- Guardrail
- The brief is for review. No orders are placed.
A raw material lot is found to be out of specification after use.
- Prepares
- A complete trace of affected products with drafted actions.
- Approver
- Quality lead
- Guardrail
- Recall actions are drafted, never issued without approval.
Aelix IQ · Maintenance Agent
Trigger
Vibration and temperature on a production motor begin to drift from normal.
Agent run
- 01investigate
- 02diagnose
- 03draft work order
- 04schedule
Prepared
A diagnosed alert with a ready work order.
Waiting for maintenance engineer
Work is scheduled only after an engineer approves.
Illustrative scenario in a simulated interface. Not client data.
Echo Sense · Exception Resolution Agent
Trigger
A temperature-controlled shipment reports a reading outside its range.
Agent run
- 01diagnose
- 02assess impact
- 03draft record
- 04hand over
Prepared
A diagnosed exception with a drafted deviation record.
ReviewWaiting for operations lead
A person approves every action.
Illustrative scenario in a simulated interface. Not client data.
A temperature-controlled shipment reports a reading outside its range.
- Prepares
- A diagnosed exception with a drafted deviation record.
- Approver
- Operations lead
- Guardrail
- A person approves every action.
Demand for a fast-moving item rises ahead of a regional holiday.
- Prepares
- Explained replenishment proposals before stock runs short.
- Approver
- Inventory planner
- Guardrail
- Planners approve anything above set limits.
A third-party logistics provider has new loads and drivers nearing their hours limits.
- Prepares
- A compliant dispatch plan ready for sign-off.
- Approver
- Dispatcher
- Guardrail
- A dispatcher signs off every plan.
A carrier invoice does not match the bill of lading and purchase order.
- Prepares
- Matched documents, with every mismatch explained.
- Approver
- Accounts or operations team
- Guardrail
- Mismatches always go to a person.
Echo Sense · Exception Resolution Agent
Trigger
A temperature-controlled shipment reports a reading outside its range.
Agent run
- 01diagnose
- 02assess impact
- 03draft record
- 04hand over
Prepared
A diagnosed exception with a drafted deviation record.
Waiting for operations lead
A person approves every action.
Illustrative scenario in a simulated interface. Not client data.
Aelix LexReview · Contract Agent
Trigger
A business team requests a supplier agreement on the company's standard terms.
Agent run
- 01draft
- 02review
- 03flag risk
- 04hand over
Prepared
A playbook-based draft with risks flagged.
ReviewWaiting for legal counsel
Nothing is sent until counsel approves.
Illustrative scenario in a simulated interface. Not client data.
A business team requests a supplier agreement on the company's standard terms.
- Prepares
- A playbook-based draft with risks flagged.
- Approver
- Legal counsel
- Guardrail
- Nothing is sent until counsel approves.
An attorney needs authority on a procedural question for a filing.
- Prepares
- A cite-checked research memo.
- Approver
- Attorney
- Guardrail
- The attorney edits and files.
Month-end arrives and time entries for a matter are incomplete.
- Prepares
- A clean, guideline-checked invoice draft.
- Approver
- Billing partner
- Guardrail
- Nothing reaches a client before partner sign-off.
A new data protection regulation is published.
- Prepares
- Regulatory changes mapped to policies with a draft plan.
- Approver
- Compliance lead
- Guardrail
- The plan is for the compliance lead to approve.
Aelix LexReview · Contract Agent
Trigger
A business team requests a supplier agreement on the company's standard terms.
Agent run
- 01draft
- 02review
- 03flag risk
- 04hand over
Prepared
A playbook-based draft with risks flagged.
Waiting for legal counsel
Nothing is sent until counsel approves.
Illustrative scenario in a simulated interface. Not client data.
Aelix Estate · Estate Agent
Trigger
A tenant reports a leak, and the unit has had two earlier plumbing tickets.
Agent run
- 01read
- 02select vendor
- 03draft
- 04close the loop
Prepared
A ready dispatch and tenant update, with SLA tracking.
ReviewWaiting for operations manager
The ops manager approves before anything leaves the portal.
Illustrative scenario in a simulated interface. Not client data.
A tenant reports a leak, and the unit has had two earlier plumbing tickets.
- Prepares
- A ready dispatch and tenant update, with SLA tracking.
- Approver
- Operations manager
- Guardrail
- The ops manager approves before anything leaves the portal.
A model coordination run finds hundreds of clashes between services.
- Prepares
- Ranked clashes with drafted owners.
- Approver
- BIM coordinator
- Guardrail
- Nothing is pushed until the coordinator signs off.
A safety event is recorded on an active construction site.
- Prepares
- A complete incident pack ready for sign-off.
- Approver
- Project manager
- Guardrail
- The project manager signs off before it files.
A floor's energy use drifts upward while occupancy stays low.
- Prepares
- Energy drift caught with setpoint changes ready.
- Approver
- Energy or facilities manager
- Guardrail
- Acts alone only inside a pre-approved envelope.
Aelix Estate · Estate Agent
Trigger
A tenant reports a leak, and the unit has had two earlier plumbing tickets.
Agent run
- 01read
- 02select vendor
- 03draft
- 04close the loop
Prepared
A ready dispatch and tenant update, with SLA tracking.
Waiting for operations manager
The ops manager approves before anything leaves the portal.
Illustrative scenario in a simulated interface. Not client data.
Aelix Core · Threat Triage Agent
Trigger
An unusual connection appears between the IT network and a substation control system.
Agent run
- 01triage
- 02score
- 03recommend
- 04hand over
Prepared
Scored alerts with containment recommended.
ReviewWaiting for security operations lead
Containment runs only after approval.
Illustrative scenario in a simulated interface. Not client data.
An unusual connection appears between the IT network and a substation control system.
- Prepares
- Scored alerts with containment recommended.
- Approver
- Security operations lead
- Guardrail
- Containment runs only after approval.
A storm causes outages across a feeder.
- Prepares
- A localised fault with a drafted restoration plan.
- Approver
- Grid operator
- Guardrail
- The operator approves dispatch.
Maintenance on a transformer needs confined-space and hot-work permits.
- Prepares
- Complete permit packages ready for approval.
- Approver
- Permit authority
- Guardrail
- The permit gate stays human-controlled.
Consumption at a group of meters drops in a pattern linked to tampering.
- Prepares
- Evidence-backed investigation cases.
- Approver
- Revenue protection operator
- Guardrail
- An operator reviews before any dispatch.
A solar plant's output runs below its power purchase agreement commitment mid-month.
- Prepares
- Early warning of a shortfall with options.
- Approver
- Commercial lead
- Guardrail
- Recommends only. The team decides on replacement power.
The annual sustainability disclosure is due.
- Prepares
- A traceable disclosure package ready for sign-off.
- Approver
- Sustainability lead
- Guardrail
- Signing stays gated.
Aelix Core · Threat Triage Agent
Trigger
An unusual connection appears between the IT network and a substation control system.
Agent run
- 01triage
- 02score
- 03recommend
- 04hand over
Prepared
Scored alerts with containment recommended.
Waiting for security operations lead
Containment runs only after approval.
Illustrative scenario in a simulated interface. Not client data.
For every industry we serve
One pattern, set up for seven industries.
Document flows
The same document pipeline, configured for the documents that define each industry.
- Ingest and classify
- Extract and validate
- Human review
- Export
- FinTech
- Statements, KYC packets, invoices
- Healthcare
- Claims, EHR notes, prior authorization forms
- Manufacturing
- BOMs, MSDS, work orders
- Logistics
- Bills of lading, customs paperwork, PODs
- LegalTech
- Contracts, case law, redactions
- Energy & Utilities
- Filings, inspections, permits
- Real Estate & Construction
- Leases, drawings, building permits
Reference agent workflows
Reference buildsOne agent workflow for each industry, built by Aelix Echo in n8n with Claude. These show the pattern we deploy. They are not client deployments.
- FinTech
- Refund handler
- Healthcare
- Prior-auth triage
- Manufacturing
- Invoice exceptions
- Logistics
- Shipment exceptions
- LegalTech
- Contract intake
- Energy & Utilities
- Outage ticket triage
- Real Estate & Construction
- Vendor onboarding
Start with one process.
Tell us the process that takes up your team's time and the systems it touches. We will show you how an agent or automation would handle it.