IMV Business Automation

Turn operational rules into visible, accountable workflows.

IMV Business Automation turns inventory, order, finance, content, and store signals into workflows with context, decisions, owners, approvals, tasks, system actions, and history.

Sample workspace · Illustrative data

Availability risk workflow

Trigger to approved action

TriggerAvailable quantity below threshold
ContextTier, orders, inbound, location
DecisionInbound inside seven days?
PrepareReplenishment review
ApprovalInventory manager
ActionCreate purchasing task
HistoryRecord owner, status, source
14 products evaluated3 reviews preparedSupplier orders remain approval-only
WORKFLOW ANATOMY

Connect the signal, decision, owner, approval, and outcome in one visible flow.

Use business events and rules to coordinate work across IMV and approved connected systems.

Triggers

Start from a transaction, schedule, threshold, state change, user request, import, integration event, or detected exception.

Business context

Retrieve products, customers, accounts, locations, entities, inventory, orders, finance records, policies, content, and history.

Decisions and rules

Use amount, margin, availability, age, account terms, priority, eligibility, policy, role, and location conditions.

AI-assisted preparation

Summarize the issue, classify the request, draft a response, prepare content, or assemble an approval packet.

Human approvals

Route high-impact actions to the correct person with evidence, reason, options, and due date attached.

Actions and history

Create tasks, notifications, records, documents, permitted state changes, or approved system calls.

PRACTICAL WORKFLOWS

Automate routine inventory, order, finance, and content reviews with clear ownership and approval.

Start with repeatable workflows that reduce manual review and keep the responsible team in control of high-impact actions.

Inventory risk review

Prepare replenishment or transfer review when available inventory falls below threshold.

High-value or policy-sensitive order

Release, revise, split, substitute, quote, or route for approval with context attached.

Return exception

Prepare refund, exchange, repair, rejection, or escalation options for review.

Daily close exception

Assign tender, tax, fee, refund, settlement, store, or channel variance with evidence.

Content review and publication

Route approved source material or AI-assisted draft for review and publication.

B2B quote to order

Prepare quote, route review, and convert accepted quote to order with context preserved.

DESCRIBE THE WORKFLOW

Describe the workflow in plain language, then review the conditions and approvals before it runs.

IMV can translate a business instruction into a trigger, scope, checks, branches, prepared actions, approval requirements, and restricted actions.

Example instruction

When available inventory falls below five units for an A-tier product, check inbound supply and open customer orders.

Generated preview

Trigger, scope, checks, preparation, approval, approved action, and restricted action are shown before activation.

WORKFLOW CONTROL

Decide who can create, approve, activate, pause, and complete each workflow.

Give teams faster execution while keeping high-impact decisions, exceptions, and system actions inside defined permissions.

Scoped access

Control workflow access by role, location, region, entity, account, and action type.

Explicit approvals

Require review for discounts, pricing, refunds, inventory changes, B2B quotes, finance exceptions, and publishing.

Safe testing

Test conditions against sample or historical records before activation.

Exception paths

Define outcomes for missing information, unavailable integrations, conflicting rules, expired approvals, and failed actions.

Version visibility

Show who changed the workflow, what changed, and which version produced a result.

Run history

Review trigger, conditions, branch, owner, approval, action, exception, and outcome.

FROM SIGNAL TO OUTCOME

Detect the event, make the decision visible, and coordinate the result.

1

Receive the signal

Start from a business event, threshold, schedule, user request, integration event, or detected exception.

2

Evaluate and review

Retrieve context, apply rules and permissions, use AI for permitted preparation, and route material decisions.

3

Complete the next action

Create the task, notification, document, record, system action, or escalation and retain the result.

CONNECTED SYSTEMS

Coordinate workflows across IMV and the systems the business keeps.

Use approved integrations, APIs, files, imports, exports, and scheduled processes to move work between business systems.

Connections

Ecommerce, marketplaces, payments, tax, accounting, ERP, warehouse, fulfillment, carriers, messaging, analytics, search, and content.

Exception handling

Identify the source and destination systems, expected movement, affected records, business impact, responsible owner, and recovery path.

See the platform foundation behind the workflows.

Explore how IMV connects business records, permissions, integrations, workflow state, and AI controls beneath the customer-facing applications.