Cross-system automation
AI workflows you can trust with real work.
AI handles messy inputs. Fixed rules, checks, and approvals control every critical action.
- 3,000+ tools
- 10,000+ actions
- Browser automation
- Any public API
See it work
Pick a workflow. Watch it run.
Four real runs, start to finish. The path is fixed and approved up front — Safivo never improvises its way to the write.
Invoice INV-88213
Cedar & Stone · PO 4471
Invoice Agent
Matching to PO 4471…Bill INV-88213
Any workflow
However complex the work, you still just describe it.
That paragraph becomes a real run plan — checks, branches, approvals, every system it touches. You never open a graph editor. Read the plan, approve it, and it runs the same way every time.
Invoice run plan
Built from one paragraph · 10 steps · 2 exception paths
Amber paths are the exceptions — they wait for a person. Everything else runs itself.
Why it’s reliable
The same run, every time.
AI reads the messy parts. Fixed rules decide the rest. A person signs the exceptions. That shape never changes — which is exactly what you want touching your systems.
“If an invoice lands more than 2% over the PO, it waits for me. Everything else keeps moving.”
Deterministic by design
Fixed checks
Same input, same outcome.
Every run walks the approved path. The checks are yours — written once, applied to every file.
Rules decide
AI interprets. Rules decide.
Safivo reads messy inputs inside the steps. What happens next is decided by your rules, not a judgment call.
Human sign-off
You approve what counts.
Choose the steps that pause for a person. Approve, correct, or take over — the decision is saved with the run.
Run history
Every step on the record.
Each run keeps its evidence: what was read, checked, decided, and written. A trail, not a hunch.
Connected to everything
Native integrations
Speaks your systems’ language.
Real, authenticated connections to the tools you already use. No screen-scraping, no fragile mimicking.
Any public API
If it has an API, it’s covered.
Any REST endpoint works — yours, your vendor’s, or one nobody’s heard of. Calls are logged and replayable.
Browser automation
Where there’s no API.
For the portals that never built one, Safivo works the page like a person — inside the same checks and trail.
Real workflows
Works with what you already use. All of it.
Sales
01Qualify and hand off every new lead
- HubSpot · Lead captured
- Browser automation · Research account
- Public API · Enrich company
- Salesforce · Score + assign
- Slack · Notify owner
Finance
02Close payout gaps before they reach the ledger
- Stripe · Payout received
- QuickBooks · Match ledger
- Public API · Pull bank detail
- Xero · Draft adjustment
- Teams · Request approval
Operations
03Escalate orders that miss the fulfillment window
- Shopify · Find late order
- SAP · Check inventory
- Browser automation · Confirm carrier ETA
- Slack · Escalate owner
- Google Sheets · Log outcome
IT
04Approve and provision app access
- Jira · Access request
- Okta · Verify role
- Azure · Provision group
- Slack · Manager approval
- Jira · Store audit note
People
05Stage accounts before a new hire starts
- DocuSign · Offer signed
- Okta · Stage account
- Calendar · Start-date gate
- Browser automation · Configure legacy HRIS
- Slack · Notify manager
- 0+
- connected tools
- 0+
- ready actions
- Any
- public APIs
- Browser
- automation
Examples from 75 supported integrations.
Correct it once. Safivo remembers next time.
When a similar document arrives, Safivo uses your team’s saved decisions: how to read it, who reviews problems, and where approved work goes.
Last decision saved
Elena · 2:14pm
Cedar & Stone bills freight separately. Hold any freight line that is not on the purchase order.
- Saved decisions
- 0
- Document types
- 0
Opening CS-4822.pdf
Applying Elena’s saved decision…
Loaded for this invoice
Cedar & Stone · invoices
Use the delivery date. Strip spaces before matching PO IDs.
AP match · review
Unapproved charges or missing receiving go to Elena. Verified matches keep moving.
Payables · next steps
Post approved payables to QuickBooks. Send policy breaks to procurement with the evidence attached.
Run history
Proof, line by line.
This is one invoice’s full history — nothing edited, nothing missing. Scroll through it the way an auditor would.
Run ledger
Invoice INV-88213 · Aug 22 · 09:41 → 14:06
Invoice arrives
09:41INV-88213 from Cedar & Stone lands in the AP inbox.
Attachment secured
09:41The original file is saved with its sender, filename, and arrival time.
Details captured
09:42Invoice number, dates, totals, and four line items read as data.
Records checked
09:42Vendor and purchase order 4471 matched in QuickBooks.
Rule hit
09:42Freight line $96.00 is not on the purchase order.
Held for review
09:42The freight line waits. Nothing is written until someone decides.
Priya approves
14:06“Cedar & Stone bills freight separately. Approved this once — hold it every time.”
Bill created
14:06Bill INV-88213 added to QuickBooks with the original file linked.
Run complete
14:069 steps · 2 systems · 1 human decision — all on the record.
09:41 Invoice arrives. INV-88213 from Cedar & Stone lands in the AP inbox. 09:41 Attachment secured. The original file is saved with its sender, filename, and arrival time. 09:42 Details captured. Invoice number, dates, totals, and four line items read as data. 09:42 Records checked. Vendor and purchase order 4471 matched in QuickBooks. 09:42 Rule hit. Freight line $96.00 is not on the purchase order. 09:42 Held for review. The freight line waits. Nothing is written until someone decides. 14:06 Priya approves. “Cedar & Stone bills freight separately. Approved this once — hold it every time.” 14:06 Bill created. Bill INV-88213 added to QuickBooks with the original file linked. 14:06 Run complete. 9 steps · 2 systems · 1 human decision — all on the record.
Flexible where work is messy.
Predictable where it matters.
AI interprets variable inputs inside a fixed workflow. Rules set the path. Permissions limit every action. Exceptions pause for review.
Compare
How Safivo stacks up.
The honest version, in one table. Every approach wins somewhere — this is where each one lands.
| RecommendedSafivo | Recording-based agents | RPA & scripts | Chat assistants | |
|---|---|---|---|---|
| Runs through real APIs | ||||
| Same run shape, every time | ||||
| Keeps working when a screen changes | ||||
| Structured audit trail of every write | ||||
| No employee screen recordings needed | ||||
| Works in systems with no API at all | ||||
| Criteria met | 0 / 6 | 0 / 6 | 0 / 6 | 0 / 6 |
Partial credit where an approach gets there, but with caveats we’d want to show you.
Read the full comparisons →Bring one handoff your tools do not finish.
In one short call, we map what starts the work, what each tool already handles, which checks are required, where browser automation is needed, and when your team should step in.
Inputs and triggers
Covered live in your walkthrough.
System checks
Covered live in your walkthrough.
Writebacks
Covered live in your walkthrough.
Review rules
Covered live in your walkthrough.
Schedule directly