Core offering · Agentic AI & automation
AI agents that reason over your work — not brittle scripts.
Deploy enterprise AI automation that moves beyond click-through RPA. We connect EHR, CRM, LLMs, and humans into one governed workflow — agents that reason over data, act across your systems, and leave an audit trail your compliance team can defend.
- Connect EHR, CRM, LLMs, and humans into one governed workflow.
- AI agents that reason over data, not just click-through RPA.
- Fewer manual handoffs in compliance, ops, and revenue cycle.
- Built on Zapier, Power Automate, n8n, and Copilot Studio.
For mid-market healthcare, life sciences & regulated operations
Trigger
01→ Event from EHR, CRM, email, or a user action
Context
02→ Gather data across multiple systems
Reason (LLM)
03→ AI interprets and proposes the action
Act & Govern
04→ Execute with logging & approvals
Integrates with
The difference
Beyond basic automation: what agentic AI means at Kriv AI.
There's a world of difference between simple automation and intelligent agents that reason and act.
Basic automation / RPA
- Rigid, rule-based workflows
- Hard-coded click paths and scripts
- Breaks easily when systems change
- Limited reasoning: just 'if this then that'
- No context awareness or learning
- Siloed from governance and compliance
Agentic AI with Kriv AI
- AI agents that reason over context using LLMs
- Dynamic decisions based on data, not static rules
- Multi-step workflows across CRM, EHR, ticketing, and data platforms
- Governed logging, routing, and human-in-the-loop approvals
- Adapts to edge cases and exceptions intelligently
- Built-in audit trails and policy enforcement
We design agents that act like virtual team members — not brittle scripts that break at the first edge case.
Where it lands
Where agentic AI & automation creates real impact.
From healthcare ops to pharma R&D, we build agents that handle the workflows your teams shouldn't have to. Pick a domain.
Healthcare operations
Coordination work that quietly eats clinical and admin hours — handled by agents with a human in the loop.
- Scheduling and referrals coordination
- Intake triage and documentation summarization (with human review)
- Inventory, supplies, and vendor coordination
The toolbox
Built on trusted automation platforms.
As a Zapier Silver Solution Partner, we bring deep expertise across the leading automation and data platforms. We don't force a stack on you — we work with what you have and extend it with governed AI.
Looking for Zapier-powered automations?
As a Zapier Silver Solution Partner, we build governed automations for regulated teams.
The pattern
Our pattern for governed agentic workflows.
Every agent we build follows a consistent, auditable pattern designed for regulated environments.
Trigger
An event in an EHR / CRM / ticketing system, an email, a scheduled time, or a user action initiates the workflow.
Context gathering
Agents collect data from multiple systems — EHR, CRM, databases, documents — to build a complete picture.
Reasoning with LLMs
The agent uses a governed LLM to interpret context, categorize inputs, and propose the right actions.
Action & orchestration
Integrations via Zapier, Power Automate, n8n, Copilot, and Monday.com execute safe, governed actions.
Governance & logging
Every action is logged with audit trails, optional human approval steps, and policy enforcement checks.
Every agentic workflow is designed with governance in mind: access controls, comprehensive logging, and explicit boundaries around what the agent may or may not do.
How we engage
High-value solution delivery — not staff augmentation.
Three scoped ways to engage, each with clear outcomes you keep.
2–4 weeks
Discovery & Design Sprint
Map processes, identify automation opportunities, and design 1–2 high-impact agentic workflows. Perfect for first-time clients or a focused pilot.
- Process analysis & opportunity mapping
- Workflow design with governance requirements
- Implementation roadmap & effort estimates
4–8 weeks
Pilot Implementation
Hands-on build of 1–3 workflows, fully integrated with your stack (EHR / CRM / data tools) and governance patterns. Includes playbooks, runbooks, and KPIs.
- Production-ready agentic workflows
- Integration with your existing systems
- Documentation & team enablement
Monthly retainer
Ongoing Optimization & Governance
Retainer-style support: monitoring, tuning, adding new flows, and coordinating with your compliance and IT teams. Continuous improvement with governance baked in.
- Performance monitoring & optimization
- New workflow additions as needed
- Compliance coordination & reporting
In practice
Example agentic AI use cases.
Real scenarios where governed AI agents make a measurable difference.
What you can expect
Measurable gains in efficiency, reliability, and compliance.
32%
reduction in manual steps in targeted workflows (20–50% typical)
39%
faster claims turnaround on pre-screening agents (40–60% range)
64%
of agent actions logged with an audit trail — by design
Typical targets in scoped engagements — improved SLA adherence, fewer dropped handoffs, faster cycle times.
Reduced manual work
Free compliance, ops, and finance teams from repetitive data movement, checks, and handoffs.
Faster, more reliable workflows
Workflows trigger on time, every time, across tools and teams — no more dropped balls.
Governed, documented automation
Clear audit trails, approval workflows, and guardrails for each agentic workflow.
Straight answers
Common questions about Agentic AI & Automation.
Do you replace our existing tools like Zapier or Power Automate?
No. We use and extend your existing tools. As a Zapier Silver Solution Partner and experts in Power Automate, n8n, and Copilot Studio, we build on what you already have—not force a rip-and-replace. We add governance, intelligence, and multi-step orchestration to your current stack.
Can you work with our EHR/CRM/ERP systems?
Yes. We integrate via APIs, webhooks, and vendor-supported connectors. Whether it's Epic, Cerner, Salesforce, HubSpot, SAP, or niche industry tools, we've worked with a wide range of systems and know how to connect them safely.
How do you prevent an AI agent from doing something it shouldn't?
Governance is built into every workflow. We use policy-based constraints, explicit scopes for what agents can access and do, human-in-the-loop approval steps for sensitive actions, and comprehensive logging. The agent only operates within clearly defined boundaries.
Is this suitable if we've never done automation before?
Absolutely. We can start with one carefully-scoped workflow, prove the value, and expand from there. Many clients begin with a Discovery & Design Sprint to identify the best starting point before any implementation.
How long does a typical pilot take?
Pilots typically range from 4–8 weeks, depending on complexity and integration requirements. A Discovery & Design Sprint (2–4 weeks) often precedes the pilot to ensure we're solving the right problem the right way.
Go deeper
Related resources.
Go deeper on agentic AI, automation, and governed workflows.
Featured reads
The difference between RPA and agentic AI: why it matters for healthcare
Understanding the shift from rule-based automation to intelligent agents that reason and adapt.
PlaybookGoverned automation playbook for regulated industries
A step-by-step guide to implementing automation with compliance, audit trails, and human oversight.
Technical overviewIntegration approach: connecting your stack
How we integrate with EHR, CRM, data platforms, and automation tools in a governed way.
Applied by industry
See agentic automation applied in the regulated environments where governance matters most.
Start here
Give one workflow an agentic AI upgrade.
We'll help you identify one or two high-impact workflows and turn them into governed, AI-powered agents — backed by the Anthropic Claude Partner Network and 56 live AWS Marketplace listings. Start with a 30-minute working session, no commitment required.
+1-732-433-5564 · info@kriv.ai · East Brunswick, NJ
“A massive time saver.”
Flagship engagement, 2025 — 2,000+ associates · 122 locations. From kickoff to independently productive engineers in 3 weeks.