Agentic AI workflow | B2B SaaS
Feature | 0 to 1
Challenge 🎯
HR, IT, and finance teams spend most of their day resolving repetitive tickets that don't need their expertise.
Goal 📔
Design a system where HR can define their process in plain language, and an agent executes it — freeing up HR admins' time for the complex work that actually needs them.
Results 💹
70% of action tickets auto-resolved.
Let's dive in
Overview ⭕️
Leena AI
Leena AI is a pioneer in Agentic AI Colleagues for enterprises - voice-enabled, personified AI coworkers prebuilt for IT, HR, Finance, and Procurement. They automate complex workflows across existing systems like Workday, ServiceNow, and SAP.
Agentic AI workflows
Designed both halves of an Agentic HR platform: a no-code builder that lets HR admins describe a process in plain language, watch it decompose into a structured workflow, test it against real data, and launch it live — no engineering required ( Part 1 )
and an assistant that executes multi-system requests for employees with full transparency and reversibility. ( Part 2 )
Timeline
12 weeks ( with design system )
NDA
In compliance with NDA agreements, I have shared only the brief process.
My role
· I led the design end-to-end
· Research
· Interface design
Team
· Collaborated with PM, understanding requirements and brainstorming ideas
· Worked with engineers checking feasibility
· Ran QA review pass before release
Understanding the "Problem"⁉️ ( part 1 )
The problem
The back office work is manual and repetitive
HR. IT, finance spend most of their day on work that doesn't need their expertise
Eg. HR is spending their day answering "how many leaves do I have left", "can you send me my payslip"
The problem depth 1
A single employee touches multiple systems
One request from one employee requires HR to go into Workday then Service Now, then email, then SAP and then back to email
A human being is manually carrying information between systems that don't talk to each other
The problem depth 2
Tickets pile up and never fully resolve
70% of tickets are resolved by humans doing work that didn't need a human
The problem depth 3
Existing chatbot only answer questions
They don't do anything
A chatbot could tell about a policy, holiday list etc.
Chatbot couldn't apply the leave and update the workday
The problem depth 4
Building automation requires engineering, which takes too long
By the time it was built something had already changed
About users 👨👩👧👦
Research 🔍
User interview insights
Define 🔍
Point of view
Define 🔍
The idea that hit both users most directly
Solution 🔍
Approach/direction 1
Approach/direction 2
Approach/direction 3
Iterated on approach 3
IA 🔍
User flow
User journey visualisation
User flow 1
User flow 2
Thinking 🔍
"UI" Flow 🔍
First time HR admin discovers AI Prebuilt processes
Business "impact" 💰
-70%
Reduction in manual HR agent tickets for action-based tasks
10 mins
From plain language description to a live running process
0 code
Required to configure and launch a process
My "Learnings"
Interested in
working together?
Let's bring your vision to life
Get in contact with me