Ravical, the organisational AI platform for full-service accounting and tax firms, is introducing Workflows: a way to lock in how a firm actually works, so the process runs the same regardless of who is running it.

Ask ten advisers how they prepare for their annual meeting with a client, and you will get ten different answers, even inside the same firm. Before Workflows, that same gap showed up inside Ravical too. Ask the same question on a different day and you could get a slightly different answer, depending on how you prompted it that specific time. Ask two different advisers and you get two different approaches, because each one works a slightly different way. And when someone did find the right way to do something, there was no easy way to turn that into how the whole firm does it.

Workflows fix that. Define the steps, the context the agent needs, and the output it should produce, once. From that point the workflow runs the same way for whoever uses it, on any client, without depending on how well that person can prompt.

"Turn into workflow" turns a good result into a repeatable one. Most workflows start the same way: a long chat with the agent, working through a task step by step, until it lands on exactly the right outcome. That chat is the perfect example. Select "Turn into workflow" on it, and the workflow builder reads through the conversation to write the instructions itself.

Output templates keep the result consistent. Attach a template built from a Word document, PDF, or slide deck the firm already uses, and every run of that workflow produces the result in that exact structure, whoever ran it and whichever client it was for.

Ravical suggests the workflow before anyone has to look for it. Type an ordinary request into the chat box on the home page or a client page, no need to find the workflow first. If it matches one the firm has already codified, Ravical recognises that and offers to run it, rather than improvising a fresh answer from scratch.

A workflow gets built together, then shared once it is ready. Colleagues with build access can view and edit the instructions behind a workflow and help test it before it goes live. Once it is published, colleagues with run access can use it without seeing or changing what is behind it. Nothing is shared with either group until the person building it chooses to publish.

"The thing we hear most often from firms is watching someone brilliant leave, and watching their way of doing things leave with them. That's the problem we actually built Workflows to solve. Once someone builds one, it stays with the firm, not just with the person who figured it out." - Benjamin Vandermarliere, Chief Product Officer.

The firm's expertise stops being rationed by one person's calendar

A firm's best process has always lived with whoever figured it out first, available only when that person is. Workflows change what happens to it once it exists. Publish one and it is available to every adviser with access, not just the person who built it. Client context, firm expertise, and process all start accumulating in the platform instead of in one person's head.

That is what organisational AI means in practice at the level of a single task: not one adviser working faster with a personal AI tool, but the whole firm getting more capable as its workflows compound. Ravical already spots the work that needs to happen across a firm's client base. Workflows are what make that work repeatable at the firm level rather than dependent on who happens to be available. A workflow can run because Ravical spotted the trigger itself, or because an adviser started it directly from a client, and either way nothing reaches the client without an adviser reviewing it first.

Workflows are available as of today for all Ravical users on the Organisational AI Plan. Contact your Customer Value Manager to discuss access.

Not yet a customer? Join our upcoming webinar to discover Workflows

Sep 10: Webinar in Dutch
Sep 15: Webinar in English