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Category
Business Management
Built by
Beam.ai
Catalog automation candidates inside Automation Hub, reading and updating each idea's records to advance intake, scoring, and status work.
Idea intake queue
When a new automation idea reaches Automation Hub, a Beam agent reads the submission fields, checks them against your intake rules, and fills in missing owner, department, or process details where account permissions allow it. It moves complete ideas into the review queue and tags incomplete ones for the submitter. Duplicate or unclear submissions, and anything that overlaps an existing initiative, get routed to a program manager with the matching records attached, so a person decides whether the idea proceeds or merges into work already underway rather than the agent guessing.
Benefit scoring
Automation Hub stores each idea's estimated effort, savings, and reach. A Beam agent reads those figures, applies your scoring formula, and writes the resulting priority band back onto the record so the pipeline stays ordered. When an idea reports savings above a threshold you set, or the inputs look inconsistent, the agent leaves the score unchanged and notifies the automation lead for a manual assessment. Reviewers keep every call on which candidates advance to development, and the agent handles only the arithmetic and record updates behind that decision.
Pipeline status updates
As initiatives move from idea to live automation, Automation Hub tracks each stage. A Beam agent watches for stage changes, reads the current status, and updates linked task lists, owners, and due dates according to your process rules. It posts a short summary to the program channel when an item stalls past its expected date. Stage jumps that skip required approvals, or items missing a documented business case, are held and sent to a coordinator, who confirms the transition before the agent records it and lets the pipeline continue moving.







