Enterprise AI Copilot · Agentic Workflows
Finn — the employee copilot that actually does the work
Most assistants answer questions; Finn finishes the job. It's the smartest coworker on the team — available 24×7, it understands you, your workflows, and your team's knowledge graph, and completes real work across core systems with a human in the loop on anything sensitive.
- 2:00 PM today · 30 min
- 3 attendees · incl. their VP of Operations
- Product usage −18% MoM — churn risk
- Open opportunity: $420K
- Renewal in 45 days
- Last touch 12 days ago
- Asked about volume pricing
- 2 support tickets open
Lead with the usage dip and the 45-day renewal; come ready with a volume-pricing option.
The problem
10,000+ hours lost to work no one should have to do
Employees were spending 10,000+ hours on trivial, repetitive tasks — requesting PTO, filing access tickets, chasing routine approvals. Zoom out and the same pattern repeats across the enterprise: manual workflows, everywhere, quietly taxing every team.
- Cognitive load and constant context-switching across a dozen disconnected systems.
- Slower approvals as routine requests sat waiting in queues.
- Fragmented knowledge islands — the answer existed, but no one knew where to find it.
- New employees hesitated to interrupt a peer for every small question or workflow.
None of it showed up cleanly on a P&L — which is exactly why it had been allowed to persist.
The idea
Finn doesn't describe the steps — it submits, routes, and tracks the request itself, 24×7.
It understands you
Your role, your context, and your history — so the help is personal, not generic.
It knows your workflows
And runs them end-to-end — submitting, routing, and tracking — instead of just describing the steps.
It taps your team's knowledge graph
The policies, docs, and systems that usually live in one person's head, available to everyone, instantly.
What I did
I led Finn from a blank-page discovery to a production copilot that completes real work across WEX's core systems.
Today Finn has been in general availability for over two years, handling real workflows for employees across the company — Workday approvals and PTO, Jira and access requests, expense, knowledge retrieval, and conference-room booking — with a human approving anything sensitive.
Most recently, I led the migration to a managed agent runtime on AWS to extend the copilot's scalability and give it a more robust foundation for the next wave of agents.
I was the product lead: I owned product strategy, the agent UX, and the evaluation framework, partnering closely with an ML platform team of ~6 engineers and our design team the whole way — from discovery through a rapid, tight iteration cycle.
Under the hood
How one request becomes finished work
An orchestrator plans each task and delegates to specialist agents. Reads run automatically; anything that writes to a system of record pauses for a human. Every step is logged and evaluated.
Finn orchestrator
Systems of record
How it connects
One copilot, wired into the systems where work actually happens
Finn's value comes from reach. It completes tasks by acting across the enterprise's real systems of record — not by handing back a link.
Workday
HR approvals, PTO & time off
Atlassian / Jira
Tickets & service management
Jira Forms
Structured service-management intake
Snowflake
Analytics & enterprise data
Dynamics
CRM & customer context
Dovetail
Research & product insights
SharePoint
Policy source of truth
Agents via A2A
Agent-to-agent collaboration
Impact
Real work, finished
Stack
Happy to walk through the real specifics, the agent architecture, and my specific role in a conversation.
Get in touch