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.
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 is like your smartest coworker — available 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, and knowledge retrieval — 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 and strategist, partnering closely with my tech lead and design team the whole way — from discovery through a rapid, tight iteration cycle.
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
Salesforce
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