For Operations Teams
Operations workflows that don't fall through the cracks.
SaaS operations teams use Blocks to automate deal routing, onboarding QA, and SLA escalation — with human approval steps built in where they're needed.
Use cases for operations teams
Deal desk review & CRM close routing
New deal in Salesforce triggers LLM classification, routes to a legal reviewer for high-value contracts, then updates CRM on approval — every step logged.
Customer onboarding QA
New customer onboarding checklist triggers automatically. LLM validates submitted documents, flags missing items, routes exceptions to a human for review.
SLA escalation and tracking
Monitor open tickets against SLA commitments. Blocks escalates to senior operations staff when SLAs are at risk — with full context attached to the Slack notification.
Replace the Slack thread with an auditable process.
When approvals live in Slack threads, they get missed, delayed, and untrackable. Blocks formalizes the process: every approval request has a defined owner, a deadline, and a logged outcome.
Blocks integrates with the tools operations teams already run: Salesforce for CRM, Jira for issue tracking, Slack for notifications.
Start with the workflow your team runs every week.
Most operations teams have their first workflow running within a day.