Your agents,
working together.
Automate the multi-step work your team repeats every week. Configure a workflow once - Kuvai runs it on schedule, grounded in your Knowledge Hub, delivered to the right people without manual effort.
Active Workflows
4 scheduledRuns This Month
31
^ 8 vs last month
Active Workflows
4
All healthy
How It Works
Configure once. Run on autopilot forever.
No automation expertise. No developer. No maintenance. Your workflow runs exactly as configured, every time.
01
Choose a workflow template
Select from pre-built templates - compliance monitoring, portfolio review, document intake, vendor onboarding - or build from scratch. Every template is pre-configured with the right agent chain and output format.
Templates included; zero config needed02
Connect your Knowledge Hub
Link the folder your workflow should reason against - regulatory standards, investment policies, onboarding checklists. The workflow agent reads and reasons from your documents, not from generic training data.
Your data. Your rules.03
Set your trigger
Choose a schedule (daily, weekly, monthly, custom) or an event trigger - a new document uploaded, an email received, or a web monitor detection. The workflow runs automatically when the condition is met.
Time-based or event-based04
Receive the output
Kuvai executes every step in the chain, generates the output - typically a structured PDF - and delivers it to your chosen recipients. Results are also saved to Knowledge Hub for future reference and querying.
Delivered and indexed automaticallyCapabilities
What your Workflow Agent automates
Every workflow is grounded in your Knowledge Hub - running your logic, your templates, and your rules.
01
Weekly compliance monitoring
A compliance agent checks internal policies against regulatory standards every Monday morning, generates a gap report, and emails it to the compliance committee - before anyone gets to the office.
02
Monthly portfolio reviews
Retrieve current holdings, compare against investment policy statements, identify drift and concentration risks, and generate an executive summary PDF - delivered to the investment committee before their monthly meeting.
03
Inbound document processing
When a new document lands in your intake folder, the agent triggers automatically. It processes the document against your templates, extracts key data, and populates a structured intake summary - no manual triage required.
04
Vendor onboarding automation
Check submitted onboarding packages for completeness against your requirements checklist. Send acknowledgements with outstanding item lists or route complete packages for approval - automatically.
05
Recurring report generation
Generate weekly summaries, budget snapshots, vendor reviews, and status reports on a fixed schedule. Every report is grounded in the latest data in your Knowledge Hub and delivered as a formatted PDF.
06
Multi-agent orchestration
Chain Email Agent, Web Monitor, and Workflow Agent together. A web monitor detects a regulatory change -> workflow agent cross-references your compliance docs -> generates an action plan -> emails the legal team. All automatic.
Why Kuvai
Not a flowchart builder. An autonomous agent.
Zapier connects apps. Kuvai thinks through the work.
Simpler than no-code automation
Zapier and Make require you to define every conditional branch. Kuvai workflows use AI reasoning, which means the agent can handle variation and edge cases without you building a 20-node flow for every scenario.
Knowledge Hub grounding
Every workflow step is grounded in your documents. When the compliance agent generates a report, it reasons against your actual policies - not generic regulatory descriptions. The output reflects your specific situation.
Connects your entire platform
Workflow Agent is the orchestration layer that ties everything together. Email Agent feeds documents into Knowledge Hub. Web Monitor adds intelligence from the web. Workflow Agent acts on all of it - automatically.
Outputs your team can use
Every workflow produces structured, professional outputs - PDFs with clear sections, attribution, and recommendations. Not raw AI text. Not a chat transcript. A document your team can open, read, and act on immediately.
Automate your first workflow in the next two minutes.
Create a free account. Your Workflow Agent is ready the moment you sign up.