Nanonets Platform:Workflow Orchestration

Your business logic,
in every agent you run

Nanonets captures the context, rules, and structure other agents can't, passing them what they need to act reliably.

AP Invoice WorkflowRunning
4 of 5 steps
Invoice receivedNanonets

Acme_Invoice_84291.pdf · $4,890

Extract and validateNanonets

Vendor · Amount · PO ref · GL code · all matched

Post to SAP: create POSAP Joule
// passing to joule
{
vendor: "Acme Corp",
amount: 4890.00,
po_ref: "PO-2024-0441",
gl_code: "6200-AP"
}
4
Receive PO confirmationNanonets

Waiting for Joule response

5
Mark completeNanonets

Close workflow and archive

How it works

Receive, structure, orchestrate, close

01

Document or trigger arrives

Nanonets receives the initiating event. An invoice from a vendor, a purchase order from a customer, an inbound request from any channel. The workflow starts here.

02

Extract and structure

Before anything is passed downstream, Nanonets reads the document, extracts every relevant field, and validates it against your context graph. Downstream agents get clean structured data, not a PDF.

03

Pass to the right agent

At the step you define, Nanonets passes structured data and instructions to the appropriate external agent. SAP Joule to post to the GL. Salesforce to create the order. Any agent, any step.

04

Receive and close

Nanonets receives the result, validates it, and completes the workflow. If something fails or stalls, it knows. The loop closes here, not at the external agent.

Agents it connects with

Works with the agents you already have

SAP Joule
ERP

Pass validated invoice data directly to Joule for PO creation, GL posting, and three-way match. Nanonets extracts and structures it. Joule executes in SAP.

PO creationGL postingThree-way matchVendor onboarding
Salesforce Agentforce
CRM

Route extracted order data to Agentforce to create opportunities, update accounts, or trigger quote generation. Structured fields from Nanonets, CRM actions from Agentforce.

Order creationQuote generationAccount updatesOpportunity routing
Microsoft Copilot
Productivity

Trigger Copilot to draft summaries, generate emails, or update Teams channels based on what Nanonets has extracted and validated from inbound documents.

Email draftsDocument summariesTeams notificationsCalendar events
ServiceNow
ITSM

Pass structured data to ServiceNow to create incidents, update CMDB records, or trigger change workflows, all at the right step in the process.

Incident creationCMDB updatesChange requestsAsset tracking
Any agent with an API
Custom

If it exposes a REST endpoint or a tool-calling interface, Nanonets can pass data to it and receive results back. Connect internal agents, third-party platforms, or anything else your process runs through.

REST APITool-calling interfaceWebhook receiverAny HTTP endpoint

Why Nanonets as the layer

Incoming data. Outgoing intelligence.

Captures what documents don't say explicitly

Context graphs encode the business rules behind your documents. When an invoice arrives, Nanonets doesn't just extract fields. It validates them against your GL codes, vendor rules, and approval thresholds before passing anything on.

Other agents get intelligence, not raw data

SAP Joule and Salesforce don't receive a PDF to figure out. They receive structured, rule-checked data that's already been validated against your business logic. The difference between a clean handoff and a failed process.

Business rules travel with the data

The logic Nanonets captures (approval thresholds, vendor hierarchies, matching rules) gets encoded and passed alongside the data. Downstream agents don't need to re-derive what your process requires.

Activates agents at the right moment

Not every agent needs to run at step one. Nanonets sequences the calls: extract first, validate against your rules, then pass to Joule or Agentforce only when the data is clean and the conditions are met.

Reliable by design

Every handoff is structured. If a downstream agent returns an error or stalls, Nanonets knows. The workflow doesn't complete until it actually completes.

Extends agents you've already built

Nanonets doesn't replace SAP or Salesforce. It makes them more useful by giving them better inputs: structured, validated, context-rich data they couldn't have generated on their own.

See it run on your process, with your documents.

Start free. No credit card. Or talk to our team about your workflow.