AI · AUTOMATION LIBRARY

20+ pre-built trade workflows. Deploy in one click.

Every trade operator solves the same problems. Margin slipping on a VIP order. Supplier cert expiring. LC documents missing 7 days before expiry. Cold-chain excursion at 3 AM. Customer's order frequency declining. The Automation library codifies the 20+ most-used patterns as ready-to-deploy workflows — modelled on patterns EDMA Group runs internally today, deployable in one click, customizable in Bot Studio's plain-English builder.

Book a demoBrowse the library →

Pre-built workflows20+7 categories · live in workspace
Deploy timeone clickActive agent in < 60 seconds
Customizationplain EnglishEdit triggers + guardrails in Bot Studio
Updated3/monthPromoted from real customer Bot Studio agents

LIBRARY · LIVE WORKSPACE VIEW

Twenty trade workflows. Deploy any one in a single click.

Each card is a workflow drawn from patterns EDMA Group runs internally today. Click deploy and the agent is live in the workspace with default triggers, guardrails and channels. Click into Bot Studio and you can rewrite any part of it in plain English.

Each card is a real workflow shipped in v3 with its own trigger, action set, guardrails and audit chain. Customer percentages reflect TradeOS workspaces with the workflow active in April 2026.

FULL LIBRARY · v3 · APRIL 2026

All 20 workflows, organized by category.

Every workflow is named, scoped, and published with its typical customer percentage. Nothing is a "could be built" or "on the roadmap" — these are live in workspace today, with a default trigger, action chain, and guardrails. Customize any part of any one in Bot Studio.

OperationsOrder, production, exception, reorder, escalation.5 workflows
LB-01

Margin Slip Watch

Flag orders whose margin trends below threshold.

launch-readydeploy →
LB-02

Production Delay Cascade

Supplier reports delay → ripple through affected orders + shipments.

launch-readydeploy →
LB-03

Order Amendment Routing

Route customer amendment requests to the right approver based on impact.

launch-readydeploy →
LB-04

Multi-Source Reorder Trigger

Inventory drops below threshold → generate POs to alternate suppliers.

launch-readydeploy →
LB-05

VIP Order Escalation

VIP customer order hits exception → immediate escalation chain.

launch-readydeploy →
FinanceLC chase, AR, FX, invoice verification.4 workflows
LB-06

LC Document Chase

Monitor LC docs · auto-remind supplier + forwarder at T-14 / T-7 / T-3.

launch-readydeploy →
LB-07

AR Overdue Alerts

Customer late > N days → draft chase, escalate to sales after reminders.

launch-readydeploy →
LB-08

FX Exposure Watch

Unhedged FX exposure exceeds threshold → alert treasury + propose hedge.

launch-readydeploy →
LB-09

Invoice Verification

Supplier invoice received → match to PO + flag discrepancies.

launch-readydeploy →
ComplianceCert calendar, jurisdiction sweep, sanctions re-screen.3 workflows
LB-10

Supplier Cert Calendar

Watch cert expiry · alert at T-30 / T-14 / T-7 · block new POs at T-0.

launch-readydeploy →
LB-11

Jurisdiction Compliance Sweep

Quarterly review of regulatory changes by destination jurisdiction.

launch-readydeploy →
LB-12

Sanctions Re-screening

Periodic re-screening of all counterparties against updated lists.

launch-readydeploy →
Customer SuccessChurn signal, anniversary, tier auto-adjust.3 workflows
LB-13

Customer Churn Signal

Detect declining order frequency, payment delays, communication tone shift.

launch-readydeploy →
LB-14

Customer Anniversary Watch

Flag relationship milestones for the sales team.

launch-readydeploy →
LB-15

Customer Tier Auto-Adjust

Re-tier customers on rolling 12-month spend + behavior.

launch-readydeploy →
ProcurementSupplier scorecard, audit calendar.2 workflows
LB-16

Supplier Performance Review

Monthly auto-generated scorecard per supplier — OTD, defect rate, response.

launch-readydeploy →
LB-17

Supplier Audit Schedule

BRC / IFS / SQF / ISO audit calendar with reminders.

launch-readydeploy →
LogisticsFreight cost spike, ETA slip cascade.2 workflows
LB-18

Freight Cost Spike Watch

Monitor freight cost vs plan on VIP routes; alert + draft customer note.

launch-readydeploy →
LB-19

ETA Slip Cascade

Shipment ETA changes → ripple to customer notifications + warehouse.

launch-readydeploy →
QualityCold-chain excursion handling for regulated industries.1 workflow
LB-20

Cold-Chain Excursion Triage

Datalogger reads outside spec → immediate QA notify · lot quarantine · customer draft.

launch-readydeploy →

HOW IT WORKS

One click to deploy. Plain English to customize.

Choose a template from the library. Open it in Bot Studio to adjust the trigger, recipients, guardrails or channels in plain English. Deploy as an active agent. Full audit chain on every action; edit any time.

STEP · 01

Choose

Open the library. Scroll or filter by category. Read each card's description, the deployment count, and the typical customer profile. You're seeing what your peers run, not a marketing menu.

STEP · 02

Customize

Bot Studio opens with the template pre-loaded. Trigger, action, guardrails, channels — adjust each in plain English. Alert procurement and the GM at T-7. Block new POs from this supplier at T-0.

STEP · 03

Deploy

Active agent in workspace. Audit chain on every action — who was notified, what was sent, what the operator approved. Edit any time in Bot Studio; new logic applies forward.

BUILD YOUR OWN

Need something custom? Bot Studio takes any library workflow as a starting point.

The library covers the 20+ patterns most operators need. For anything else, Bot Studio is the plain-English builder. Start from a library template (closest match), customize in plain English, deploy.

The library is the floor. Bot Studio is the ceiling. Most operators run a mix — half the library deployed as-is, half forked into Bot Studio variants that match their own SOPs.

Open Bot Studio →Talk to a builder

Trigger source
12 library triggers
→ any workspace event in Bot Studio
Recipients
named roles
→ any contact + condition
Guardrails
caps · windows · roles
→ custom rules in plain English
Channels
email · Slack · WA · SMS
→ any connected endpoint
Approval flow
1-step approve / reject
→ multi-tier per amount + role

Library defaults shown in gold. Anything to the right is the same workflow, customized in Bot Studio.

ALWAYS GROWING

New workflows added monthly. Promoted from EDMA Group's internal Bot Studio use.

EDMA Group tracks the patterns built in Bot Studio across its own internal use. The most common Bot Studio agents will be promoted to library workflows once public v1 ships — packaged, hardened, audited, made deployable in one click for everyone.

Library v120+ workflowsPatterns proven across EDMA Group entities · growing monthly
Promotion pathMonthly cadenceThreshold: pattern proven across EDMA Group entities over 30+ days
SourceEDMA GroupInternal Bot Studio use · promoted once patterns prove across entities
Request a workflow→ Product[email protected] · prioritized monthly

Pipeline · May 2026

Summer 2026
· launch target

Sustainability Cert Sweep

For B Corp / Fair Trade / GLOBALG.A.P. operators. Watch certification renewal calendar, validate supplier compliance, generate annual disclosure pack.

beta · EDMA Group entities
Summer 2026
· launch target

Multi-Tier Approval Routing

For enterprise customers. Multi-step approval chains per amount + counterparty + entity, with timeouts and delegation paths.

beta · EDMA Group entities
Apr 2026
· promoted

FX Exposure Watch

Promoted from Bot Studio · pattern proven across EDMA Group entities over 60+ days. Now LB-08, deployable in one click.

live · LB-08
Mar 2026
· promoted

Invoice Verification

Promoted from Bot Studio · EDMA Group internal use · 3-way match (PO + invoice + GRN) hardened into LB-09.

live · LB-09
Jun 2026
· in queue

Demurrage & Detention Recovery

Watch container free-time clocks; auto-draft carrier dispute when D&D charged in error. EDMA Group running Bot Studio variants today.

queued
Jun 2026
· in queue

Customer Onboarding Pack

Generate KYC + sanctions check + credit limit proposal + trade-reference pack on first order > threshold.

queued

ADVANCED PATTERNS

Library workflows can chain. Multi-step sequences are first-class.

Three workflows you might already have running can compose into a fourth — a single Bot Studio agent that ties them together. The library is the floor; chained workflows are how operators build the second layer of automation on top of it.

Not in the library by default. One Bot Studio agent away — and ~3 of these get promoted to the library every month.

TRUST ARCHITECTURE

Library workflows inherit suite-wide trust.

Nothing in the library bypasses the controls that govern the rest of the AI suite. Every deployment is configurable per workspace, audited per action, and constrained by the same guardrails the operator already trusts elsewhere.

T · 01

Approval workflows

Configurable per deployment. One-step approve/reject by default; multi-tier per amount, role, or counterparty.

per deployment
T · 02

Full audit chain

Every workflow action — who triggered it, what was sent, who approved it, what changed — logged and exportable.

SOC 2 · ISO 27001
T · 03

Guardrails

Daily action caps, time windows, content rules, recipient allow-lists. Set at deploy; tunable in Bot Studio.

caps · windows · rules
T · 04

Multi-provider

Workflows draft against operator-configured providers. Local Gemma fallback for offline / regulated environments.

Anthropic · OpenAI · Gemma
T · 05

ZDR by default

Zero-data-retention enforced on every commercial provider EDMA routes through. Customer data does not train external models.

ZDR · enforced

VS. ALTERNATIVES

Trade workflows, not generic SaaS templates.

The honest comparison against the obvious alternatives. Zapier and n8n have huge libraries, but they're generic. The Automation library is small on purpose — every workflow is trade-specific, customer-tested, and chained to the operational graph.

CapabilityAutomation libraryEDMA · trade-nativeZapier templatesgeneric SaaS automationn8n communityopen-source workflowsMake.com templatesscenarios marketplaceCustom devinternal eng build
Trade-specific workflows (LC, FX, cert, cold-chain, freight)✓ all 20if you build them
Live operational graph as context (orders, shipments, comms)model-specific
Plain-English customization (vs node-graph editor)✓ Bot Studio
Composable — workflows chain into sequencespaths beta
Customer-tested (published "used by X% of customers")✓ on every cardstars onlyinstalls only
Monthly additions promoted from real customer patterns✓ ~3 / monthcommunity
Approval workflows + guardrails per deployment✓ on every workflowenterpriseDIYenterpriseif you build
Full audit chain (who · what · when · approver · source)history logexecution logexecution logif you build
Deploy time · click → activeinstant~ 10–30 min setupself-host + config~ 10–30 min setupweeks → months

FAQ

Five questions buyers ask first.

If you have a sixth, we'd rather answer it on a call than write it here.

Yes. Every workflow opens in Bot Studio with its full plain-English description, triggers, actions, and guardrails visible. Edit any part. Nothing about a library workflow is a black box — it is a Bot Studio agent that EDMA has packaged, hardened, and made deployable in one click.

Bring three workflows your team runs manually today. We'll deploy them on the call.

Book a 30-minute demo. Tell us three things your operators currently chase by hand — cert expiries, LC docs, freight spikes, AR follow-up, whatever. We'll find each one in the library, deploy them into a sandbox workspace, and you'll watch them fire against last week's data.

Book a demoOpen Bot Studio →

See pricing →

Automation library — 20+ pre-built trade workflows, deploy in one click | TradeOS