Champ AI
Workflows & Cases

Workflows run the work. Cases keep it on the record.

Workflows automate repeatable processes. Cases track each run with status, ownership, approvals, exceptions, and a complete audit trail from start to finish.

What it does

Built to run in production, not once.

A workflow is the automation; a case is the work moving through it — both built for the messy reality of operations.

01

Visual node graph

Actions, decisions, integrations — with real control flow.

  • AI reasoning, code, API calls, and browser actions as nodes.
  • Branches, loops, and sub-workflows for logic that isn't a straight line.
  • Triggered manually, on a schedule, by webhook, or by a case update.

02

Cases

Structure for every piece of work moving through.

  • A typed attribute schema and status lifecycle for each item.
  • An append-only event log gives every case a full audit trail.
  • Sync cases in from ticketing systems and inboxes, or create them over REST.

Workflow → cases → audit

Work moves through as cases you can track.

From trigger to write-back, every item that runs is structured and on the record.

Book a demo
1

Build the workflow

A visual node graph of AI reasoning, code, API calls, and browser actions — with branches, loops, and sub-workflows.

2

Run work as cases

Every item flows through as a case with a typed schema and status lifecycle, synced from your ticketing systems, inboxes, or the API.

3

Everything on the record

Each run captures the graph as it was, with an append-only event log — so later edits never rewrite history.

Where it runs

Cloud by default. Inside your network when it has to be.

  • Cloud by default

    Isolated cloud sessions, screenshot-recorded and replayable by default.

  • VPC / on-prem

    The same runtime deploys inside your network for regulated buyers — HIPAA, SOC 2.

  • Per-run isolation

    No cross-contamination between workflows or tenants.

  • Scoped vaults

    Per-workflow encrypted credential storage, never written to logs.

What you can automate

Workflows teams run on Champ every day.

A sample of the operational jobs our customers automate end-to-end.

Provider credentialing

CAQH ProView, NPPES, state licensing boards, payer enrollment.

Insurance eligibility

Availity, Navinet, payer portals — pull benefits, copays, prior-auth status.

Claims follow-up

Check status across payer portals; trigger follow-ups on denials.

State agency portals

50+ tax, unemployment, and labor agencies - status checks and filing confirmations.

Price monitoring

Track competitor pricing across e-commerce and marketplace sites.

Invoice reconciliation

Pull invoices and tax docs from vendor portals; match to ERP.

FAQ

Questions ops leaders ask first.

You have more questions?

Send us an email

Do the work of fifty
without hiring one more.

Eligibility
Verification
Claims
Payroll
Carrier check-in
Patient intake
Benefits
Credentialing
Credentialing