Andy Surtees ✓
Building GloriaMundo in the North East of England — AI workflow automation with Glass Box safety.
Work with Andy Surtees — Founder of GloriaMundo. I build the workflows behind it.
Workflows in the library
Policy Schedule Check and Despatch
Manual, closed-loop review of pasted policy-schedule facts against pasted despatch rules, producing internal draft outputs for authorised insurance-professional review without external connections or actions.
Policy Renewal Cycle
Reviews pasted, verified renewal material against supplied handling rules and produces cited internal review artefacts without accessing external systems or taking insurance or communication actions.
Mid-Term Adjustment Intake
Creates a facts-only, cited mid-term adjustment intake summary and handoff pack from pasted request details, policy context and approved handling rules. It takes no external action and leaves all insurance decisions and downstream work to authorised professionals.
Complaint Acknowledgement and Resolution Tracker
A manual, closed-input complaint review workflow that analyses only pasted verified facts and approved rules, then prepares clearly labelled internal registers, drafts, trackers and review checklists without contacting anyone or taking external action.
Claims First-Notification-of-Loss Intake
Manual, closed-loop FNOL intake workflow that reviews only pasted loss-notification facts, policy context and approved intake rules, then produces a cited, clearly bounded handoff pack for authorised insurance professionals. It makes no external connections or claim decisions.
Claim Status Client Update Cycle
A manual, closed-loop claim-status review using only pasted verified records, client context and approved update rules to prepare factual, review-only materials for authorised insurance professionals.
Certificate of Insurance Fulfilment
A manual, evidence-bound preparation workflow that compares pasted certificate request facts, verified policy evidence and fulfilment rules, then produces cited draft working materials for authorised insurance review without issuing, sending, storing or attesting to a certificate.
Annual Portfolio Review Pack
Creates a source-cited annual portfolio review pack using only pasted policy facts, client updates and review rules, with all regulated judgement and action reserved for authorised insurance professionals.
Vendor Contract Tracker
Analyses only pasted, verified contract-register facts, obligation updates and tracking rules to produce a cited status register, upcoming-action list and human review checklist. It does not access or change external systems.
Invoice Generation and Delivery
A manual, human-controlled workflow that uses only pasted, verified billing facts to prepare a clearly labelled draft invoice package for authorised finance review. It performs no external connections, delivery, storage, numbering, accounting updates or other external actions.
Expense Approval Workflow
A manual, human-controlled review of pasted expense claims against a pasted policy and approval context. Produces evidence-based draft recommendations, supported totals, a draft approval register, and an authorised-review checklist without taking external action.
Ticket Sales Daily Digest
Manually reviews pasted, verified ticket-sales records against pasted event targets and reporting rules, then produces a cited daily digest, exception list and human review checklist without connecting to or acting on external systems.
Registration-to-CRM Sync
Manual, read-only reconciliation of pasted registration records against a verified CRM export using only pasted sync rules. Produces a cited review pack for an authorised operator and takes no external action.
Post-Event Follow-Up Pipeline
Analyses only pasted attendee records, verified event notes and supplied follow-up rules to produce cited, draft-only follow-up materials for authorised human review. It performs no lookups, enrichment, communication or external action.
Morning Briefing with Email and Calendar
Turns pasted, verified email and agenda summaries into a cited morning brief, a provisional prioritised checklist and human-review notes without connecting to external systems or taking action.
Parent-Teacher Consultation Scheduler
Uses only authorised staff’s pasted consultation requests, availability windows and scheduling rules to produce a cited proposed timetable and review materials. It makes no bookings, sends no communications and takes no external action.
Learning Resource Curator
Reviews pasted resource records against educator-supplied learning context and curation rules, producing an evidence-bound shortlist, exclusion rationale and educator review checklist without external access or action.
Assignment Reminder System
Analyses pasted assignment records against supplied schedule rules and produces a cited, prioritised reminder schedule, draft messages, and an educator review checklist. It does not connect to or act on external systems.
Low Stock Alert and Reorder
Reviews pasted stock data, purchasing rules and supplier constraints to produce cited low-stock recommendations and human approval materials without taking external action.
Survey Results Analyser
Analyses pasted survey responses using supplied context and rules, producing a cautious, traceable findings brief and human review checklist without external connections or actions.
Lead List Enrichment
Manually matches separately supplied, verified evidence to pasted lead records under user-supplied rules. Preserves every original catalogue value, adds only evidence-supported fields with citations, and returns an auditable enriched table plus a human verification checklist. No external systems or actions are used.
Invoice Data Extractor
Extracts schema-aligned, source-cited invoice data solely from pasted, verified text for mandatory human review. It performs no fetching, storage, approval, payment or external action.
Voice of Customer Themes Digest
Manually analyses only pasted, verified customer feedback and produces a cautious, evidence-based digest for human review without fetching data or taking external action.
SLA Breach Alert
Manual, human-controlled SLA assessment using only pasted timing records, case context and policy. It validates supplied facts, calculates service time, identifies ambiguity and prepares internal drafts for authorised staff review without taking external action.
Workflows in the library are reviewed by the GloriaMundo team before they appear here.