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AI-Powered Workflow Automation

An event-driven operational automation system that uses AI to classify, route, and pre-validate incoming work requests — replacing manual triage with intelligent, auditable, two-tier review pipelines.

Built entirely within a cloud data warehouse (no external compute), this architecture demonstrates how to combine change data capture, AI classification, scoring-based routing, and automated issue validation into a fully autonomous operations pipeline.


The Problem

Operational teams drown in incoming requests: IT tickets, change requests, service inquiries, data issues. Each one needs to be:

  1. Classified — What type of request is this? What system does it affect?
  2. Prioritized — Is this urgent, or can it wait?
  3. Routed — Who should handle this? Which specialist has the right expertise?
  4. Validated — Is the reported issue real? Can we confirm it before assigning someone?
  5. Tracked — What's the status? Who's responsible? Is it done?

Today, this triage is manual — a senior team member reads each request, mentally classifies it, picks an assignee based on institutional knowledge, and tracks progress in their head or a spreadsheet.

The result:

  • Inconsistent routing (depends on who's triaging that day)
  • Delayed response (waits for a human to read and classify)
  • No data on routing accuracy (was the right person assigned?)
  • Senior talent spent on triage instead of problem-solving

Architecture

┌─────────────────────────────────────────────────────────────────┐
│                     Source System (ITSM/Ticketing)                │
│               Incidents · Change Requests · Service Tasks         │
└──────────────────────────┬──────────────────────────────────────┘
                           │ ETL (periodic sync)
                           ▼
┌─────────────────────────────────────────────────────────────────┐
│                  Data Warehouse (Landing Table)                   │
└──────────────────────────┬──────────────────────────────────────┘
                           │ Change Stream (CDC)
                           ▼
┌─────────────────────────────────────────────────────────────────┐
│              Scheduled Task Chain (DAG)                           │
│                                                                  │
│  ┌──────────┐   ┌──────────┐   ┌──────────┐   ┌──────────┐   │
│  │ Classify │──►│  Route   │──►│ Validate │──►│  Notify  │   │
│  │ (AI)     │   │ (Score)  │   │ (AI+SQL) │   │ (Optional)│   │
│  └──────────┘   └──────────┘   └──────────┘   └──────────┘   │
│                                                                  │
└──────────────────────────┬──────────────────────────────────────┘
                           │
                           ▼
┌─────────────────────────────────────────────────────────────────┐
│              Operational Dashboard + Review Queue                  │
│         Architect review · Status tracking · Accuracy metrics     │
└─────────────────────────────────────────────────────────────────┘

Key architectural property: Everything runs inside the data warehouse. No external services, no additional infrastructure, no API keys to manage. The LLM, the task scheduler, the stream processing, and the dashboard all live in the same platform.


Core Design Decisions

1. Event-Driven, Not Polling

The pipeline uses change data capture (streams) rather than polling the full source table. This means:

  • Zero compute cost when nothing is happening
  • Near-real-time processing when new requests arrive
  • No risk of reprocessing old records
  • Natural exactly-once semantics

2. AI Classification with Deterministic Fallback

Classification uses a deterministic-first, AI-fallback pattern:

  • First: pattern matching (subject line prefixes, known keywords) — zero-cost, 100% accurate when patterns match
  • Then: AI classification for ambiguous cases — handles novel phrasing, multi-topic requests
  • This avoids wasting LLM calls on easily-classifiable requests

3. Scoring-Based Routing (Not Rules)

Team member routing uses a weighted scoring algorithm, not hard-coded rules:

  • Config item match: high weight
  • Keyword match: moderate weight per keyword
  • Product line match: moderate weight
  • Highest scorer gets the assignment

This is more resilient than rules because:

  • Adding a new team member = adding their skills to the scoring table (no code changes)
  • Changing expertise areas = updating weights (no pipeline rebuild)
  • Ties are broken deterministically

4. Two-Tier Review (Architect → Engineer)

Every request goes through a senior reviewer before assignment to an implementer:

  • Architect reviews, documents root cause, defines acceptance criteria, and recommends an engineer
  • Engineer receives a structured handoff (not a vague ticket)

This prevents junior engineers from receiving unscoped work and ensures quality documentation.

5. Automated Issue Validation

For data-related requests ("this report shows wrong numbers"), the system:

  • Uses AI to generate a validation query based on the issue description
  • Executes the query to confirm/deny the issue exists
  • Attaches the validation result to the review record

This eliminates "phantom issues" (tickets where the user was wrong) before they consume engineering time.


Architecture Deep-Dives

Document What You'll Learn
Event-Driven Pipeline Stream → Task Chain design, scheduling, idempotency
AI Classification & Routing Classification strategy, scoring algorithm, team routing
Two-Tier Review Model Architect/engineer separation, structured handoffs, state machine

Reusable Patterns

Document What You'll Learn
Feedback Loops How to measure and improve AI routing accuracy over time
Issue Replication AI-generated validation queries, safe dynamic SQL execution

What Makes This "Production" vs a Script

Dimension Script/POC This System
Triggering Manual run or cron Event-driven (stream + guarded task)
Idempotency Re-run = duplicates Every script is CREATE OR REPLACE; fully rerunnable
Failure handling Pipeline stops Exception handling per step; partial failures don't block
Routing logic Hardcoded names Configurable scoring table; no code changes for team updates
Accuracy tracking None Built-in accuracy measurement (predicted vs actual disposition)
Human oversight None Dashboard-first design; architects review before engineers act
Audit trail None Full state machine with timestamps and ownership at every transition

Technology Stack

Layer Technology
Processing Cloud data warehouse (stream + task native)
AI Classification Built-in LLM (no external API)
Routing SQL scoring functions
Validation AI-generated SQL + dynamic execution
Dashboard Native BI dashboard (10-tile operational view)
Notification Optional email integration
Languages SQL (entire pipeline)

Results

  • Eliminates manual triage — classification and routing happen automatically within minutes of ticket creation
  • Structured handoffs — engineers receive documented root cause, affected objects, and acceptance criteria (not vague ticket descriptions)
  • Measurable accuracy — routing accuracy tracked and improvable via feedback loops
  • Zero additional infrastructure — runs entirely within the existing data warehouse platform
  • Fully idempotent deployment — any script can be re-run safely at any time

About

I'm Amar Chatterjee — I designed and built this system to automate operational triage for a finance data engineering team. The architecture eliminates manual classification and routing while maintaining senior oversight via the two-tier review model. The pattern is generalizable to any team receiving structured work requests that need classification, routing, and validation.


License

MIT — see LICENSE for details.

About

Event-driven operational automation: AI classification, scoring-based routing, two-tier review, and automated issue validation — all running inside a cloud data warehouse.

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