Is this a good fit?
Teams work across several tools but can define permitted searches, outputs, reviewers and stopping conditions.
When to improve the process first
Use a simpler rule-based workflow when inputs and decisions are predictable. An agent adds no value merely by being autonomous.
Recurring work this can handle
- Search approved files and prepare an internal brief
- Coordinate queries, checks and draft preparation for a task
- Record each result; stop when evidence or permission is missing
What design starts with
A defined task and result, permitted systems and sources, and agreed limits on steps, cost and human approval.
Confirm access and review for your project.
These are workflows we can design. Sources, connections, fields, permissions and human review are agreed before implementation and acceptance. They are not a list of ready-made connectors.
Not sure this fits your business?
Steps from source material to result
- 01Receive a business request
- 02Organize fields using rules
- 03Route exceptions to a person
- 04Update records after approval
Tools, permissions and write operations are agreed per project.
- 01
Receive the task and check scope and access
- 02
Query permitted sources; apply rules or AI as needed
- 03
Present results, evidence and proposed actions for review
- 04
Execute approved steps; record outcomes and unfinished items
Inputs your team provides
- A business request, current references and completion criteria
- Tool permissions, execution limits, reviewers and stop rules
Outputs your team can inspect
- A testable task workflow with results and source references
- Review points, operating guidance and exception records
Where judgment stays human
AI cannot expand its own access. Conflicting evidence, tool failure or an out-of-scope request stops the task. External messages, payments and irreversible changes require explicit authorization.
How to judge whether it works
Use representative tasks to check results, sources, escalation and recovery. Record human corrections, elapsed time and operating cost.
Order readiness: collect sources and open questions.
Workflow illustration · Fictional data
- What starts it
- Fictional example: a salesperson asks whether an order has complete specifications, packaging requirements and current milestones.
- The intended path
- Query approved order sheets and product folders. Check required fields with rules and summarize written requirements with AI. Produce a source-backed internal brief, missing items and tasks for review.
- When it needs a person
- Conflicting sources, failed tools or a need for unapproved access stops the task with an explanation. An unfinished task does not permit broader access or external contact.
- How to check it
- Test normal tasks, misleading documents and tool failure. Check source support, execution limits and that a stopped task cannot resume on its own.
Questions, answered
Practical questions before committing to a project.
Does every workflow need an agent?
No. Rules are easier to inspect for predictable tasks. Use AI for interpretation only where its output can be evaluated and controlled.
Can an agent access all our systems?
Access should be limited to the approved task. Tools, data, write permissions, execution limits and review points are agreed before implementation.