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03 / EXECUTION / AGENTIC WORKFLOWS

From a useful answer
to a controlled action.

AI-assisted workflows that connect to your business software with validation, approval and recovery built into the design.

support inbox
Order #4821

“My order arrived damaged. Can I get a refund?”

photo_1.jpgphoto_2.jpg
agent run · T-9913
    Approval needed · refunds over £50

    Refund £84.00 to card •• 4242 for order #4821

    Waiting for the agent…

    audit.log

      THE STARTING POINT

      The real work happens after the answer.

      Someone still reviews the document, updates the record and moves the request forward. We build bounded workflows around those steps, with clear rules for when the system should stop and ask a person.

      WHAT WE WORK TOWARDA defined workflow connected to your tools, with observable decisions and controlled side effects.

      assistant · ticket #4821

      Customer says they were charged twice.

      INV-2207 is a duplicate of INV-2198. A credit of £1,240.00 is due.

      • open billing · find INV-2207by hand
      • issue credit note · £1,240.00by hand
      • update ticket · reply to customerby hand
      • who approved the credit?unknown

      answered in 4 seconds4 problems nobody can see

      WHAT THE WORK INCLUDES

      SCOPE IS DEFINED TOGETHER
      01

      Map the actual workflow

      Identify the trigger, decision points, required data, system boundaries and exceptions. Define what successful completion means.

      trigger → 4 decisions → done = record updated
      02

      Connect bounded actions

      Give the system narrow, validated interfaces to the software it needs. Separate read operations from actions that change business state.

      read: 6 tools · write: 2, both validated
      03

      Keep people in control

      Add approval gates, audit trails and recovery paths. Test repeated requests, failed dependencies and uncertain outputs.

      credit over £50 → waits for a person

      12 / 13 caller scenarios passed on the first run, in our open-source reference build.

      WHERE IT FITS

      Recognize the problem?

      Document-to-record workflows

      Extract a proposed update, validate it and route it for approval before writing to a business system.

      Request triage

      Classify incoming requests, gather relevant context and prepare a next step for the responsible team.

      Operations assistance

      Coordinate a bounded process across existing tools while keeping consequential decisions reviewable.

      BEFORE WE TALK

      Good questions.

      Scope your project ↗
      Does every workflow need an agent?+

      No. When rules and steps are known, ordinary automation may be the better fit. Use model judgment only where the task benefits from it.

      Will it take actions without approval?+

      That is a design decision, not a default. We define which operations can run automatically, which require approval, and which the system must never perform.

      What if a tool fails halfway through?+

      We design explicit failure states, retry rules and recovery steps. Actions that can be repeated accidentally need special handling to avoid duplicate effects.

      Bring us the problem. We'll work through the system.

      Your next
      hard problem.↗