AI agents · Workflow automation
AI agents for your business workflows.
I design workflows that gather information, use tools and prepare the next step. We define what each agent may do, what requires approval and how your team takes over when an exception occurs.
Where it can help
When the effort sits between one tool and the next.
Copying data, checking several sources and preparing a response can take up a substantial part of the working day. An AI agent can coordinate some of those steps when it needs to interpret information or choose among permitted actions.
I start by reviewing the process. A fixed sequence of rules may be better served by conventional automation. An agent’s flexibility should meet a specific need and be something we can evaluate.
The guide to chatbots, RAG and agents explains the distinction between consulting information and acting through tools.
Workflows we can assess
- Receive a request, check its details, consult a policy and draft a response for approval.
- Gather information from approved systems and prepare an operational summary with links to its sources.
- Extract fields from documents and prepare a record for a person to validate before it is saved.
- Classify requests, identify missing information and propose assignment to the responsible team.
These are illustrative scenarios. Reading or changing a system depends on its interfaces, permissions and access conditions.
Scope and deliverables
Defined actions, clear ownership and a way to handle failure.
The scope distinguishes reading information, preparing a draft and executing a change. Each operation has different permissions, validation needs and consequences. We agree on those conditions before connecting the workflow to your operation.
Multiple agents are considered when separating tasks offers a benefit we can substantiate. The number of agents alone does not determine whether the solution is useful.
What the project can include
- A map of the current process, inputs, outputs and exceptions.
- A tool and operation inventory with access limited to what the task needs.
- A working flow for an agreed task and available integrations.
- Human review before sensitive actions or specified changes.
- Validation, failure handling and a step record for investigating incidents.
- Acceptance checks, documentation and instructions for handling pending cases.
What we measure
Correctly completed work, required corrections, total time including review and cost per case. We also check behavior when data is incomplete, a tool is unavailable or a request falls outside the agreed scope.
How we work
Understand the work before expanding autonomy.
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1. Observe the process
Review authorized examples, systems and decisions. Establish how each exception is handled today.
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2. Define the boundaries
Choose a task and its tools. Mark approval points, responsibilities and conditions for stopping.
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3. Test the workflow
Start with limited access and actions. Evaluate typical cases, failures and review of the results.
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4. Prepare for day-to-day use
Agree on oversight, incident handling and support. Pilot evidence informs the next scope.
If you need to define an opportunity before building, read how to choose your first AI project.
Frequently asked questions
Autonomy that fits the task.
Can an agent send messages or change records without review?
Only within operations that have been explicitly agreed and authorized. We can begin with drafts and leave sending messages or making changes to a person. Expanding permissions requires a review of impact, testing and oversight.
What happens if a tool fails partway through?
I define how the workflow records its state, when to retry and when to hand the case to a person. Operations that change data need controls against duplicate actions during a retry. The implementation depends on what each system supports.
How do you handle instructions inside incoming documents or messages?
External content is treated as information to process, without authority to change permissions or workflow rules. The design limits tools, validates proposed actions and tests inputs that attempt to redirect the task. These controls reduce exposure and need ongoing review.
Can this connect to my CRM, ERP or other tools?
I first review their interfaces, permissions, documentation and test environments. That evidence supports a proposal for feasible operations and identifies limitations. A particular brand or platform does not establish compatibility on its own.
Do I need an agent just to search documents?
If the result is an answer supported by sources, a RAG knowledge assistant may be enough. Adding actions makes sense when the work requires coordinating steps and you can support the associated operating needs.
Describe one task from beginning to end.
Tell me what starts the process, which tools are involved and what the person responsible delivers. That gives us a basis for choosing a first workflow worth evaluating.
To compare opportunities, explore AI strategy and roadmap planning. You can also see all services.