Workflow agent

What’s included

• One agreed process with actions in up to 2 systems.
• Permissions, approvals, logs and failure handling defined before launch.

Outside the scope

This is not a universal autonomous business management system. Applicable taxes, hosting, licences, advertising and API usage are separate. One language unless explicitly stated.

Planning

Schedule agreed after confirming scope, materials and access.

Give an AI workflow agent one clear job

Choose one agreed process and specify the actions it may perform in up to 2 systems. Define the source data, the expected output and the point where a person must review or approve an action. The scope is assessed before launch and does not imply that an agent can manage every business process.

What to prepare

Describe a representative task, the systems involved, available API access and the decisions that require human approval. Use non-confidential examples while defining the scope. List what should happen when information is missing or a connected system cannot complete an action.

What to agree before delivery

Permissions, approval points, logging and failure handling must be defined before launch. Agree how the workflow will be tested and how a person can take over. Applicable taxes, hosting, licences and API usage are separate; schedules follow confirmation of scope, materials and access.