Department Workflows
Agents are most valuable inside a clear workflow. When your team defines how work should flow, an agent can assist at the right moments instead of ad hoc.
#The assist-review-approve loop
1
Trigger
Work arrives or is due.
2
AI assists
Drafts or analyzes.
3
Human reviews
Checks and edits.
4
Approve
Work moves forward.
Automations can invoke agents
Where you have set up automations, they can hand a step to an agent to draft or analyze, then route the result to a person for approval. See the Automation Engine for how triggers and approvals work.
#Designing a workflow that uses AI well
- Write down how the work should flow before adding AI.
- Insert AI at the drafting and analyzing steps, not the deciding steps.
- Keep an explicit approval before anything customer-facing.
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