Service 02
Agentic workflow automation
We rebuild back-office processes as workflows. Fixed steps stay as code, agents handle the steps that need judgment, and people approve the exceptions.
In one paragraph
An agentic workflow is a process where fixed rules run as code, a model handles the steps that need reading or judgment, and people approve the cases the rules do not cover.
Deliverables
What you get
- 01 A process map with volumes, handling times and the workarounds people use today
- 02 The workflow in code, with each step marked as rule, model or person
- 03 Approval points and an exception queue that shows the case, the sources and the agent's reasoning
- 04 Integration with your systems of record
- 05 Weekly reports on cycle time, straight-through rate, accuracy and cost per case
Where it fits
Typical use cases
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Document intake
Classifies claims, applications and contracts, extracts the fields and routes each case to the right queue.
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Order and invoice processing
Reads orders and invoices in any layout, checks them against master data and posts the clean ones.
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Customer onboarding and KYC
Collects documents, checks them against your policy and sanctions lists, and prepares the file for a compliance officer.
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Month-end reconciliation
Matches transactions across systems, explains the breaks it finds and drafts the journal entries for review.
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Contract review
Compares incoming contracts with your playbook and marks each clause that needs a lawyer.
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Questionnaires and RFPs
Drafts answers to security questionnaires and RFPs from approved sources, with a citation for each answer.
How we work
Not every step needs a model
A typical back-office process has 20 to 40 steps. Most of them are rules: look up a vendor, check a threshold, write a record. A few need judgment: read a scanned document, decide which policy applies, write to a customer.
We keep the rules as code and put a model only where judgment is needed. The result is a workflow that is cheaper to run, faster, and easy to explain to an auditor.
How we build it
- Map the process as it runs today, including the spreadsheets, side emails and workarounds.
- Mark each step as rule, model or person. Then estimate the volume and the error cost at each step.
- Build on a durable workflow engine, so long-running cases survive restarts, retries and approvals that take days.
- Add the exception queue before the automation. People must be able to see and fix every case the system cannot finish.
- Run old and new side by side on the same cases until the numbers agree.
What you get each week
A short report with cycle time, straight-through rate, error rate and cost per case. Each week also shows the cases that went to people and why. That list tells us what to automate next.
FAQ
Questions about agentic workflows
Why not let one agent run the whole process?
Most processes are mostly rules. Rules in code are cheaper, faster and easier to audit than a model that has to follow them. We use a model only where a step needs reading, judgment or language.
What happens to cases the workflow cannot handle?
They go to an exception queue. A person sees the case, the source documents and what the agent found, then decides. Each decision becomes a test case for the next release.
Do you replace our current automation tools?
Not by default. If you already run a workflow or RPA platform, we add the model steps to it where that works and replace only the parts that block the result.
Related
Often combined with
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Service 01
AI agents in production
We design, build and run AI agents that work inside your systems. They read, decide, call tools and hand the case to a person when a rule says so.
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Service 07
Evals, security and AI governance
We measure whether your AI systems work, test how they fail and document them for auditors, with evals, red-team tests, tracing and compliance mapping.
Tell us which process you want to hand to an agent
A 30-minute call with an engineer. We will tell you whether an AI system is the right tool for it, and what it would take to run it in production.