Does the agent make every decision on its own?
No. The workflow can include approval points and human handoffs for ambiguous, sensitive or consequential decisions.
Automation — Operations
Operations Automation
Work moves between people and systems automatically — approvals, handovers, records and status updates.
Trigger
A job, order or request is created
The journey
Step by step, in the open.
Step 01
Intake
Request captured in a standard format.
Step 02
Route
Sent to the right owner or queue.
Step 03
Approve
Approvals requested and tracked.
Step 04
Execute
Work progresses with status visible.
Step 05
Record
Completion logged and reported.
Connected systems
Internal toolsEmailSheetsBusiness software
Outcome
Less chasing, fewer dropped handovers.
Runs on
Software this automation connects to.
Common questions
Designing a dependable handoff.
Can this automation connect to our current tools?
Connections depend on provider APIs, account access and data rules. Those are checked before an integration is included in the agreed scope.
What happens when the workflow cannot complete a task?
Exceptions can be routed to a team member with the available context. The routing and notification rules are defined during implementation.
15 — Start
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