Agentic workflow automation

Agentic workflow automation hands a whole process to software agents: they read what arrives, look up what they need across your systems, take the next action, and stop at the points where a person should decide. The processes worth doing this to are the ones that cross four systems and three inboxes before anyone can close them, where the exceptions eat more of the week than the straightforward cases ever do. We map the sequence and the stopping points with the people who run it today, build it against your systems of record, and stay on it afterwards: every action logged, every change re-tested on your own cases, and a monthly report written against the number agreed at the start.

Discuss this use case How we deliver

Fig. 01Use cases

01Finance operations
02Procurement and suppliers
03Onboarding
04Claims and cases
05Compliance and controls

How the system is put together.

What goes in, what the system is allowed to touch, where a person decides, and the number it gets measured on. We draw every system before we build it, which is the cheapest place to have the argument about what it should do.

What actually changes once it is live.

These are the changes we measure. One of them becomes the number in the contract, and the monthly report is written against it for as long as we run the system.

Cases closed in minutes that used to sit overnight
Volume goes up without the headcount going up with it
Every action logged, attributable and reversible
Your people spend the day on the exceptions

What agentic workflow automation gets used for.

Finance operations

Invoice matching, accruals, intercompany reconciliation, expense review and the month-end tasks that always run late. The controller still signs.

Procurement and suppliers

Requisitions triaged, supplier checks run, renewals prepared, and purchase order exceptions chased before they turn into a phone call from the supplier.

Onboarding

A new employee or a new customer needs documents collected, identities verified, accounts requested and somebody kept informed. That work sits across HR, IT and the business, which is exactly why it falls between them.

Claims and cases

Intake, completeness checks, policy lookup, a drafted recommendation and routing. The adjudication stays with the person who is paid to make it.

Compliance and controls

Evidence gathered, control testing prepared, attestations chased, and the first draft of a regulatory return assembled.

From your process to a running system.

01Map the process the way it actually runs, workarounds and exceptions included. That map is usually the first thing a client keeps.
02Agree what each agent may do, what it may touch, and where it has to stop and ask a person.
03Build the integrations into your systems of record, with the narrowest access that does the job.
04Score it on cases you have already closed. You take the go-live decision against that score, and every change afterwards has to clear it again.

Good fit

Best where the rules are clear, several systems are in the loop, and the exceptions are absorbing skilled people you would rather have doing something else.

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FAQ

Agentic workflow automation: questions

Robotic process automation follows a fixed script and breaks the moment an input looks different. An agentic system uses a frontier model to read what has arrived, work out the next step and cope with variation, inside a fixed set of tools, permissions and checkpoints agreed in advance. The practical difference shows up in the exceptions. RPA hands all of them back to a person. An agentic system handles most of them and escalates the rest with its reasoning attached.

Four things hold it. It can only use the tools you have given it and only reach the systems you have opened to it. Consequential actions stop at a human checkpoint. Outputs are checked before they are acted on. And every change, including a new version of the underlying model, has to pass the tests built from your own cases before it reaches production. Every action is logged, so when something does go wrong you can see exactly what happened and undo it.

Yes. We integrate through supported APIs and connectors for platforms such as SAP, Microsoft Dynamics, Sage, Salesforce, ServiceNow and HubSpot, and through secure automation where no API exists. Each agent is given its own identity and the narrowest set of permissions that lets it do the job, so what it can reach stays a decision your security team makes, and can revoke.

Systems that often run alongside this one.

Bring the frontier into production.

Tell us about the process you want to change. We reply within one business day.

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