Find the task your team wants to make easier
Explore planning examples for research, claims, support and shared inboxes. Each brings the useful information, the reviewer and the next decision into view.
Find the guide for your next question
Use the examples to identify a task, then open the guide that helps you answer the next practical question.
Production Guide
Define who uses the result, how it is checked and who handles a problem.
Governance Playbook
Map approval gates, policy checks, and audit evidence to each workflow pattern.
Evaluation Harness
Define the regression coverage and release thresholds each workflow should meet.
Templates & Checklists
Use reusable workflow contracts, control matrices, and launch checklists before build-out starts.
Approval Gates Insight
See where human review belongs so approvals protect risk without slowing operations down.
OWASP Control Insight
Translate framework language into visible workflow controls buyers and reviewers can inspect.
KYC Automation AI Agent
Direct workflow page for regulated research, policy checks, and approval-based escalation.
Claims Intake Automation
See the insurance intake pattern for extraction, triage, and adjuster-ready routing.
IT Helpdesk AI Agent
Review the ticket triage and action-control workflow for internal support teams.
WISMO Automation
Use the retail support pattern for order-status requests, exceptions, and service deflection.
RAG vs Agentic Workflows
Use this comparison when deciding whether retrieval is enough or a tool-using workflow is required.
Pilot-to-Production Benchmark
Use a checklist to decide what the next stage of a pilot needs to prove.
KYC Research Workflow
Workflow blueprint showing controls, auditability, and evaluation for compliance workflows
Illustrative example. Define the baseline and useful result with the team that would review the work.
Discuss this exampleThe work to understand
This workflow models a common KYC research process. The baseline assumes multi-system data gathering, analyst review, and strict audit requirements.
The goal of the blueprint is to show how approvals, audit trails, and evaluation harnesses work together before any production access is granted.
An approach to explore
The workflow orchestrates data gathering across approved sources, compiles a structured summary, and routes it for human approval before any escalation.
- Identify the approved sources an analyst needs for a case
- External data enrichment from approved vendor sources
- Structured case summary generation with citations
- Human approval gates before any case escalation
- Agree which source records and review decisions must be retained
Measures to compare
Checks to agree
- RBAC with analyst/supervisor/auditor roles
- Check that required actions and corrections can be found in the records
- Human approval required for escalation decisions
- Daily evaluation runs against golden test cases
- Review applicable documentation requirements with the compliance team
Tools to evaluate
Claims Intake Workflow
Workflow blueprint of document extraction, triage, and human-in-the-loop review
Illustrative example. Define the baseline and useful result with the team that would review the work.
Discuss this exampleThe work to understand
This models a common claims intake workflow with variable document formats and routing rules.
The focus is on showing how extraction, confidence thresholds, and review queues operate with auditability before production access.
An approach to explore
The workflow processes incoming documents, extracts key fields, validates against policy rules, and routes to adjusters with structured summaries.
- Multi-format document processing (PDF, images, emails)
- Policy lookup and coverage verification
- Automated complexity scoring for routing
- Structured data extraction to claims system
- Adjuster review queue with agent recommendations
Measures to compare
Checks to agree
- Confidence thresholds for automatic vs. manual review
- Confirm appropriate handling and access for personal information
- Agree which records the compliance reviewer needs
- Weekly accuracy evaluation against adjuster decisions
- Escalation paths for ambiguous documents
Tools to evaluate
IT Helpdesk Workflow
Workflow blueprint of knowledge-assisted support with escalation and approvals
Illustrative example. Define the baseline and useful result with the team that would review the work.
Discuss this exampleThe work to understand
This models a common IT helpdesk workflow with repetitive Tier‑1 issues and strict access controls.
The goal is to show safe action execution (allowlists + approvals) and measurable outcomes before production access.
An approach to explore
The assistant retrieves knowledge, drafts responses, and executes approved actions under an allowlist with human approvals where required.
- RAG over IT knowledge base with freshness tracking
- Evaluate the permissions and review needed for identity operations
- Check the exact ticket actions and permissions required
- Choose an employee access channel and test who can use it
- Smart escalation with context handoff to humans
Measures to compare
Checks to agree
- Action allowlist (only approved operations)
- Manager approval for access grants above threshold
- Rate limiting per user and operation type
- Full conversation logging for security review
- Weekly false-positive/negative analysis
Tools to evaluate
Email Triage Workflow
Workflow blueprint of classification, drafting, and approval for operations teams
Illustrative example. Define the baseline and useful result with the team that would review the work.
Discuss this exampleThe work to understand
This models a busy shared inbox with varied request types, urgency rules, and escalation paths.
The focus is on showing safe response drafting, approval gates, and measurable queue impact before production access.
An approach to explore
The agent classifies emails, extracts key entities, drafts responses, and routes complex issues with context.
- Multi-label classification (type, urgency, account tier)
- Entity extraction (shipment IDs, dates, locations)
- Check whether approved shipment information is available for a reply
- Response drafting with human approval
- Priority queue for time-sensitive issues
Measures to compare
Checks to agree
- Human approval required before sending any response
- Escalation rules for high-value accounts
- Classification confidence thresholds
- Weekly accuracy review with CS team
- Feedback loop for continuous improvement
Tools to evaluate
How to tell whether the work is getting easier
Compare the proposed workflow with the way your team works today. Look at handling time, answer quality and the effort people need to check and correct the result.
What a useful workflow needs around the model
A useful draft is only part of the work. People also need sources they can check, clear permissions and a reliable way to handle mistakes.
Retrieval + Citations
Grounded responses with source tracing and citation logging.
Approval Gates
Human sign-off for high-impact actions and policy checks.
Audit Trail
Structured logs for inputs, tool calls, decisions, and approvals.
Evaluation Harness
Representative tasks rerun after each change.
Cost Controls
Budget caps, token tracking, and usage alerts.
Runbooks
Escalation paths, rollback steps, and ownership mapping.
Other tasks you may want to investigate
Start with a task your team knows and ask what information, review and permissions a useful test would require.
AP Invoice Triage
Classify invoices, match to POs, flag exceptions, and route for approval.
Vendor Onboarding
Collect documents, validate fields, and drive approval workflows.
HR Case Triage
Route HR tickets, draft responses, and enforce policy checks.
Contract Review Queue
Extract clauses, flag risks, and route to legal approvals.
Incident Response
Collect signals, draft summaries, and coordinate escalations.
Policy Q&A
Answer questions with citations and approval workflows.
Make the result easy to check
Before testing, decide what to record so a reviewer can see which source was used, what was suggested and what happened next.
What to record
Choose the evidence people need to compare the test with the current process.
When to review the test
Review examples after changes and add mistakes that the team wants future tests to catch.
Baseline capture
Week 0 snapshot of KPI, error, and volume mix.
Weekly regression sweep
Golden sets + edge case evaluation on new releases.
Human review sampling
Choose review samples based on the decisions and errors that matter.
Release readiness gates
Agree the results the team needs before a wider release.
How the team handles a problem
Decide who can pause the work, correct a result and return to the current process.
- Runbooks with escalation paths and recovery steps
- Named owners for approvals, monitoring and incidents
- Test how to pause the work and return to the existing process
- Agree which records security reviewers need to inspect
- Agree who monitors the work and which failures need attention
What your team should be able to review
Keep the task description, test results and review responsibilities together so the people responsible can decide whether to continue.
Workflow Scope
Clear workflow map, roles, and exit gates.
Security & Governance
Threat modeling and governance evidence.
Evaluation & QA
Testing and regression readiness.
Operations Package
Runbooks and escalation readiness.
Cost & Performance
Budget controls and latency targets.
Deployment Readiness
Final release checklist and access review.
Have a workflow question?
Choose one recurring task and bring a representative example. We’ll discuss what would make the next handoff easier for your team.