The tools an agent can use
Scoped identities and minimum required access.
Workflow automation /Business operations
The exception
is the workflow.
Build agents for the work that stalls between an inbox and a system of record. Gather context, apply explicit rules, route approvals and recover failed steps without losing the thread.
EXCEPTIONS · APPROVALS · RELIABLE EXECUTIONEvery request has a responsible next stepILLUSTRATIVE SYSTEM
01 /An exception, in motion
Different requests.
Deliberate paths.
Choose a request state and follow what changes. A useful agent knows when it can act, what it must ask and who should decide.
ILLUSTRATIVE REQUEST / COMPLETE REQUEST
A permitted path to completion
01 / Context
Read the request
02 / Reasoning
Validate the context
03 / Control
Run the permitted action
04 / Next state
Record the outcome
SYSTEMS
Scoped API actions
Execution recordAGENTS
Context and clarification
Evidence preparedPEOPLE
Consequential decisions
Review by exceptionThe request meets the agreed rules. The agent prepares the task; scoped connectors perform allowed actions and record what happened.
THE HANDOFFAn execution record with the tool response attached.
02 /The contract around every action
Reason with context.
Act within limits.
Combine agents with the rules, systems and automation you already trust. Make the boundary between reasoning and execution explicit.
- ERP & CRM
- Service desks
- APIs & existing RPA
The rules that stay explicit
Deterministic checks for policy and approval thresholds.
The work that can safely resume
Idempotent actions, retry policies and a visible exception owner.
The record that explains the outcome
Inputs, policy references, tool results and approval events.
03 /Reliability is part of the workflow
Design the recovery
before the happy path.
WHEN A TOOL FAILSRetry safely, or hand over the statePreserve the request and completed steps. Define compensation where a prior action needs to be reversed.
WHEN POLICY CHANGESKeep the rule version visibleTrack which rules and permissions governed a decision and re-evaluate affected scenarios.
BEFORE EXPANDINGEvaluate the whole taskMeasure correct completion, escalation quality, policy adherence and recovery behavior on representative cases.
NEXT /A focused first engagement
Bring us the exception that keeps coming back.
Agree the workflow, the available data and the acceptance criteria. Build a bounded pilot, evaluate it with your team, then decide what to extend.
Shape your Workflow automation projectCUSTOM DEVELOPMENT · QUOTATION ON REQUESTWHAT WE DEFINE TOGETHER
01A process map with explicit approval boundaries
02A connected workflow with recovery paths
03A task-level evaluation and operational handover
Read the benchmark-based scenarioThe case file is a modeled engagement, not a client result.Industry contextCamunda: governed agentic orchestration