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Repeated steps can be handed to an agentExceptions have to stop

For work that already has fixed steps, an agent that can run, pause, and be traced.

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Each stretch has waiting, in progress, paused, and done, so it can be checked later.

When an agent is appropriate

Clear steps, then an agent

If the same intake, sorting, handoff, and missing-field chase happens every day, and there is little judgment in it, an agent is worth discussing.

The same step, dozens of times a day

Intake, sorting, handoff, and filling gaps leave almost no room for judgment. The time goes into moving the work.

A person is needed for the exception

Most cases can follow the written rule. A few have to go to a manager.

People carry work between tools

Email, a spreadsheet, and an internal system each get a copy-and-paste. The errors are in the copying.

The approval chain decides where it stops

Steps, pause points, and which tool the result is written back to follow the approval chain you already use. We do not invent a parallel process.

WaitingAgentPausedApproval

Waiting, the agent, a pause, and human approval on one line

Missing fieldPausedBack to manualPaymentMaster dataSend out

A missing field stops the run, with a path back to the manual process

It can run, pause, and be traced

This is not a chat window that decides the next step. It is a pipeline with states written down.

  1. 01

    The process is split into states you can see

    Each stretch has waiting, in progress, paused, and done, so it can be checked later.

  2. 02

    Missing data or a rule conflict pauses the run

    A missing field, an odd amount, or a master record that does not match goes to a stop. It does not push through.

  3. 03

    The result is written back to a named system

    The owner is notified, or the existing tool is updated. A second spreadsheet is not created.

  4. 04

    Every step leaves a record

    Who started it, what it did, and where it stopped can be looked up afterwards.

How the line is drawn

Draw the manual path, then mark what an agent may do

If the current way of working is not drawn, “automate everything” is the wrong conversation.

Draw the current path

How a person finishes the work, then which steps an agent may take.

Define the gates

What may run on its own, what is only a suggestion, and what a person must do.

Connect it, and keep a way back

Join the tools you use, and keep a path back to the manual process when it fails.

Actions that must not run on their own

Payment, master data, and outbound messages stay with a person

Sending something outside the company, paying, and changing master data need a human gate. If the agent fails, the work has to be able to return to the manual process. “The model is confident” is not a reason to skip those gates.

Talk about the work first

Start with the step that is stuc⁠k

The consultation is free. Describe the problem, and we will reply and confirm the scope with yo⁠u.

Free consultation.

Human check

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