Agentic Workflows
Complex, multi-step processes that cross system boundaries require significant coordination effort and are prone to delays, errors and handoff failures.
Agentic workflows use AI to reason across multi-step business processes, call tools and APIs, make routing decisions, update enterprise systems and request human approval for controlled actions — without constant manual intervention.
What Agentic Workflows does
An agentic workflow reads context, decides what action is needed, calls approved tools or APIs, updates downstream systems, requests human approval when required, and records the outcome — creating an auditable, automated process.
Example use cases
Concrete workflows showing how agentic workflows can be applied to real business processes.
Invoice Processing Workflow
- Trigger
- Invoice arrives by email or upload.
- AI action
- Agent extracts data, validates against PO, flags discrepancies.
- System action
- Routes to approval workflow; posts to accounting system.
- Human escalation
- Flags exceptions to finance team for manual review.
Sales Handoff Workflow
- Trigger
- New lead meets qualification criteria.
- AI action
- Agent researches company, drafts personalised outreach.
- System action
- Creates CRM opportunity; assigns to sales rep; schedules follow-up.
- Human escalation
- High-value accounts routed to senior sales with full brief.
Support Triage Workflow
- Trigger
- Support ticket is created.
- AI action
- Agent classifies issue, retrieves context, attempts resolution.
- System action
- Updates ticket; assigns to correct queue; drafts response.
- Human escalation
- Complex or sensitive cases escalated to specialist.
Contract Review Workflow
- Trigger
- Contract document is submitted for review.
- AI action
- Agent extracts key terms, flags deviations from standard clauses.
- System action
- Generates review summary; routes to legal for approval.
- Human escalation
- High-risk clauses flagged for immediate legal attention.
Integration examples
These are common platform categories and examples. We assess your specific systems during the discovery phase. We do not imply certified partnerships.
Controls & governance
- Human approval gates
- Audit trail
- Step-level monitoring
- Rollback capability
- Access controls
KPIs to track
- Process cycle time
- Automation rate
- Error rate
- Human escalation rate
- Cost per process
Frequently asked questions
- RPA follows rigid rules. Agentic workflows reason about context, handle exceptions and adapt — making them suitable for processes that involve judgment.
- We design approval gates at critical decision points. Every action is logged, and rollback paths are defined during the design phase.
- A focused pilot typically takes 4–8 weeks, depending on integration complexity and process scope. We scope precisely during the AI Opportunity Scan.
- We build integration connectors for your specific systems. Common platforms are supported out of the box; custom APIs are scoped during design.
Ready to explore Agentic Workflows?
Book an AI Discovery Call to discuss your specific processes, integration requirements and expected outcomes.