Workflow specification
Triggers, actions, exceptions and human decisions.
Workflow Autopilot
AI assistants connected to business systems, with permission-aware retrieval, bounded actions and evaluation.
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Inputs
Governed workflow
Outcomes
Pause when approval or evidence is missing
Scope of delivery
Triggers, actions, exceptions and human decisions.
Source-connected answers with access controls.
Scoped tool access and approvals for consequential actions.
Quality checks, execution records and failure handling.
Delivery templates
Define what the assistant may do, test how it handles failures and retain a record of each executed action.
Define which systems an assistant can read, what it may draft and which actions require approval.
| Tool action | Permission scope | Execution rule |
|---|---|---|
| Search internal knowledge | Sources available to the requesting user. | Return source references and exclude content outside that user’s access. |
| Prepare a record or message | The specific destination and fields requested by the user. | Show the proposed content for review before a consequential submission. |
| Change a business record | Explicitly permitted record types and fields. | Check approval, validate inputs and record the result. |
| Handle a failed action | The attempted action and its known result. | Check the final state before retrying to avoid duplicate changes. |
Use this matrix to configure the workflow’s permissions. It does not grant the assistant access to any system.
From brief to operation
Asset inventory. Dependencies. Effective controls.
Target architecture. Policies. Versioned configuration.
Behaviour tests. Exceptions. Recovery checks.
Cutover record. Runbooks. Named owners.
Related expertise
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