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Workflow Autopilot

From enterprise knowledge to governed action.

AI assistants connected to business systems, with permission-aware retrieval, bounded actions and evaluation.

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Enterprise knowledge informs AI. Human approval controls actions, with a record of decisions.KnowledgeAIActionHuman approvalDecisions and actions recordedIllustrative system view

Inside the system

How the controls connect.

Useful actions. Explicit boundaries.Illustrative flow
● Approved flow⊗ Blocked / held
Useful actions. Explicit boundaries.A request or event and Approved knowledge pass through Retrieve & reason, Evaluate the action, Require approval before reaching Business systems or Human review. Pause when approval or evidence is missing. Execution history → evaluation → workflow revision.INPUTSGOVERNED WORKFLOWRESOURCES & OUTCOMESA request or eventTicket · document · business triggerApproved knowledgePermission-filtered sourcesRetrieve & reasonSource references · scoped contextEvaluate the actionPolicy · confidence · exceptionsRequire approvalConsequential actionsBusiness systemsScoped API actionsHuman reviewExceptions · escalationPause when approval or evidence is missing

Inputs

A request or eventTicket · document · business trigger
Approved knowledgePermission-filtered sources

Governed workflow

1
Retrieve & reasonSource references · scoped context
2
Evaluate the actionPolicy · confidence · exceptions
3
Require approvalConsequential actions

Outcomes

Business systemsScoped API actions
Human reviewExceptions · escalation

Pause when approval or evidence is missing

Execution history → evaluation → workflow revision

Scope of delivery

What gets built.

Workflow specification

Triggers, actions, exceptions and human decisions.

Permissioned knowledge

Source-connected answers with access controls.

Bounded integrations

Scoped tool access and approvals for consequential actions.

Evaluation & audit

Quality checks, execution records and failure handling.

Delivery templates

Tool permissions, workflow tests and action logs.

Define what the assistant may do, test how it handles failures and retain a record of each executed action.

nexarq / tool permissionsWorking template

Assistant tool-permission matrix

Define which systems an assistant can read, what it may draft and which actions require approval.

Tool actionPermission scopeExecution rule
Search internal knowledgeSources available to the requesting user.Return source references and exclude content outside that user’s access.
Prepare a record or messageThe specific destination and fields requested by the user.Show the proposed content for review before a consequential submission.
Change a business recordExplicitly permitted record types and fields.Check approval, validate inputs and record the result.
Handle a failed actionThe attempted action and its known result.Check the final state before retrying to avoid duplicate changes.

Before you close the record

  • Every enabled tool has a named business purpose and bounded scope.
  • Approval is checked at the point where the action is executed.
  • Denied actions, failures and retries are covered by tests.

Use this matrix to configure the workflow’s permissions. It does not grant the assistant access to any system.

From brief to operation

A clear path to production.

  1. Baseline

    Asset inventory. Dependencies. Effective controls.

  2. Engineer

    Target architecture. Policies. Versioned configuration.

  3. Validate

    Behaviour tests. Exceptions. Recovery checks.

  4. Operate

    Cutover record. Runbooks. Named owners.

Let’s build what’s next

Your next move.
Engineered by Nexarq.

What needs to change in your business?

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