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AI Agent · Multi-step processes across systems

Workflow Agent

Runs multi-step processes across your systems and brings people in for approvals and exceptions.

Workflow Agent
Tasks

What it handles

  • Trigger actions across tools
  • Move data between systems
  • Handle approvals
  • Manage exceptions
Workflow

How the work flows

  1. 01

    Trigger event

  2. 02

    Run steps

  3. 03

    Request approval where needed

  4. 04

    Log and report

Integrations
CRMERPHRMSemailchatdatabasesAPIs
Autonomy options

You choose how much it does on its own

Level 1
Suggest

The agent drafts, a person decides and sends.

Level 2
Approve

The agent acts after a person approves each step.

Level 3
Act with review

The agent acts, a person reviews samples and exceptions.

Level 4
Act and report

The agent runs low-risk tasks on its own and reports.

Benefits

What changes for your team

Connected systems

Fewer manual handoffs

Continuous operation for selected workflows

FAQ
Does the Workflow Agent work with our existing tools?

Yes. It typically connects to crm, erp, hrms, email, chat, databases, apis. We confirm the exact connections during discovery.

Will the Workflow Agent act without our approval?

You decide. Most teams start at Suggest or Approve and move up as trust builds. Sensitive actions always need the approval you configure.

Next agentCustom AI Agent

Pick one workflow. We'll show you what AI can do with it.

Tell us about the one process that slows your team down. You'll get a straight answer on where an AI agent, automation or custom AI can help, and what a sensible first step looks like.

We don't just build AI. We build intelligence that works for you.