Start with one task worth handing over
Tell us which work takes time, which tools it touches and how your team knows the result is correct. An agent might prepare a reply, organise an enquiry or gather information for someone to review. Not every task needs a language model: a normal integration or a simple rule may be a better fit. We define the useful outcome first, then choose the approach around it.
Connect the information and tools it needs
We review the APIs, documents and business systems available to the workflow. Access should be limited to what the task requires, with a clear distinction between reading information, preparing a suggestion and changing something in another system. Existing provider permissions and API availability affect what can be connected. Your team should know where the information comes from and which actions the agent is allowed to take.
Keep people in charge of important decisions
A useful workflow makes it easy to review a draft, correct a result or stop an action. We agree which steps can run automatically and which need approval, then build those rules into the product. Test cases should include incomplete information, unexpected inputs and provider failures. Logs, visible status and a way to retry or take over help your team understand what happened when the workflow needs attention.
Test a small release before expanding it
We begin with representative examples and a limited set of actions, so the team can assess the results before relying on the workflow more widely. Model and API usage can have ongoing costs; those belong in the scope alongside development, hosting and maintenance. Bring example tasks, the systems involved and any data-handling requirements to the first conversation. We can then outline a prototype, its review process and the criteria for a production release.