AI Lab · Agentic Workflow
One event. Five agents. Nothing falls between teams.
Single agents save time on single tasks. The bigger win is connecting them: one agent finishes its part and hands the work to the next, a person approves only what matters, and every step is logged. Pick an event and watch it travel through the business.
Interactive demo. All companies, people and numbers are fictional.
1 · Pick what happens
Guardrails for this workflow
- First email to any deal over $25K: the account executive approves
- Never invent pricing; quote only from the price list
- Read and write CRM records; never delete them
- Every action is logged with its reason
You set these once. Agents can't go around them, and anything outside them goes to a person.
The agent team
- SalesReady
- MarketingReady
- Customer OpsReady
- AnalyticsReady
- ExecutiveReady
2 · Watch the hand-offs
Form submitted · Website demo form09:14:00
Erin Castillo, VP Operations at Westbrook Logistics: “We need a field-notes tool for about 120 site inspectors. Must work with our SSO.”
Press Start the workflow to watch the agents pass the work along.
How it's built
Five parts make an agentic workflow safe to run every day
Triggers
A form, a schedule, an alert or a message starts the workflow. Nobody has to remember to.
Agents and tools
Each agent has one job and access only to the systems it needs: your CRM, ads, helpdesk, data and inbox.
Human approval
Anything that spends money, makes a promise or contacts a key customer waits for the right person.
Guardrails
Spending limits, things agents may never do, and an automatic undo if results get worse.
Audit and monitoring
Every action is logged with its reason, and results are checked against targets after launch.
I start by mapping how the work moves between your teams today, find the hand-offs where it waits, and connect agents there first, using the tools you already have.