Workflow agent

Compass

An agent that carries out a defined business process from start to finish, with a model making the judgement calls inside fixed steps.

What is a workflow agent?

A workflow agent carries out a defined business process from the first input to the finished deliverable, such as a proposal draft or a periodic report. The sequence of steps is fixed by the organisation, and a model makes the judgement calls inside each step. That arrangement keeps the agent predictable enough to audit while still handling work that a static template cannot.

Also called: Task agent, Process agent

Why the process is fixed and only the judgement is delegated

An open-ended agent asked to produce a report will choose its own route each time, and two executions of the same request can take entirely different paths. A reviewer cannot sign off on a method that changes with every request. A workflow agent keeps the route constant and delegates only the decisions a person would otherwise make at each step. The output can then be checked against a known procedure instead of being reverse engineered after the fact.

  • A fixed sequence lets a reviewer compare one output against the previous one.
  • Each step can carry its own permissions, so the agent reads only what that step needs.
  • Failures are located at a named step instead of somewhere inside a long conversation.
  • The process itself can be versioned and approved like any other controlled document.

How a workflow agent works

  • The workflow is defined as an ordered set of steps with an input and an output each.
  • Retrieval steps draw only on the sources the requesting user is permitted to read.
  • A model performs the judgement inside each step against a written instruction.
  • Intermediate results are stored, so a reviewer can inspect any stage of the work.
  • Checks at defined points stop the workflow when an output falls below a threshold.
  • The finished deliverable is released for human review with its sources attached.

How a workflow agent is evaluated

A workflow agent is evaluated on the deliverable it produces and on the consistency of the route it took. Review the following across a fixed set of representative requests:

  • share of deliverables accepted by a reviewer without material correction
  • consistency of the output when the same request is repeated
  • proportion of claims in the deliverable traceable to a cited source
  • steps at which the workflow halted, and whether each halt was justified
  • time to a reviewed deliverable compared with the manual process

Limitations, risks and common failure modes

  • A process written too loosely lets the agent improvise exactly where control mattered.
  • Errors in an early step propagate quietly into a polished final document.
  • Reviewers begin approving fluent output without reading the cited sources.
  • A change to the underlying process is not reflected in the agent definition.

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