Where an agent owns a job, a workflow moves work between systems. Most operations need both: the pipeline carries the volume, the agent handles the judgement, and the exception queue catches whatever neither should decide alone.
Each is scoped as its own workflow in Schedule A, with a named trigger, a defined path, a failure route and an owner.
Something happens in one system and work flows through the others. An order lands, a ticket opens, a payment clears, a document arrives.
Routines that run on the clock — daily reconciliations, nightly syncs, month-cycle closes, weekly reporting packs.
Work that must pass through a person before it proceeds. The pipeline prepares everything; the human decides; the pipeline finishes the job.
The quiet work that keeps two systems agreeing with each other — and surfaces it loudly when they stop.
Automation fails badly when it fails quietly and at scale. Every workflow we build carries these controls whether or not you ask for them.
Hard numeric limits on price, discount, refund and credit. A breach is a refusal and an alert, not a warning in a log nobody reads.
If a workflow suddenly processes ten times the normal volume, it stops and asks. Runaway automation is caught in minutes, not at month end.
Re-running a job does not duplicate the work. Every write carries a key so a retry corrects rather than compounds.
Anything that cannot complete lands in a visible queue with the error and the payload, not in a swallowed exception.
No workflow has delete permission on a record of consequence. Removal is an archive plus a flag, reversible by a human.
Every step records its input, output, duration and outcome. When something goes wrong you get a trace, not a theory.
Packages include a set number of workflows — one on Pilot, five on Launch, fifteen on Operate. A workflow is one trigger and its complete path, including exception routes. Splitting a path into two branches does not make it two workflows, and we will not count it that way.
See package inclusions →The discovery call is free and carries no obligation. If AI is the wrong answer for your process, we would rather say so in the first hour than in month three.