An agent application workflow for finding information and preparing drafts that a responsible person can review.
Start with the work
Choose one information task and the sources the assistant may use. Define the difference between answering a question, preparing a draft and taking an external action. Each needs an appropriate permission and review rule.
Illustrative business scenario
Illustrative example: an internal assistant finds an approved procedure and prepares a checklist with source references. If the source is missing or contradictory, it asks for clarification. It does not approve payments or send customer messages as part of that task.
Put the workflow into practice
Define the source set
Provide approved documents, access boundaries and update ownership.
Set the output contract
Specify references, uncertainty and the required reviewer.
Evaluate before use
Test representative questions, outdated documents and requests beyond the allowed task.
How to review the result
Review factual support, source freshness and the time required to check answers. Drafts can contain errors. Keep consequential actions subject to approval and define what happens when a source or connection fails.
Tools, services and related solutions
AI Agent Development · Make Knowledge Work Easier to Review · Technology Consulting
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Share the users, current process, required output and constraints through the application request page. This guide describes a use case. It does not represent a released software product.
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.
Content updated: October 11, 2026