System 02 · Workflows
Automation & AI agents
AI agents combine language understanding with tools, rules and approvals to handle multi-step tasks in a controlled way.
Individual manual steps become a transparent, supervised workflow.
Discuss a use caseTypical starting point
- Information is copied between email, CRM and specialist systems.
- Multi-step routine work ties up qualified employees.
- Automations fail on exceptions or lack of control.
What the system does
- Understand, plan and split tasks into steps
- Use existing APIs, databases and tools
- Observe binding rules, limits and approvals
- Log every step and escalate exceptions
Best cases
Specific applications instead of abstract promises.
Agents are strongest when several systems and decisions interact.
Qualify enquiries
- Situation
- Incoming requests must be read, classified and routed.
- System
- The agent recognises intent, adds context and proposes the correct route.
- Outcome
- Faster initial handling with clear human approval.
CRM updates
- Situation
- Conversation notes and status changes are entered late.
- System
- The agent prepares structured updates and checks required fields.
- Outcome
- Fresher data and less manual transfer.
Multi-step research
- Situation
- Information must be gathered and compared across several sources.
- System
- The agent performs defined search and verification steps and documents them.
- Outcome
- Reproducible outcomes instead of opaque individual work.
Workflow
How the system works
Not four isolated phases but one continuous path: every step passes context, responsibility and measurable quality to the next.
- 01
Capture the request
The objective, context and permitted actions are defined.
Defined step - 02
Plan steps
The agent breaks the task into controllable actions.
Defined step - 03
Use tools
APIs and systems are accessed within defined permissions.
Defined step - 04
Review & approve
Critical outcomes go to a person or rule-based check.
Defined step
Control remains in the system.Every handoff is visible, reviewable and extensible.
- Data
- Approvals
- Audit trail
- Quality
Impact
Measurable impact
Good agents are measured by process quality and control.
- ↓Cycle time
- Time from request to a usable result.
- ↓Manual hand-offs
- Unnecessary switches between people and systems.
- ↓Error rate
- Corrections caused by missing or incorrectly transferred data.
Background in the AI Wiki
