Start with a trigger
Choose a clear event or request that starts the work. Define the required inputs so the workflow can recognise when it has enough context and when it needs more information.
Platform AI workflows
Make useful intelligence part of the process.
Connect AI steps, business rules and human review in a repeatable flow of work.
Talk about your businessA connected workflow
- Trigger
- Prepare with AI
- Apply checks
- Review and deliver
Built around your team.
People. Knowledge. Work.Explore the approach
The approach
A workflow gives AI a defined job. We design the sequence around a business outcome, deciding where intelligence helps, where a fixed rule is enough and where a person should make the call.
Use the right kind of step
Document extraction, a summary or a draft may benefit from AI. A permission check or an approval rule needs explicit logic. Bringing the two together makes the process easier to understand.
Review the whole outcome
Test the path from input to delivery, including incomplete records and rejected drafts. Measure whether the workflow helps the team complete the job, not simply whether one generated answer looks convincing.
In practice
What this could look like.
A new brief starts a production workflow. It prepares a first output, checks the required sections and asks the owner to review it before delivery into the team’s chosen channel.
An example workflow, shaped to the systems and responsibilities of your business.