01
Intake
Catch the work as it arrives.
A service email reports a leaking unit but omits the equipment identifier. The request becomes a tracked task.
Operations agents
Private agents for the work between your systems.
Agents should move bounded work through approved tools and permissions, with clear failure paths and human ownership when the stakes rise.
Inside the workflow / Illustrative example
From incomplete intake to a usable handoff.
A service request is classified, checked for missing information and escalated with the context a person needs.
Intake
Catch the work as it arrives.
A service email reports a leaking unit but omits the equipment identifier. The request becomes a tracked task.
02
Triage
Understand the work before routing it.
The agent classifies the request as maintenance and retrieves the approved intake procedure.
03
Uncertainty
Notice what is missing.
The equipment identifier is required. The agent holds scheduling and prepares a clarification instead of guessing.
04
Human handoff
Escalate with useful context.
A coordinator receives the original request, missing field and proposed follow-up. The handoff preserves the work already done.
05
Tracked outcome
Make the next action explicit.
The task is assigned to the coordinator with an awaiting-information status and a recorded reason.
What we engineer
The details that make this workflow dependable.
Workflows
Intake and triage, ticket handling, CRM updates, reporting, research, quoting, task generation, follow-up, and internal support.
Actions
Email and calendar workflows, API calls, database updates, browser actions, and human approval for destructive or high-risk steps.
Evidence
Source context, citations, audit logs, exception queues, named owners, and evaluation against the actual workflow.
Start with proof
Bring us the workflow you want to improve.
We map the work, test model and capacity requirements, design the controls, and define a practical implementation.