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Business Operations runs on five primary workflows. Each workflow is triggered by an event, moves through governed steps with defined handoffs and approvals, and ends with a receipt. Approval Workflow:
  • Trigger: an intake form or system event requests a decision.
  • Steps: Triage Agent scores priority; Approval Agent routes to the correct stakeholder; the stakeholder reviews the contextual dossier and decides; the capability writes to the source system.
  • Handoffs: from requester to Triage Agent, then to Approval Agent, then to approver, then to source system.
  • Approvals: one or more governed decision gates may be required based on value and policy.
  • Receipt: an approval record with decision, rationale, timestamp, and identity.
Vendor Onboarding Workflow:
  • Trigger: a vendor request is submitted with spend estimate and business justification.
  • Steps: Vendor Agent runs identity and risk checks; due-diligence tasks are assigned; contract is linked; vendor record is created in ERP.
  • Handoffs: from requester to Vendor Agent, to analyst, to legal, and back to ERP.
  • Approvals: procurement and legal approval gates based on spend tier.
  • Receipt: a vendor activation record with linked contract and risk tier.
Policy Review Workflow:
  • Trigger: a scheduled review cycle or regulatory change event.
  • Steps: Policy Agent drafts update; stakeholders review and comment; final version is published; attestation campaign is launched.
  • Handoffs: from Policy Agent to policy owner, to legal, to all employees for attestation.
  • Approvals: policy owner and legal sign-off required.
  • Receipt: published policy version with attestation completion rate.
OKR Cycle Workflow:
  • Trigger: planning period starts or mid-cycle check event.
  • Steps: OKR Agent suggests objectives based on strategy docs; leads define and align key results; progress updates are collected; cycle closes with scoring.
  • Handoffs: from strategy docs to leads, to initiative owners, to OKR Agent for rollup.
  • Approvals: leadership alignment checkpoint before commit.
  • Receipt: committed OKR set with confidence scores and progress trail.
Process Improvement Workflow:
  • Trigger: Process Agent detects bottleneck or SLA breach.
  • Steps: discovery analysis, proposal draft, pilot execution, measurement, rollout decision.
  • Handoffs: from Process Agent to analyst, to stakeholders, to execution team.
  • Approvals: pilot and rollout gates based on scope and risk.
  • Receipt: improvement record with before/after metrics.
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