Workflow Templates

Reusable, role-scoped agentic workflows for different business tasks

The system does not use a fixed agent sequence. The workflow is dynamically selected based on task type, required skills, risk, tools, confidence score, and approval rules.

Full Enterprise Proposal Workflow

Default

Customer asks for a complex enterprise solution proposal involving solution design, pricing, contracts and delivery.

Lead agent: Sales Agent
Approvers: MD / Leadership Agent, Human Sales Leader, Human Counsel
Flow
Coordinator AgentSales AgentPre-Sales AgentProduct AgentFinance AgentLegal AgentIT-Security AgentOperations AgentMD / Leadership AgentCoordinator Agent
Coordinator AgentSales AgentPre-Sales AgentProduct AgentCloud-Ops Agent (opt)

Security Review Workflow

Optional

Customer or internal team wants only a security assessment (controls, risks, exposure, compliance posture).

Lead agent: IT-Security Agent
Approvers: Human Security Reviewer / CISO
Flow
Coordinator AgentIT-Security AgentSecurity Risk SummaryHuman Security Reviewer / MD if needed
Coordinator AgentIT-Security AgentLegal Agent (opt)MD / Leadership Agent (opt)

Legal Contract Review Workflow

Optional

Only legal review of a contract, NDA, clause or deviation is required.

Lead agent: Legal Agent
Approvers: Human Counsel, MD / Leadership Agent
Flow
Coordinator AgentLegal AgentLegal Risk SummaryHuman Legal Reviewer / MD if needed
Coordinator AgentLegal AgentIT-Security Agent (opt)MD / Leadership Agent (opt)

Cloud Operations Review Workflow

Optional

Cloud readiness, migration, reliability, cost, backup, DR or operations assessment.

Lead agent: Cloud-Ops Agent
Approvers: Human Cloud Reviewer, MD / Leadership Agent
Flow
Coordinator AgentCloud-Ops Agent (Operations)Cloud Operations RecommendationMD / Human Reviewer if needed
Coordinator AgentOperations AgentIT-Security Agent (opt)MD / Leadership Agent (opt)

Pre-Sales Solutioning Workflow

Optional

Solution design or technical proposal creation is required.

Lead agent: Pre-Sales Agent
Approvers: Human Sales Leader
Flow
Coordinator AgentPre-Sales AgentSolution RecommendationProduct / Security / Finance only if required
Coordinator AgentPre-Sales AgentProduct Agent (opt)IT-Security Agent (opt)

Finance Review Workflow

Optional

Pricing, margin, discount, payment terms or commercial feasibility review.

Lead agent: Finance Agent
Approvers: MD / Leadership Agent
Flow
Coordinator AgentFinance AgentCommercial RecommendationMD if exception found
Coordinator AgentFinance AgentSales Agent (opt)MD / Leadership Agent (opt)

HR Policy Review Workflow

Optional

HR policy, employee query, onboarding, role mapping or compliance review.

Lead agent: HR Agent
Approvers: Human HR Reviewer
Flow
Coordinator AgentHR AgentHR RecommendationHuman HR Reviewer if sensitive
Coordinator AgentHR AgentLegal Agent (opt)MD / Leadership Agent (opt)

Custom Workflow

Optional

Admin-defined workflow combining any subset of agents, tools, approvals and escalations.

Lead agent: User-selected
Approvers:
Flow
Coordinator Agent…user-defined sequence…