Workflow Examples

Start with the workflow, not the AI tool.

These examples show where agents may help, where authority breaks down, what evidence is required, and why the process should be mapped before automation scales.

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Choose a workflow to diagnose

Pick the workflow closest to yours. See the risk, the control questions, and the right starting point.

Insurance

Claims routing

An agent routes, escalates, drafts, or prioritizes a claim without clear authority, policy context, review rules, or evidence of why that action was taken.

Open workflow example

Construction

RFIs and change orders

An agent drafts, routes, or summarizes a construction commitment without current project context, scope approval, approval thresholds, or evidence of the source used.

Open workflow example

Healthcare Administration

Prior authorization and referral routing

An agent drafts, routes, or prioritizes healthcare admin work without governed context, human review, evidence, or clear administrative boundaries.

Open workflow example

Specificity before automation.

Each workflow page starts with a concrete operating problem. That keeps the conversation grounded in how work actually gets done.

Human review before high-stakes action.

When workflows touch money, risk, customers, policy, compliance, or commitments, agents need boundaries before they act.