New hire onboarding workflow
Define the goal, inputs, expected output, acceptance criteria, and risk boundary before turning this into an agent workflow.
Scope an AI agent around a real business workflow, not a vague chatbot idea
Start with the workflow: who uses it, what information they provide, what decision or document they need back, and what the agent must not do without review.
Who this is for
- Business operations teams
- RevOps, People Ops, Finance Ops, and Legal Ops owners
- Teams evaluating whether a workflow is ready for agent automation
What the intake produces
- Workflow readiness snapshot
- Required data inventory
- Output and acceptance criteria
- Risk and permission boundaries
Skill specification fields
These fields make the request concrete enough for a delivery, research, or product team to draft a first Skill specification within 24 hours.
Workflow triggerActorInputsDecision or outputTools and systems involvedHuman approval pointsEscalation criteria
Example use cases
Contract triage workflow
Define the goal, inputs, expected output, acceptance criteria, and risk boundary before turning this into an agent workflow.
Customer request routing workflow
Define the goal, inputs, expected output, acceptance criteria, and risk boundary before turning this into an agent workflow.
FAQ
What workflows are good candidates?
Good candidates are repeated, rule-shaped, and have clear inputs and outputs. High-risk decisions should keep explicit human review.
Do I need a live integration first?
No. Start with the specification. Integrations should come after the input/output contract and risk boundaries are clear.