Choose the first job
Pick a process with a clear beginning and a useful outcome. Identify its inputs, the steps your team follows and the decisions that require judgment.
Bring your working knowledge
Gather examples, policies and reporting requirements. We work with your team to scope the data sources and turn the process into a workflow.
Review before it runs
Review the workflow and the proposed boundaries for action. Confirm which steps can run automatically and which require approval.
Put the agent to work
Start the process, review the results and refine the instructions as needed. Setup is assisted, so your team has support in shaping the first workflow.