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Deterministic flows for real processes

Boagent agents builds flows for orchestrating work outside the black box.

acme-fund-household-billing ActivityFact BillingApprovals
Fact BillingRefresh
DataSchema
Household invoices 3 records
household_idinvoice_idcurrencyamount
HH-001INV-1001USD12,500.00
HH-002INV-1002USD8,250.00
HH-003INV-1003USD15,000.00
Household billing reviewLive v1 · Draft v2Get HelpRefreshNo editsSaveDiscard draft
DraftLive0 fields changedRead only
Check and approveCheck the draft first, then approveCheckApprove
CheckNot run yet
ApprovalNot started
FlowProcess IDacme-fund-household-billingNameHousehold billing reviewCan runYes

Notes: Compare household fees and collections. Unexplained differences go to human review.

DiagramDrag to pan, scroll to zoomFull height
Billing cycleopenedGroup billsby householdCompareexpected feesComparecollectionsInvestigatethe differenceReviewproposed actionPreparecycle reportDifference found?YesNoCycle complete
Flow nodes · 9
TypeIdName
startEventStartEvent_BillingCycleBilling cycle opened
serviceTaskTask_GroupBillsGroup bills by household
serviceTaskTask_CompareFeesCompare expected fees
serviceTaskTask_CompareCollectionsCompare collections
exclusiveGatewayGateway_DifferenceDifference found?
serviceTaskTask_InvestigateInvestigate the difference
userTaskTask_ReviewActionReview proposed action
serviceTaskTask_PrepareReportPrepare cycle report
endEventEndEvent_CycleCompleteCycle complete
Technical sourceShow
Household billing review

Build a billing review: group invoices by household, compare expected fees and collections, then investigate differences.

Thought process
Used Read records
Used Prepare flow
Used Open flow

The draft is ready. Inspect the steps before deployment.

Used 3 tools (Read records, Prepare flow, Open flow)

Explain the cycle once

The team supplies example billing records and describes the checks: expected fees against debits and invoices, then household bills against collections. Boagent drafts the process around those instructions.

A process the team can follow

Describe how an operations process should work, and Boagent prepares a workflow your team can inspect. The agent connects the steps, checks the draft, and prepares the work inside it. People approve what goes live and decide the exceptions that need their judgment.

Describe, connect, and approve a workflow Describe Connect Approve

Regulated firms need enterprise workflow

Either our deployment engineers work with your team to understand your processes or your operators follow a step by step Q&A process directly with the agent to implement your workflows. Either way, the result is a definitive and governable workflow.

  • AgentDraft the flow
  • HumanApprove deployment
  • AgentPrepare data
  • HumanSet decision points
  • AgentInvestigate exceptions
  • HumanDecide proposed corrective actions
  • AgentExplain run status

Questions worth asking.

Start with the work
your firm needs done.

Bring a process, its sources and the decisions that matter. We’ll work through how Boagent could fit your team.

Let’s talk