Three ways to share the work
Every workflow we build runs in one of three modes, agreed with the people who own it before anything goes live.
- Assisted. AI drafts. A person finishes the work.
- Approval required. AI prepares. A named person approves before anything happens.
- Within limits. AI acts inside rules set in advance. Every exception goes to a person.
How to choose
Two questions decide most cases. What does a mistake cost, and can it be undone? Work that moves money, reaches a customer, or carries a compliance consequence starts with approval required. Work that is low in cost and easy to reverse, such as routing a referral or matching a document to a record, can run within limits once it proves reliable.
What it looks like
In a revenue cycle, an agent assembles a prior authorization packet and an authorization specialist approves the submission. In finance, a reconciliation agent matches thousands of transactions within limits and routes every exception to the controller. In home services, a dispatch agent rebalances the schedule after a cancellation, inside limits the dispatcher sets.
Autonomy is earned
We start conservative. Each workflow begins with more human review than it will eventually need. As the record shows the work is reliable, the owner can widen the limits. The record turns that decision into a matter of evidence rather than opinion.
What stays with people
Some decisions never move to a system: clinical judgment, credit decisions, engineering sign-off, export classification, and anything a customer asks a person to handle. We write those boundaries down before we build.