Agentic Workflow Redesign · Asset Pack
Automation rate is not the goal. Write down when the workflow must stop, and someone will finally let it go live.
Breaks multi-step manual workflows into a clear human-agent division of labor.
Starts from workflow deconstruction: decide which steps go to agents, which stay with human approval, and produce a workflow canvas plus acceptance criteria. Prevents automation for its own sake — rules and human-agent boundaries are written down before automation rates are discussed.
If you are hitting these
- Many process steps, manual data shuffling and layers of approvals
- Approval chains are long — waiting takes longer than doing
- You want agents, but can't define the human-agent boundary or fallback design
The process itself is still unstable — stabilise it before handing any step to an agent.
How to use it
The full path from inventory to acceptance; each step has a concrete output.
What's inside
Agent workflow canvasApproval & escalation checklistAcceptance criteria packEvery deliverable in the pack — apply as-is, then adapt to your business.
Break the current process into indivisible steps, logging inputs and outputs.
Assign an executor per step by rule clarity and risk level.
Define quality metrics, alert thresholds and fallback actions per agent step.
Run one loop of agent execution with human fallback end to end.
Acceptance standards
You've used this pack well when the following hold — they double as review criteria.
- 01
Every agent step has explicit inputs, outputs and a failure fallback
- 02
Human approval points have concrete criteria, not "escalate when it feels off"
- 03
Automation rate has a baseline number for comparison after validation
Output template preview
A skeleton of what the pack produces; the full template ships inside the pack.
- S1 Request form (human)
- S2 Compliance pre-check (agent)
- S3 Exception to human (rule)
- S4 Approval (human)
Fallback: S2 confidence < 0.8 → S3
Dashed rules mark example rows — replace them with your own data and the sheet is done.
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Agentic Workflow Redesign · Asset Pack
- Our stance
- Automation rate is not the goal. Write down when the workflow must stop, and someone will finally let it go live.
- If you are hitting these
- Many process steps, manual data shuffling and layers of approvals; Approval chains are long — waiting takes longer than doing; You want agents, but can't define the human-agent boundary or fallback design
- When not to use it
- The process itself is still unstable — stabilise it before handing any step to an agent.
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