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Agents and workflows

Hand over tasks,
keep control.

Agents take on recurring work across your knowledge. They stay visible step by step and put sources into the result — with the permissions you already have.

  • Your permissions, your rules
  • Workflows you can watch
  • Results with their sources
An agent reads a contract, a policy, a spreadsheet and an email, respects permissions and returns a contract review with the cited passage

Tasks agents take on

The work that comes round every week.

Whether contracts, policies or mail — your agents take on the recurring work reliably, with a source, and inside the permissions you already have.

Answering knowledge questions

Precise answers from your sources — with a citation.

See an example

Putting research together

Structure information from several documents.

See an example

Recurring checks

Workflows on a schedule — completeness and inventory checks included.

See an example

Preparing handovers

Pull together where a case stands, so cover can carry on.

See an example

Building your own workflows

Set up recurring workflows from vetted building blocks.

See an example

How your agents work

Four steps
to the result.

From the idea to a running agent — configured simply, visible in the workflow, fully checkable.

  1. 1

    Set the goal and the sources

    You describe the task and choose the relevant sources (for example contracts, policies, mailboxes).

  2. 2

    Configure the agent

    You set the rules, the checks and the output format — with no programming at all.

  3. 3

    Test and refine

    The agent works through a sample. You review the result and adjust it if you need to.

  4. 4

    Go live

    The agent takes on the task automatically — on a schedule, or when new documents arrive.

Setting up a new agent: describe the task, choose the sources and test the agent

An agent is not a master key

Safe. Controllable.
Under your supervision.

Agents work with existing permissions, keep every step on record and leave sources visible. What applies to your people applies to every agent.

Existing permissions apply

An agent sees only what the person who asked for it may see. There is no account of its own that reaches further.

Every step can be followed

Actions, decisions and linked sources stay visible — even months later.

Clear limits

You decide what an agent may do and what it may not. Reading and reporting change nothing in your systems.

Controllable at any time

Runs can be inspected, adjusted, paused or stopped. Anything that writes waits for your approval.

Common questions

Can an agent like this
break something?

Does the agent reach data without permission?

No. Every run takes on the existing permissions of the person who asked for it. Anything not released to you appears in no step and no result.

Can the agent return a wrong result?

A result carries its sources. You check it against the original, not on trust. If something is off, you see the passage and can stop the run.

How are changes recorded?

The plan, the steps, the sources and the result of every run are logged and can still be followed months later.

Who can see what the agent did?

Anyone who may see the run and the log under your permissions. The plan is open before the work starts, and every step carries its sources.

Can I stop the agent at any time?

Yes. Runs can be inspected, adjusted, paused or stopped. Actions that reach into a system wait for your personal approval anyway.

Which tools can an agent use?

Agents reach tools through vetted MCP servers. Tools that read work without asking; tools that act need your approval first.

Agents and workflows

Which task will you hand over first?

Think of a task that comes up every week in your team. In the trial you see how an agent plans it, which sources it brings back and at which point it needs your approval.