Workflow agents with clear limits
Workflow automation works best when every step has an explicit permission — and an undo path.
List every action separately
Inventory read, create, update, send, book and delete operations one by one. Give the agent only the records and methods the active task needs, using short-lived, customer-scoped credentials where possible. A sentence in plain language can never widen an API permission.
Put the approval where it hurts
Approval happens after the final details are assembled and before the outside world changes. The reviewer sees destination, changed fields and consequence. Any later change cancels the approval; refusals, expiries and reuse attempts all appear in the record.
Recover fast and learn
Duplicate-safe operations, queues and rollback procedures reduce partial or repeated work. Operators can stop new actions, isolate one customer account and preserve evidence. Incidents and near misses feed regression tests — and can trigger reassessment before the quarterly review. Want your workflow mapped this way? Choose “Discuss your agent”.