Define the task and limits
Map the inputs, approved knowledge, permitted actions and human owner before building.
Agentic AI / Workflow automation
Workflow automation
Connect supported systems around a specific repetitive task. We define triggers, permitted actions, error handling and approval points, then test the handoffs with your team.
Let’s discuss your brief
01 / THE OPPORTUNITY
Workflow automation has a role in the bigger picture.
Connect supported systems around a specific repetitive task. We define triggers, permitted actions, error handling and approval points, then test the handoffs with your team.
The goal is not to run workflow automation in isolation. It is to give this service a clear job within your agentic ai strategy, with an audience, a relevant message and a next step that makes sense.
02 / OUR APPROACH
Useful technology. Clear responsibilities.
We design customer service, lead follow-up, content and workflow agents around your existing process. Confirm supported channels and system access, define what the agent can answer or change, then test the exceptions and human handoff.
What this means for workflow automation.
Connect supported systems around a specific repetitive task. We define triggers, permitted actions, error handling and approval points, then test the handoffs with your team. Before execution, we clarify the objective, scope, access requirements, responsibilities and reporting approach with your team.
Connect and test
Set up supported channels and systems, then test answers, errors, missing information and escalation.
Review in operation
Assess response quality and completed handoffs with your team, updating knowledge and rules as the business changes.
03 / CONNECT THE JOURNEY
Execution and
measurement.
Marketing creates interest. A separately scoped business agent can help answer routine questions or carry an enquiry to the right team. MIP remains the campaign-analysis layer; operational agents have their own brief and approval boundaries.
Connect with Marketing TechnologyWhat we look at together
Answer accuracy against approved knowledgeCompleted handoffs and routing qualityExceptions requiring human reviewMeasures are agreed for your scope. Delivery and engagement are not the same as a business outcome.
Bring the learning together with MIP04 / THE CAPABILITIES
What your engagement includes.
One service, a focused campaign, or ongoing support for your brand or creative agency.
What your engagement can include.
- Task map, triggers and permitted actions
- Supported system connections and approval gates
- Failure handling, testing and operating handover
Tell us what you want to improve, who you need to reach and what a useful response looks like. We use that context to shape the service rather than beginning with a tool or channel checklist.
Agree on the work.
Define deliverables, account ownership, access, responsibilities, dependencies and reporting before work starts. When another agency is involved, we clarify where each team contributes.
Review, then refine.
Bring the service’s reporting into the wider plan. MIP supports campaign visibility and analysis so your team can decide which questions, creative or allocations to revisit.
Workflow automation: your questions, answered.
How do you choose a workflow to automate?
Start with a repetitive task that has clear inputs, rules and an owner. Map the existing process, exceptions and useful outcome before deciding which steps are suitable for automation.
How are automation errors handled?
Agree logging, retries, notifications and a manual fallback for the supported systems. Test missing inputs, duplicate events and failed handoffs so an unsuccessful action does not silently look complete.
Can workflow automation change business records without approval?
Only the explicitly permitted actions are in scope. Access is limited to the task, and consequential changes can require human approval. The agent is not given unrestricted control of business systems.
TELL US YOUR BRIEF
Tell us what
you need to change.
Share your audience, objectives and campaign needs with our team.