Define the assignment
Give the agent the supplier submission, the applicable checklist and a clear document-review task.
Flow / Cases & decisions
Give agents a defined part of the process.
Flow lets agents handle scoped work within an established business process. A team can define the task and its operating boundaries, then bring the resulting work into the next review with the relevant context attached.
Agentic executionFlow
Check the supplier submission for missing onboarding documents and draft a follow-up for review.
In the workspace
Assigned task
Compare submission with onboarding checklist
Agent finding
Insurance document · Not included in submission
Review handoff
Follow-up draft · Procurement review requested
Scope the agent’s work around a specific onboarding checkpoint.
How it works in Flow
The procurement owner receives a focused finding and a draft they can inspect before contacting the supplier. The agent’s contribution stays tied to the checklist and the submission it examined.
Set the action boundary
Specify which preparation work the agent may perform and where a person must make the decision.
Review the contribution
Check the finding against the submitted material and decide whether the proposed follow-up is appropriate.
Bring Flow to your team.
Explore agentic execution around your company’s workflows.