AI Agents and Workflow Automation
Connect recurring tasks in a practical workflow.
Between research, data transfer and approval, there are often many manual handovers. We develop workflows that combine rule-based automation with suitable AI functions. An agent receives a defined task, limited tools and verifiable results. This creates support for your process, whose decisions, exceptions and responsibilities remain comprehensible.
Your options
Services that move your project forward
Understand the process and automation boundaries
We record triggers, inputs, work steps, decisions and exceptions. Rule-based steps and tasks with interpretive needs are deliberately distinguished.
The solution uses AI where it fits the task.
Define tools and interfaces
Permitted functions, input formats and access rights are specified. Identities and technical permissions are limited to the requirements of each task.
The agent works within a technically defined scope of action.
Implement states and handovers
Progress, intermediate results and the people responsible are recorded clearly. Approvals, clarification requests and handovers to people form part of the workflow.
A process remains understandable even with longer interruptions.
Handle errors and retries
We design time limits, retry behaviour, stopping conditions and handling of duplicate execution. Critical changes receive suitable checks and explicit approval where required.
Exceptions lead to defined next steps.
Check results and process benefits
Representative processes compare processing quality, effort, errors and necessary rework. Automatic steps and human intervention are evaluated together.
The benefit is measured across the complete process, including human intervention.
Prepare operations and further development
Versions, execution logs, usage and responsibilities are documented. Relevant experience with workflow orchestration, APIs, identities and observability from SYNEDAT PLATFORM supports the implementation.
The workflow can be operated and changed in a controlled manner.
Where to start
AI Agents and Workflow Automation Use cases
Three example situations show how we can help.
A case requires research across several systems
We combine permitted queries with structured preparation for further processing.
Documents need to enter a defined review process
Extraction, classification and suggestions are combined with business validation and existing approvals.
An AI prototype becomes hard to follow when errors occur
We add explicit states, technical limits, retry behaviour and a clear handover to the people responsible.
From requirements to results
A clear process with agreed milestones
Select a process and define the benefit
A suitable process with available interfaces and assessable results is defined.
Design the workflow and permitted actions
Steps, tools, permissions, approvals and exceptions are agreed.
Implement and review workflow
The process is tested with normal cases, interruptions and errors.
Hand over operations and evaluate the benefit
Responsibilities, monitoring and criteria for further development are defined.
Your benefit
What you receive
- A documented workflow with tasks, states and clear boundaries.
- Implemented integrations and technically limited agent capabilities.
- Test results for normal cases, errors, approvals and retries.
- Operational information, responsibilities and an assessment of the agreed process benefit.
Ways to work with us
Choose a starting point that fits your needs. We agree the scope and required effort in a tailored proposal.
Assess a workflow and potential agent use
For a clear decision: process, interfaces, limits and success criteria.
Request a quote: Assess a workflow and potential agent useImplement a controlled workflow
To get started: defined tasks, integrations, approvals, and tests.
Request a quote: Implement a controlled workflowExtend the automation
For additional processes: reusable components, observability and defined operations.
Request a quote: Extend the automationSYNEDAT PLATFORM
Platform experience for your project
We use these selected tools in SYNEDAT PLATFORM or its delivery processes. We adapt suitable practices to your project and align their integration with your existing systems.
Identities, secrets and policies
Keycloak · OpenBao · External Secrets · Kyverno
Sign-in, technical secrets and platform policies serve different purposes. We connect them with roles, limited permissions and documented exceptions. The selected tools form part of a common access and operating model.
Controlled access and more consistent platform policies.
Observability and operations
Prometheus · Grafana · Alloy · Loki · Tempo
Metrics, logs and traces provide different views of applications and platforms. We organize data sources, dashboards and alert paths around specific operating questions. Retention, sensitive data and costs are considered when planning data collection.
Better incident diagnosis and informed operating decisions.
Data, search and messaging
MySQL · Redis · RabbitMQ · Solr · OpenSearch
Data storage, caching, messaging and search have different consistency, access and recovery requirements. We select and connect these components around your business processes. Ownership and maintenance are part of the integration.
Technical components that fit your data and application processes.
Questions before you get started
When does a workflow need an AI agent?
Fixed rules and stable processes can often be automated without a language model. An agent can be useful when content needs to be interpreted or next steps need to be selected within clear boundaries. We check the simplest suitable combination for your process.
Is an agent allowed to change data or send messages independently?
Those actions must be explicitly included in the agreed process. Access, inputs and approvals are checked by the application. Significant actions can require confirmation by an authorised person; a model suggestion alone does not grant permission.
How are duplicate executions prevented?
Processes and individual actions receive suitable identifiers and states. Retry handling detects completed steps or handles them safely. The specific solution depends on the connected interfaces and is tested accordingly.
What happens if a tool or model service fails?
The workflow has time limits, defined retries and a clear error state. Depending on the process, it can pause, request clarification or hand over to a person. Ownership and resumption procedures are agreed in advance.
Can an agent access existing enterprise systems?
Defined functions can be connected where suitable interfaces and permissions are available. We check interface contracts, authentication, data scope and possible side effects. The agent receives only the functions intended for its task.
How can we trace the automation's decisions and actions?
Relevant state changes, tool calls, approvals and results are logged within the agreed scope. Sensitive content in logs is limited. Technical traces support diagnosis; subject specialists still need to assess the actual result.
How are uncontrolled loops and costs limited?
We set suitable limits on steps, runtime, retries and resource usage. Stopping conditions and escalations are tested. Monitoring covers the entire workflow, including individual model requests.
How is an initial process selected?
A suitable starting point has a clear trigger, a few integrations, known exceptions and measurable results. The effects of automatic actions should be manageable. We evaluate benefits and required follow-up work before extending the rollout.
Discuss your next step
Which recurring handover takes up a lot of your team's time?
Describe the process and the systems involved. We propose an initial workflow with a manageable scope and assessable results.
AI Agents and Workflow Automation
Your next step
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