AI agents and workflows

An AI agent uses a model and connected tools to carry out steps toward a task. Through its tools, an agent retrieves information, prepares outputs, and makes changes in connected systems.

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Tasks for an AI agent

Agents gather research, compare records, prepare reports, and route exceptions for review. Select tasks based on the available data, the decisions involved, and the consequences of an error.

What to define before a pilot

  • The task and the criteria for a satisfactory result.
  • The sources and tools the system is allowed to use.
  • The actions that require a person to approve them.
  • The conditions that stop the workflow or trigger review.
  • The records needed to examine the system's actions.

Related guidance

Our readiness assessment examines these questions with your team. Read more about governance, agent security, and audit trails.