Build your own

Agent Designer

An example conversation with the agent

AI Impact

6–10

Steps in every design, each with an owner

3

Owners: the agent, code rules, or a person

100%

Designs with a person reviewing before anything irreversible

Key Capabilities

Describe it in plain English

Write the workflow the way you'd explain it to a new starter. No forms, no code.

Steps with owners

Every step says who does it: the agent, a code rule, or a person reviewing.

Guardrails built in

Decisions that move money or change master data stay in code, with a person before anything irreversible.

Audit trail by design

Each design says what is recorded at every step, so the agent is auditable from day one.

Scenario

FO

Finance Operations Lead

Turning manual workflows into governed agents

01

Month-end accruals take days of spreadsheet work

“Design an agent that finds services received but not yet invoiced and drafts the month-end accrual journal.”

02

Invoices are matched to POs by hand

“Map the actual expense on active invoices to the active POs by PO number, and flag any PO that is overspent.”

03

Supplier bank-detail changes are a fraud risk

“Design an agent that checks every supplier bank-detail change request before it reaches the vendor master.”

04

Small-business loans wait days for a first review

“Design an agent that reviews a small-business loan application against our credit policy and prepares the credit memo.”

AI
Agent DesignerDescribe a workflow · get an agent design
Example
Example conversation with the agent: Design an agent that finds services received but not yet invoiced and drafts the month-end accrual journal.Example conversation with the agent: Design an agent that finds services received but not yet invoiced and drafts the month-end accrual journal.