Sidekick Flows
Packaged AI workflow automations for the repetitive work: triage, drafting, routing, enrichment, and follow-ups — event-driven or scheduled, with an approval inbox in front of anything risky.
What you get
A set of automations wired to your real systems. An event or a schedule triggers a flow; the agent gathers context, does the work — classify the ticket, draft the reply, update the record, chase the follow-up — and either completes it or parks it in an approval inbox where a human approves, edits, or rejects in one click. Every run is traced end to end.
What makes it different
Most automation tools make you draw the flowchart and break when reality doesn't match it. Flows pairs deterministic triggers with an agent that adapts inside the step — and puts human judgment exactly where risk lives, not on every action. Rejections and edits feed the eval set, so a flow you correct twice stops needing correction.
What it can do for you
Start with one queue that eats your team's week; expand flow by flow as trust builds.
- Inbox and ticket triage with owner detection and routing
- Drafted replies and documents, in your tone, awaiting approval
- Record enrichment and cross-system updates through MCP tools
- Scheduled sweeps: follow-ups, reminders, data hygiene
- Approval inbox with full context and one-click decisions
- Traces, cost attribution, and eval gates on every flow
When it makes sense
There is a queue your team processes by pattern — support triage, order exceptions, intake forms, renewal follow-ups — and the pattern is teachable. You want the volume handled without giving an unsupervised bot write access to anything.
How we ship it
Typical first flow is 2–3 weeks: connect the systems, define the trigger and the approval boundary, run it shadow-mode against real traffic, then go live with the approval inbox on. Additional flows reuse the same connections and get cheaper each time. Runs on the same governed runtime as every Group e-media build — graduate to a custom Agent Workflows engagement when you outgrow the packaged shapes.
Questions people actually ask
Will it send emails or change records without anyone checking?
Not where risk lives. Anything you mark as needing judgment parks in an approval inbox where a person approves, edits, or rejects in one click — and every new flow starts in shadow mode, running against real traffic without acting, so you see what it would have done before it does anything. Routine, reversible steps can run automatically once you're comfortable.
What can a flow actually touch in our systems?
Only the connections you grant, through governed MCP tools — and every run is traced end to end, with cost attribution, so you can always answer what happened and why. When you reject or edit a draft, that correction feeds the eval set: a flow you correct twice stops needing correction.
How do we start, and how long does the first flow take?
Pick one queue your team processes by pattern — support triage, order exceptions, intake forms, renewal follow-ups. A typical first flow is 2 to 3 weeks: connect the systems, define the trigger and the approval boundary, run shadow mode against real traffic, then go live with the approval inbox on. Additional flows reuse the same connections and get cheaper each time.
What happens when the packaged flow shapes don't fit anymore?
You graduate to a custom Agent Workflows engagement on the same governed runtime — the triggers, connections, traces, and approval patterns carry over. Nothing you built with Flows gets thrown away; it becomes the foundation the custom work stands on.
Frequently paired with
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