Rank opportunities by mission value, readiness, sensitivity, complexity and risk.
AI agents and workflow discovery
Design agentic workflows around real work and human accountability
An agent should not begin as a technology demonstration. It should begin with a defined responsibility, approved information, human decision points and a measurable outcome.
Workflow firstApproved knowledgeHuman approvalMeasurable outcomes
The use-case question
Where can an agent help without obscuring responsibility?
The workshop identifies work that can be supported by agents and defines the boundaries, evidence and oversight required before a pilot.
Document triggers, inputs, tools, decisions, outputs and handoffs.
Define permissions, approved sources, human review, escalation and logs.
Create a focused implementation scope, success measures and next decision gate.
Request the next conversation
Share the decision or outcome you need to clarify. A human will review the context.
What the engagement covers
From process understanding to governed pilot
The workshop can address one workflow in depth or compare a portfolio of potential agent opportunities.
People, systems, information, bottlenecks and exceptions.
Specialized responsibilities and boundaries rather than one generic assistant.
Approved sources, retrieval, integrations and allowed actions.
Approval, review, correction, escalation and final accountability.
Identity, permissions, logging, testing and change control.
Time, quality, completion, risk events, user experience and value.
A practical route
Move from uncertainty to a documented next step
Discover the work
Clarify the mission, users, process, information and pain points.
Design the workflow
Map agent tasks, knowledge, tools, human decisions and exceptions.
Govern the pilot
Set controls, tests, evidence, owners and acceptance criteria.
Build and learn
Implement a focused pilot and improve from observed performance.
Frequently asked questions
Before you begin
Is the workshop tied to Marbles Cognitive OS?
No. The workshop is technology-informed but begins with the workflow and governance need. Marbles may be considered where its developing capabilities are relevant and accurately represented.
Can an agent act without human review?
The right oversight depends on the task and risk. High-impact or sensitive decisions require appropriate human accountability and controls.
Can this include Microsoft Copilot agents?
Yes. The workshop can consider Microsoft tools, custom agents, knowledge systems and other approved environments.
What is the typical output?
A prioritized use case, workflow map, governance requirements, pilot scope and measurement plan.
Begin with the work, not the novelty.
Design an agentic pilot that people can understand, govern and evaluate.