01
Understand
The agent pins down what is actually being asked.
02
Plan
It lays out the steps before it acts.
03
Research
It pulls from your documents — every finding with its source.
04
Draft
It writes the reply, sources attached.
05
Your approval
Nothing goes out without your yes.
Approval gates are risk-scoped: routine steps run on their own; anything irreversible — sending, spending, touching a live system — waits for a human. Lower-risk work may only need the final gate.
The learning loop: every approval, edit, or rejection teaches the agent your standards. Corrections become standing rules — visible, editable, yours.
Several workflows in one firm can be coordinated by a layer above them — we already run this pattern internally, with our own agents sharing one task queue around the clock.