Process & task design
Map the trigger, required information, business rules, intended action, and completion criteria. Define the bounded tasks the agent can perform and how it passes work to another system or a person.
AI AGENTS / CONNECT THE WORKFROM ANSWERS.
FROM ANSWERS.
TO USEFUL ACTION.
Automate a real business workflow, from document processing and request routing to reporting and operational handoffs. 3PS connects AI agents, applications, data, and identity with defined permissions, review points, and accountable ownership.
500+ customers served.
Backed by 100+ professionals and technical resources across our delivery network.
One controlled workflow
What to bring
Choose one workflow, its data sources, allowed actions, and human approval point.
What the work produces
Define the agent, exception handling, evidence of useful output, and a testable route to production.
We confirm the scope, deliverables, fees, and responsibilities before work begins.
DISCUSS THIS ENGAGEMENTWHAT SHOULD THE AGENT ACTUALLY BE ALLOWED TO DO?
Finding a document, preparing a recommendation, updating a system, and authorizing a transaction are different levels of responsibility. The workflow needs an explicit boundary between information, proposed action, approved action, and the record of what happened.
Start with a repeatable process and identify where reasoning helps, where deterministic software is more appropriate, and where a person remains responsible. The application integration and exception path are as important as the model responding to the request.
ENGINEER THE WORKFLOW END TO END.
Application & data integration
Connect the approved APIs, documents, queues, and business platforms. Design credentials and tool permissions around the task, with clear handling for missing data, unavailable services, and inconsistent responses.
Review & exception handling
Separate drafting from sending, recommending from approving, and attempted execution from verified completion. Build review steps around the consequences of the action and provide a usable route for exceptions.
Evaluation & operations
Test representative tasks, denied permissions, tool failures, and incomplete results. Establish monitoring, change review, rollback, and ownership as prompts, models, source systems, and business rules evolve.
ACCEPT THE WORK, NOT JUST THE DEMO.
- 01
A defined task boundary
Document the actions, data access, review requirements, and completion evidence for the workflow.
- 02
A working integration
Verify the path through the actual systems, including retries, failures, and the resulting business record.
- 03
An operating owner
Assign responsibility for exceptions, permission changes, evaluation, releases, and continuing improvement.
The scope can include knowledge assistants, document workflows, service agents, internal operations, and application automation. Actions involving external communication or changes to business records are designed around explicit authorization and review requirements.
THE PRACTICAL QUESTIONS.
01Can an agent use our current systems?+
Where supported by the platforms and authorized interfaces, yes. Discovery establishes access, API capabilities, licensing, business rules, and which parts of the process should remain outside the agent.
02How do you decide whether the agent is ready?+
Agree on representative tasks and acceptance measures before rollout. Evaluate the useful result, the correctness of executed actions, permission boundaries, failure handling, and the evidence that the business workflow completed.
GO DEEPER.
BRING THE OBJECTIVE.
LET’S GET TO WORK.
Bring a process that consumes time, creates handoffs, or depends on disconnected systems. We will define where an agent can help and how to prove the result.
DISCUSS AN AGENT OR AUTOMATION PROJECT