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For workflows too complex for simple automation.
Simple automation works great for linear processes: trigger, action, done. But some business workflows have too many decision points. An insurance pre-auth that needs different handling based on payer, procedure type, and patient history. A lead qualification process that varies by property type, price range, and buyer profile. I build agent systems where each agent specializes in one part of the process, and they coordinate to handle the full workflow. My open-source project maestro (92 stars on GitHub) is a multi-agent orchestration system with 30+ specialized agents, and I use the same architecture patterns for client projects.
If your workflow is a straight line (event happens, do these steps, done), you need workflow automation. If your workflow is a decision tree with branches that depend on context, exceptions that need different handling, and steps that require analyzing unstructured information, you need an agent system. A good test: if you drew your process on a whiteboard, would it look like a flowchart or a spider web? Spider web means agents.
Each agent in the system has a specific role: one handles intake and classification, another does research and data gathering, a third makes routing decisions, and others handle execution for different workflow branches. They share context through a structured memory system and can escalate to humans when confidence is low. The result is a system that handles 80-90% of cases autonomously and routes the genuinely hard ones to your team with full context attached.
New client document uploaded to the firm's portal.
Intake agent classifies the document type (KYC, investment policy statement, account transfer).
Extraction agent pulls key data points: client name, SSN, account numbers, risk tolerance.
Validation agent cross-references against existing records and flags mismatches.
Compliance agent checks against current regulatory requirements and firm policies.
If clean: documents filed, client notified, advisor updated. If flagged: compliance officer gets a summary with specific issues highlighted.
Ongoing maintenance available at $500/month
Every project starts with a free call. If automation isn't the right fit, I'll tell you.
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