Explore GreatWork AI Agent for bounded task planning, approval decisions, exception reviews, and operating records. Discuss permissions and pilot measures.
Start AI-agent planning with a task your team can describe, verify, and review. The AI Agent module provides a focused place to discuss work records, approvals, and operating responsibilities in GreatWork. Bring a representative request and an unacceptable result to the walkthrough so the boundaries, evidence, and human decisions are clear from the beginning.
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Where AI Agent fits
Define the intended outcome, permitted information, and actions that need approval. Agree who checks the result and what should happen when evidence is missing or a request falls outside scope. Review the available configuration with realistic examples, including an exception and a correction. Identify the records and reports needed to understand completed and unresolved work. Confirm model-provider setup, tool permissions, connected systems, and operating limits before a pilot, then choose measures that reflect accepted outcomes and the effort needed to review them.
Practical workflows to discuss
- Prepare a bounded service-request triage pilot with human review checkpoints.
- Define the evidence required before accepting an AI-prepared work summary.
- Review an exception route for incomplete or out-of-scope requests.
Plan your setup
- What outcome can the process owner verify for each request?
- Which information and actions should the agent be permitted to use?
- Who reviews exceptions and decides when the pilot should pause?
Explore AI Agent
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: AI, Automation & Productivity.
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