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Microgentic

Managed digital operations

Custom Workflow Automation with Human Approval

Not every business works the same way. Tell us about a specific process, and our team designs a workflow around it: what people handle, what AI handles, and how it is reviewed. You approve the plan before we build anything.

A process that works only because someone remembers every step is difficult to maintain. Custom workflow work starts by making the trigger, handoffs, decisions, and exceptions explicit before choosing what to automate.

Discuss this workflow

Scope

What the work can include.

Your proposal selects the work, tools, timing, and cost for your process. These service areas are not an automatic package or a guarantee that every integration is available.

Approach

How to make the process manageable.

  1. Step 1

    Describe one complete process

    Start with the trigger and follow the work through to its output. Identify required records, tool access, decision-makers, and what happens when information is missing.

  2. Step 2

    Separate rules from judgment

    Use defined rules for predictable steps and human approval for sensitive decisions. Where AI drafts or summarizes information, specify what a person must verify before the next action.

  3. Step 3

    Test failure as well as success

    Agree how to handle duplicate inputs, failed connections, unexpected data, and requests that need escalation. A working normal path is only part of a reliable process.

Inputs, approvals, and measurement.

What you provide
One repeatable process, its starting trigger, example inputs, desired output, and known exceptions.
Human approval
You approve the workflow proposal and the points where automation must stop for human review.
How to review progress
Define completion, error, and exception measures for the specific workflow; compare them with the current process.

Questions to settle before starting.

When is a custom workflow appropriate?

When a recurring process crosses tools, needs consistent handoffs, or has repeatable preparation around a human decision. Very rare tasks or processes without clear inputs may need simplification before automation.

What belongs in the proposal?

The trigger, inputs, outputs, tools in scope, approval points, exception handling, access requirements, implementation work, and ongoing responsibilities. Timing and cost depend on those choices.

How do we control changes?

Identify who can approve new actions and which changes need another review. Expand the workflow only after reviewing its current behavior and the effect of the proposed change.

See the engagement process →

Related service areas

Start with the process you want to improve.

Describe the current steps and the outcome you want. We can review the scope and a practical first implementation.

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