Lowest autonomy
Automation
The system runs a fixed path
- Use when
- The steps are known, repeatable, and rule-based.
- Control
- Exceptions stop the run and go to a person.
- Example
- Extract fields from an inbound document and create the record.
Build · Agents & Copilots
Scoped assistants for specific roles and tasks, with defined permissions, defined actions, defined limits, and a person accountable for what ships.
Use the least autonomous design that achieves the outcome reliably. Read left to right; move right only when the pattern to the left cannot do the job.
Lowest autonomy
The system runs a fixed path
Medium autonomy
A person stays in the driving seat
Highest autonomy — use last
The system plans steps inside a fixed boundary
Inside the boundary
Handed to a person
Choosing the pattern
Assists a person inside a task. The person stays in the flow, sees the suggestion, and decides what happens next. Nothing leaves the screen without them.
Performs a bounded sequence using approved tools and permissions. The boundary, the tools, the stopping conditions, and the review points are defined before it runs.
Deterministic rules and integrations. No model judgement involved — the right answer when the logic is knowable and stable.
Use the least autonomous design that achieves the outcome reliably.
Implementation blueprint
01 · Trigger
A person opens the task, or a defined event starts a bounded sequence within agreed operating hours and scope.
02 · Context and data
Approved sources and tools only, with permissions inherited from the user. The tool list is explicit — anything not listed cannot be called.
03 · AI task
Suggest, draft, retrieve, or execute a defined sequence of steps, stopping at the agreed boundary or when confidence drops.
04 · Human control
Copilot output is always reviewed in place. Agent sequences stop at defined checkpoints, and any external or irreversible action requires approval.
05 · System action
Writes back to the approved system, opens a draft, or hands a completed step to a person with the working shown.
06 · Evaluation
Scenario tests across expected and edge paths, including refusal cases, tool failures, and the stop conditions themselves.
07 · Monitoring
Every tool call logged, with completion, escalation, and override rates reviewed on a schedule.
08 · Ownership
A named business owner, plus a technical owner for tool permissions and scope changes.
The problem
General-purpose chat tools get used informally, without permissions, evaluation, or records. That produces inconsistent quality and unclear data exposure. A useful assistant is narrow: one role, a defined task set, and explicit boundaries on what it can touch.
Example workflow
01
A meeting is booked in the calendar with a linked CRM account.
02
The assistant pulls account history, open items, and approved reference material within the user's permissions.
03
A structured brief is produced against a fixed template, with sources cited.
04
The owner reads, edits, and decides what to use. Nothing is sent externally by the assistant.
05
The final brief and the edits made are logged for quality review and improvement.
Human control
Measurement model
| Measure | How it is tracked |
|---|---|
| Task completion time | Before and after, for the specific tasks in scope |
| Acceptance rate | Share of outputs used with minor or no edits |
| Edit distance | How much users change before using the output |
| Flagged output rate | User-reported quality issues per period |
| Active usage | Weekly active users against the intended population |
Boundaries
Make your documented knowledge findable and usable, with answers grounded in approved sources and traceable back to them.
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Redesign and automate high-volume business processes end to end, with humans kept in the loop where judgement matters.
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Adoption programmes built around real tasks, so capability stays inside your organisation after launch.
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Start with a structured assessment of your workflows, systems, and data, and leave with a prioritized view of where AI can create real value.