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Human-in-the-loop Workflow Agent

A reviewable workflow agent for structured business operations: extract facts, check rules, prepare a summary, ask for human review, and keep a clear record.

This project focuses on a realistic enterprise pattern: AI prepares the work, but humans keep the final decision visible and controlled.

Why this project exists

Many business workflows are repetitive but still require judgment. Requests often arrive through documents, spreadsheets, emails, or internal systems. The useful agent is not the one that hides the decision. The useful agent is the one that prepares the case clearly.

The goal is not full autonomy. The goal is safe delegation.

A practical workflow agent should answer:

  1. What request came in?
  2. What facts were extracted?
  3. Which rules were checked?
  4. What does the system recommend?
  5. What should the human reviewer decide?
  6. What record remains after the decision?

Product shape

The product should feel like a small work review console.

Core screens:

Screen What it shows
Request Intake Original request and attached sample data
Extracted Fields Structured fields with confidence or notes
Rule Checks Matched rules, missing fields, and warnings
Summary View Short explanation of what the system understood
Review Screen Approve, reject, or request changes
Record View Final state, reviewer action, and timeline

MVP target

Build a sample business workflow where the agent extracts facts, checks rules, prepares a review summary, pauses for human decision, and records the result.

request -> fields -> rule checks -> summary -> review -> final record

The first demo should show that the workflow is concrete and easy to inspect.

Prioritized roadmap

Priority Workstream Outcome
P0 / MVP Workflow definition The business process is concrete and understandable
P0 / MVP Structured extraction The system works with facts, not loose text
P0 / MVP Rule checks and summary The reviewer can understand why attention is needed
P0 / MVP Showcase path One demo path from request intake to final record
P1 Review UI Humans can approve, reject, or request changes
P1 Mock business-system action The workflow can close the loop without real systems
P1 Workflow evaluation cases Business rules can be checked repeatedly
P2 Interview notes and demo script The project is easy to explain to operations and AI teams

Repository documents

Demo narrative

  1. Load a sample business request.
  2. Show extracted fields.
  3. Show rule checks.
  4. Generate a clear summary.
  5. Send the case to review.
  6. Show the final record.

What this project demonstrates

  • Business workflow understanding.
  • Structured extraction and decision preparation.
  • Human-centered automation rather than blind autonomy.
  • Clear review and record design.
  • Strong fit for AI automation, internal tools, and operations roles.

Status

Planning and scaffolding. Issues are used as the implementation roadmap. The next build target is the P0 MVP showcase path.

About

Human-in-the-loop workflow agent for invoice reconciliation, policy checks, risk scoring, tool dry-runs, and auditable approvals.

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