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You stay in control
Fixed steps and AI judgment
Steps that should run the same way every time do. The AI uses judgment only where you let it.
- Step 1Match the invoice to the purchase orderSame every time
- Step 2Decide whether a price change is a mistakeUsing your price listAI judgment
- Step 3Approve anything over $5,000The controller gets a formPerson decides
- Step 4Update the record and tell the vendorSame every time
How it works
- Fixed stepsSome steps do the same thing every run, like sending the approval email.
- AI judgmentAt other steps, the AI follows your team's guidance to handle what can't be decided in advance, like whether a price change looks like a mistake.
- People decideWhere you want a person to decide, the step waits for them.
- It stays within limitsThe AI can only use the apps and actions the operation was built with.
- Change it anytimeSay what's different, like "have a person approve every refund over $200".
Create the onboarding task
TypeAsana › Create task
Inputs3/5 by agent
workspaceConstant
Acme OperationsprojectsConstant
Customer onboardingnameAgentic
Name of the task
notesAgentic
Free-form text for the task
due_onAgentic
Date the task is due
For example
In an invoice operation, matching the invoice to the purchase order runs the same way every time. Deciding whether a price change is a mistake is the AI's call. Anything over a set amount waits for the controller.
See a full operation like this →More detail in the docs: The workflow →
Next feature
Model routing →