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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.

  1. Step 1Match the invoice to the purchase orderSame every time
  2. Step 2Decide whether a price change is a mistakeUsing your price listAI judgment
  3. Step 3Approve anything over $5,000The controller gets a formPerson decides
  4. Step 4Update the record and tell the vendorSame every time
One invoice operation. Your team chose which steps run the same way every time, where the AI uses judgment, and where a person decides.

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 Operations
projectsConstant
Customer onboarding
nameAgentic
Name of the task
notesAgentic
Free-form text for the task
due_onAgentic
Date the task is due
A step that creates an Asana task, as it looks in Malleable. The project is locked, so every task lands in the same place. The AI writes the task name and notes for each case.

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 →