AI Agents for AI Agents for Human-in-the-Loop Workflows
WorkAgentic builds AI agents for human-in-the-loop workflows that automate a process end to end but pause at defined checkpoints for a person to review, so your team keeps judgment on the calls that actually need it without slowing everything else down.
No technical team neededBuilt by CPAs
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Human-in-the-Loop Workflows
Six checkpoint tasks your team stops running manually
Each agent automates the process end to end and pauses only where judgment is actually needed. No blanket manual review, no automation running unchecked on the calls that matter.
Configurable Review Checkpoints
- Checkpoints placed exactly where your process actually needs judgment
- No blanket manual review across steps that don't carry real risk
- Checkpoint conditions configured per process instead of applied uniformly
- Checkpoints added or removed without rebuilding the underlying process
- Thresholds loosened or tightened as confidence in the process changes
Confidence-Based Escalation
- Low-confidence outcomes routed to a person automatically, not guessed at
- High-confidence outcomes proceed without waiting on a review
- Confidence thresholds set per checkpoint based on what's actually at stake
- Escalation criteria refined over time as real outcomes accumulate
- Review volume shrinks naturally as the process proves itself out
Context-Rich Review Packets
- Relevant data and reasoning assembled automatically for the reviewer
- No digging through underlying systems to understand why a checkpoint fired
- Packet format tailored to what each checkpoint actually needs reviewed
- Prior related decisions surfaced for consistency where relevant
- Reviewer can decide in minutes instead of reconstructing context first
Parallel Processing Around Checkpoints
- Only the specific instance that triggers a checkpoint gets paused
- Every other instance continues through the process automatically
- One slow review never becomes a bottleneck for the rest of the queue
- Paused instances resume automatically the moment a decision is made
- Throughput stays high even as review volume fluctuates
Review Decision Logging
- Every checkpoint decision logged with who made it and when
- Reasoning captured alongside the decision, not just the outcome itself
- Full history available for audit without reconstructing it after the fact
- Overridden automated outcomes logged separately for review
- Records retained even after the underlying process instance closes
Checkpoint Performance Analytics
- Trigger rate tracked per checkpoint so overly cautious ones stand out
- Average review time visible per checkpoint and per reviewer
- Override rate surfaced so thresholds that need adjusting are obvious
- Trends tracked over time, not just a single checkpoint's history
- Data available to decide when a checkpoint can safely be loosened
Built Around Your Workflow
Your existing systems are already the source of truth
WorkAgentic builds each workflow automation agent around the systems, rules, and approval logic your team already uses. Nothing about how your team works today needs to change. The agent runs in the background, and your team reviews exceptions and keeps final say.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
100+
systems we connect to
Any API
if it exports data, we connect
NetSuite
SAP
Salesforce
Xero
Oracle
Dynamics
Sage
100+
more systems
SAP, Oracle, Workday, Monday.com, Asana and any system with a structured API or data export
Case Studies
AI agents we have already built and deployed
Real deployments. Real outcomes. Each agent was built from scratch around the client's exact workflow.
Frozen Foods / CPGHow a $150M Frozen Foods Distributor Eliminated Overnight Temperature Risk and Prevented $200K–$250K in Annual Losses
A leading frozen foods distributor managed millions of dollars of temperature-sensitive inventory across its refrigerated fleet but had no visibility into trailer temperatures during overnight hours. This created a significant risk of product spoilage, inventory loss, and customer service disruptions.
Read case study
CPG / Consumer Packaged GoodsHow a $50M CPG Brand Replaced a $180K TPM System and Unlocked $300K in Annual Value Using Open-Source TPM and Agentic AI
A $50 million consumer packaged goods (CPG) brand was struggling with the growing complexity of trade promotion management. Despite investing heavily in a traditional TPM platform, many critical processes remained manual, including trade planning, accrual management, deduction reconciliation, customer profitability reporting, and trade spend analysis.
The company was spending approximately $180,000 annually on TPM software while dedicating significant internal resources to managing promotions, deductions, and reporting activities.
Read case study
Frozen Foods / CPGHow a $250M+ Frozen Food Manufacturer Cut Daily Inventory Reporting from 120 Minutes to 5 Minutes and Saved $44,000 Annually
A $250M+ frozen food manufacturer managed inventory across multiple third-party warehouses and cold storage facilities. Accurate inventory visibility was critical for supply planning, production scheduling, customer service, and inventory management.
However, the company relied on a highly manual inventory reporting process that required data from twelve separate sources, including warehouse portals and accounting system reports, to be downloaded, reconciled, and consolidated twice each day.
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CPG / Business Process OutsourcingHow a $800M CPG Company Replaced OCR and Manual Data Entry with Agentic AI, Generating $592,000 in Annual Savings and a 4.6x ROI
A leading business services provider supported multiple consumer packaged goods (CPG) companies with aggregate annual sales exceeding $800 million. The organization was responsible for transcribing retailer deduction documentation, validating deductions against trade promotion planners, proof-of-performance documents, and promotional contracts across multiple customers, channels, and retailer platforms.
As client volumes increased, the process of extracting, validating, and transferring retailer data into spreadsheets, reports, and operational dashboards became increasingly dependent on manual labor.
Read case study
Watch the Agent Work
See a human-in-the-loop agent running live
A 3-minute walkthrough showing how the agent runs a process automatically, pauses at a checkpoint for a low-confidence case, hands a reviewer a complete packet, and resumes once a decision is made.
Process runs automatically until it reaches a defined checkpoint
Low-confidence instance paused while everything else keeps moving
Reviewer gets a complete packet with the context needed to decide
Process resumes automatically the moment the decision is logged
No commitment. We demo with a real workflow automation setup, not a sandbox.
Start with human-in-the-loop workflows. Add more workflow automation agents as your team grows.
WorkAgentic deploys human-in-the-loop workflows that automate a process end to end and pause only at defined checkpoints, so your team keeps judgment where it actually matters.
WORKFLOW AUTOMATION
Approval Workflows
- WorkAgentic deploys approval workflow automation that routes every request to the right approver, tracks it through each sign-off step, and escalates automatically so nothing sits waiting on an inbox.
Data Entry Automation
- AI agents for data entry automation. Extract data from documents and forms and enter it into your systems automatically, with no manual keying.
Portal Data Extraction
- WorkAgentic builds AI agents for portal data extraction. Log into external portals and pull data automatically, no API required.
Workflow Exception Detection
- WorkAgentic builds AI agents for workflow exception detection. Catch bad data and rule violations the moment a workflow breaks.
Cross-System Automation
- WorkAgentic builds AI agents for cross-system automation. Move data between disconnected systems automatically.
Email Inbox Automation
- Triage incoming email, extract the request, and route or draft replies automatically.
Human-in-the-Loop Workflows
- WorkAgentic builds AI agents for human-in-the-loop workflows. Pause for review at defined checkpoints only.
Task Routing
- WorkAgentic deploys task routing that assigns every incoming task to the right person by skill and workload, no matter which channel it came from, so nothing sits waiting for a manual decision.
Workflow Monitoring
- Track uptime, SLA adherence, and throughput across every automated workflow in one place.
Workflow Orchestration
- Coordinate multiple systems and steps into one sequenced process, from trigger to completion.
FAQ
Questions about human-in-the-loop workflows
Clear answers on how checkpoints work, what a reviewer sees, and what your team stays responsible for.
Human-in-the-loop workflow agents are AI agents that automate a process end to end but pause at defined checkpoints for a person to review, confirm, or override before the process continues. WorkAgentic builds human-in-the-loop workflow agents for teams who want automation’s speed without giving up judgment on the decisions that actually need it.
Approval workflows are one specific instance of the human-in-the-loop pattern, focused narrowly on routing a decision, such as a spend request or contract, through a defined sign-off chain. Human-in-the-loop workflows are the broader governance pattern: any automated process can be configured to pause for human review at a checkpoint, not just approvals. This page covers that broader pattern. A separate approval workflows agent covers the specific sign-off chain use case.
Checkpoints are placed where the outcome carries enough risk, cost, or ambiguity that a person should confirm before the process continues, such as before an irreversible action, a high-value transaction, or a low-confidence classification. You define where checkpoints sit during setup, based on what actually needs judgment in your process.
No. Checkpoints trigger only for the specific instances that meet the condition you define, such as low confidence or a value above a threshold. Everything else continues through the process automatically without waiting on a person.
The agent assembles a review packet with the relevant context, such as the data involved, why the checkpoint triggered, and any supporting detail, so the reviewer can make a decision without having to dig through the underlying systems themselves.
Yes. As confidence in the automation grows, checkpoint thresholds can be loosened so fewer cases require review, or tightened if a new risk emerges. Rules are configured per checkpoint, not fixed for the life of the process.
Yes. Every checkpoint trigger and the resulting decision is logged, so you can see how often review is actually needed, how long it takes, and where a checkpoint threshold might need adjusting.
Zero new software for your team to learn. The agent runs inside your existing systems. Your team sees the output, not the engine.
Get Started
Ready to automate without giving up judgment?
Book a free 30-minute checkpoint design review. We map where your process genuinely needs a person and show you where automation can safely take over the rest.
Book a Free Checkpoint Design Review