Automation
Automation enables institutions to define workflow rules that execute actions automatically in response to platform events. Triggers fire when conditions are met, and actions — such as sending emails, updating fields, creating tasks, or calling webhooks — run without manual intervention.
Agents
Agents are specialized automation units that react to business events and record a reviewable result. They are managed in Settings → Automation & AI → Agents as a single list showing each agent's type, trigger and status.
| Agent | Trigger | What it does |
|---|---|---|
| Application scorer | Application submitted or updated | Scores the application against the institution's own criteria, defined as a prompt, and records the score and justification for staff review |
| Document validator | Passport/ID file uploaded | Reads the document, checks it is a valid identity document, fills in the details it proves, and records a verdict (valid, expired, unrecognized or invalid) shown as a badge next to the upload. See Passport/ID Field |
The document validator is a system agent: it ships with every institution, is marked with a System badge, and cannot be created or duplicated by staff. It reads documents locally and does not use an AI model, so it works with AI switched off entirely.
Agents such as the application scorer carry an AI capability: they call the institution's AI model when they run. AI-capable agents require model access to be enabled in Governance; while it is off they simply do not run, and the rest of automation is unaffected.
Reviewing runs
Every agent run is recorded. From the agents list, Runs shows each execution with its status, target and outcome, and expands into the full trail: what the agent examined, the steps it took, and, for AI-capable agents, the model exchange. Results are stored for staff review — agents never take an action on an applicant by themselves.
Note: Agent results (scores, verdicts) are visible to signed-in staff wherever the underlying record is visible, for example as columns in application lists and badges on uploads.
Workflow rules documentation is under construction.