Workflow Agents
Task automation —
with guardrails built in
Workflow agents execute tasks autonomously — processing documents, enriching metadata, triggering actions — all within UCM's governance framework. From a 1-day quick win to a full multi-agent pipeline.
The Reality
Automation without governance is a risk, not a feature
AI automation promises significant productivity gains. But unsupervised agents acting on enterprise systems — modifying SharePoint libraries, sending emails, creating records — introduce risk that can outweigh the benefit.
The question is not whether to automate, but how to automate safely. UCM workflow agents execute within defined policy guardrails. Every task runs inside your governance framework. Service accounts enable background processing, and permissions are scoped to exactly what each agent needs.
How It Works
Automated tasks. Governed outcomes
Trigger
Schedule, event, or API call
Workflow Agent
Service account · policy-governed · scoped permissions
ucmEnabled: true
Connected Systems
SharePoint · Jira · External services
Governed Output
Enriched documents · Updated records · Triggered actions — all logged
Key Capabilities
Automate the work. Govern the risk
Workflow agents in UCM use service accounts — dedicated identities that can run on schedules or in response to events without requiring a logged-in user. Policies are injected the same way as chat agents. Permissions are scoped through the same group-based access control.
Whether the agent is enriching 10,000 SharePoint documents or orchestrating a multi-step business process, the governance layer is identical.
- Service accounts for background and scheduled processing — no user login required
- Same policy injection as chat agents — governance applies to every task
- Scoped permissions via group-based access control
- Integrates with SharePoint, Jira, Confluence, and any connected system
- From 1-day document intelligence quick wins to full multi-agent workflows
- Full execution logging — know what each agent did and when
Active workflow agents
What Workflow Agents Do
Governed automation across your entire operation
From document processing to multi-system orchestration — workflow agents bring AI automation to enterprise tasks with governance built in from the start.
Get Started
Automate your first workflow — with governance included
Deploy your first workflow agent in minutes. Connect SharePoint, assign policies, and let automation run safely within your governance framework.