Use case
Agent workflow
A multi-step process where a model chooses which tool to call next — read a ticket, look something up, update a record, hand off to a person. The interesting question is not the model but where the loop is allowed to stop and who can undo what it did.
- Source
- Editorial ontology entry — no fetched document behind this page
- Evidence
- none on this page — it links to the pages that hold it
- Category
- Automation
- Typical risk
- high
- Entry
- editorial · reviewed 27 Aug 2026
01What this is
An agent workflow gives a model a set of tools and a goal instead of a single prompt. It reads context, calls a search or an API, decides on the next step, and either completes the task or escalates. The building blocks are a workflow engine or agent framework, the tools it may call, and a store of what it did.
A good deployment enumerates the tools first and treats each one as a permission grant, keeps every write behind an approval step until the failure rate is known, sets a hard step limit so a loop cannot run away, and records the full trace — inputs, tool calls, outputs — because an agent without a trace cannot be debugged or audited. Start with read-only tools and add write access one tool at a time.
Pitfalls: an agent given a credential with more scope than the task needs; a retry loop that re-sends the same external action; and an evaluation that measures whether the agent finished rather than whether it was right. Prompt injection from fetched content is a live risk here in a way it is not for single-turn chat, because the fetched text reaches a component that can act.
- Typical data
- crm records, tickets, internal documents, email, api payloads
- Solution classes it admits
- Model API, Private cloud, Enterprise SaaS, Self-hosted
02Deployment options
- ASSESSMENT
On a neutral reading of this use case, Private cloud is recommended, Self-hosted is a strong alternative, Model API is a strong alternative and Enterprise SaaS is conditional.
- ASSESSMENT
Read as a generic reading of this page, not a recommendation: no organisation, size, jurisdiction, budget or technical capability has been supplied, so wherever an option depends on one of those, it says "unknown". Ask your own question to get a verdict that accounts for them.
Private cloud
RECOMMENDEDManaged model API or private model deployment in your cloud account
- ASSESSMENT
Two patterns fit inside one account in a region you name: call a managed foundation-model API such as Amazon Bedrock, Microsoft Foundry / Azure OpenAI, or Vertex AI; or deploy an open-weight model on GPU compute you control. Your application, retrieval layer, storage, identity and logs remain in your cloud boundary in both patterns.
- ASSESSMENT
The managed-API pattern can use closed-source frontier models without buying or operating GPUs. It is usually the fastest way to build a custom workflow, but prompts and retrieved context are processed by the managed service, so model availability, retention, abuse monitoring and regional routing must be checked for the exact feature and endpoint.
- ASSESSMENT
The private-model pattern gives more control over weights, serving and network paths, and can use managed endpoints or your own containers. It also makes your team responsible for capacity, patches, model upgrades, evaluation and failover.
- ASSESSMENT
Which account you already have is a real input, not a detail: no existing cloud account was named. An organisation that already has a landing zone, an identity provider and a signed agreement with one provider is buying a feature; one that does not is buying a cloud programme, and those are different projects.
- ASSESSMENT
The cloud provider becomes a data processor in either pattern: you need a DPA, a documented region, and an answer on cross-region routing and where support staff can access the environment from.
- RECOMMENDATION
Start with the managed-API pattern when the workflow is custom but model operations are not the source of competitive advantage; move to private model serving only if evaluation, volume, portability or the data boundary justifies the extra operations. Your stated technical capability is "unknown".
- RECOMMENDATION
Recommended for this brief: one tenancy in a region you name is the smallest boundary that still gives you a frontier model, and opening an account is less work than building a server room, given stated technical capability "unknown", the brief involves confidential documents and personal data, no existing cloud account was named, and you did not ask for local processing.
Model API
STRONG ALTERNATIVEA model vendor’s API behind an application you build and own
- ASSESSMENT
You write and host the application — the interface, the retrieval layer, the database, the access control, the audit log — and call somebody else’s endpoint for the model itself. Two kinds of endpoint sit in this class: a closed model from the vendor that made it (OpenAI, Anthropic, Google Gemini, xAI, DeepSeek, Moonshot, Mistral, Cohere), and an open-weight model served by a managed inference provider (Together, Fireworks, Groq and others).
- ASSESSMENT
Those two are not interchangeable. A closed model can only be obtained from its vendor or from a cloud that licenses it, so the model and the supplier are one decision. An open-weight model can be moved: the same weights run on a managed endpoint today and on your own GPU later, which makes the provider a swappable component rather than a dependency — and makes the licence, not the contract, the document that governs what you may do with it.
- ASSESSMENT
It is the shortest path to a frontier model: no GPUs to buy, no capacity to plan, no serving stack to patch, and you can change model with a configuration line. What it costs instead is a per-token bill that scales with use and a dependency on one supplier’s availability, pricing and deprecation schedule.
- ASSESSMENT
What the supplier sees is the whole prompt: the user's question, the system instructions, and every passage your retrieval layer attached to it — which is usually the most sensitive part, because retrieval is what puts internal documents into the request. For a brief that involves confidential documents and personal data, that is the attribute to check first. What stays yours is everything else: the application, the retrieval index, the identity system, the logs, and the record of who asked what.
- ASSESSMENT
Nothing about a supplier's handling of your data is assumed here. Before real content goes near an endpoint, verify against that supplier's own documents: the data processing agreement, and that it covers the API rather than only the consumer product; whether zero-data-retention or an equivalent no-logging mode is available on your account, and on which endpoints; the default retention period for prompts and outputs, and what triggers human review; the region the request is served from, and whether that is a commitment or a routing preference; the current subprocessor list and how you are notified when it changes; the supported-countries page, which decides whether you may use the service at all.
- RECOMMENDATION
Take this route when the workflow is yours but the model is not the differentiator, and your team can build and run an application. Your stated technical capability is "unknown", which is the attribute this option most depends on. Where the same model is available inside your own cloud account, compare it against private cloud before committing — the application is identical and only the tenancy of the model changes.
- RECOMMENDATION
A strong alternative for this brief: one tenancy in a region you name is the smallest boundary that still gives you a frontier model, and opening an account is less work than building a server room, given stated technical capability "unknown", the brief involves confidential documents and personal data, no existing cloud account was named, and you did not ask for local processing.
Self-hosted
STRONG ALTERNATIVEOpen-weight models on infrastructure you operate
- ASSESSMENT
Documents, queries and embeddings stay on machines you own, using an open-weight model whose licence you review. For a brief that involves confidential documents and personal data, that removes a model-API vendor from the data path rather than governing that transfer by contract.
- ASSESSMENT
It costs you the operational work instead: a GPU server, Docker, Linux, backups and a patching routine. Your stated technical capability is "unknown", which is the attribute this option most depends on.
- ASSESSMENT
No processor agreement, subprocessor list or cross-border transfer assessment is needed for the model itself, because no third party processes the content.
- RECOMMENDATION
Recommended where local processing is preferred (you did not say so) and the content is sensitive (confidential documents and personal data).
- RECOMMENDATION
A strong alternative for this brief: one tenancy in a region you name is the smallest boundary that still gives you a frontier model, and opening an account is less work than building a server room, given stated technical capability "unknown", the brief involves confidential documents and personal data, no existing cloud account was named, and you did not ask for local processing.
Enterprise SaaS
CONSIDER IFFinished closed-source cloud product with enterprise controls
- ASSESSMENT
This is a complete vendor application, not a model API: examples include an enterprise assistant, coding copilot or document product with the workflow, interface, connectors and administration already built. It can use closed-source cloud models while requiring no model hosting or application engineering from your team.
- RECOMMENDATION
Choose it when the product already performs the actual workflow and its controls meet your requirements. Do not choose it only because its underlying model is strong: a finished SaaS product is less flexible than building against a managed API when your process, integrations or review steps are organisation-specific.
- ASSESSMENT
Vendor commitments are treated as unverified until we have fetched the page that makes them. Until then this option carries questions to ask, not assurances: a signed data processing agreement covering the data you will actually put in; a documented data residency commitment naming the region, in the contract rather than a blog post; a written no-training commitment for your content, including uploads and connected sources; stated retention periods and a deletion path you can exercise; an administrative audit log you can export, and SSO with group-based access control.
- RECOMMENDATION
No jurisdiction was named, so this is the check rather than the conclusion: compare the vendor's stated processing locations and subprocessor list against the cross-border transfer rules wherever you operate before uploading anything.
- RECOMMENDATION
Worth considering for this brief: one tenancy in a region you name is the smallest boundary that still gives you a frontier model, and opening an account is less work than building a server room, given stated technical capability "unknown", the brief involves confidential documents and personal data, no existing cloud account was named, and you did not ask for local processing.
03Deployment stacks
- Enterprise SaaSCustomer-support AI agent on a SaaS platformA support AI agent — Intercom Fin, Zendesk AI or an equivalent — grounded on your help centre, integrated with your helpdesk and backend, allowed to take a defined set of actions, and handing off to your human team with full context. The vendor runs the model and the platform; you own the content, the integration and the guardrails.
- Private cloudAgent workflow on a managed cloud runtimeA managed agent runtime that handles orchestration, memory, tool invocation and observability; a model from the same cloud; your APIs exposed as tools; private networking; and human approval gates on consequential actions. Same shape as the framework-hosted agent, one tenancy instead of two.
- Model APIAgent workflow on a model vendor’s APILangGraph as the orchestration graph mixing deterministic and model-driven steps, a closed model (GPT-5, Claude or Gemini) for the reasoning, your own tools for the actions, Langfuse for tracing and evaluation, and human approval gates on the steps that change something.
04Tools by hosting option
Self-hosted1
Private cloud7
- PlatformAmazon Bedrock AgentCoreAWS runtime for agents: session isolation, tool invocation, memory and an identity boundary, with the model served from Bedrock in the same account.
- PlatformBasetenDeploys open-weight and custom models as autoscaling endpoints, including into a customer’s own cloud account. Publishes a subprocessor list, which most inference providers do not.
- PlatformFireworks AIHosted open-weight model endpoints with fine-tuning and a dedicated-deployment tier. Publishes a data-security page and a trust centre, which is what an enterprise review will ask for.
- FrameworkLangGraphGraph-structured agent framework with explicit state, checkpoints and interrupts — the mechanism behind a human approval step rather than a prompt asking for one.
- PlatformMicrosoft Foundry Agent ServiceManaged agent runtime inside Microsoft Foundry, with tool connections, threads and Entra ID identity. The Azure counterpart to Bedrock AgentCore.
- PlatformSambaCloudOpen-weight model endpoints on the vendor’s own accelerators, with an on-premise appliance route as well — the rare provider whose exit path is the same vendor’s hardware.
- PlatformVertex AI Agent EngineGoogle Cloud’s managed runtime for deployed agents, including sessions and a memory bank, with the agent framework left to the developer.
Vendor cloud6
- PlatformAmazon Bedrock AgentCoreAWS runtime for agents: session isolation, tool invocation, memory and an identity boundary, with the model served from Bedrock in the same account.
- PlatformGemini EnterpriseGoogle Cloud’s enterprise agent and search product, the successor branding for the Vertex AI agent surface. Publishes zero-data-retention and data-residency pages for the service.
- FrameworkLangGraphGraph-structured agent framework with explicit state, checkpoints and interrupts — the mechanism behind a human approval step rather than a prompt asking for one.
- PlatformMicrosoft Copilot StudioLow-code builder for agents inside a Microsoft 365 tenant, with connectors to Microsoft and third-party systems. The usual next step for an organisation already licensed for Copilot.
- PlatformMicrosoft Foundry Agent ServiceManaged agent runtime inside Microsoft Foundry, with tool connections, threads and Entra ID identity. The Azure counterpart to Bedrock AgentCore.
- PlatformVertex AI Agent EngineGoogle Cloud’s managed runtime for deployed agents, including sessions and a memory bank, with the agent framework left to the developer.
05Compliance hot spots
This use case usually raises human oversight, automated decision-making, logging, auditability, security, confidentiality, prompt leakage, cross-border transfers, data residency, data processing agreement, model training, personal data, retention.
- Human oversight
- Singapore
- Automated decision-making
- European UnionSwitzerlandUnited KingdomUnited Arab EmiratesCanadaUnited StatesSouth KoreaAustraliaBrazilSingapore
- Logging
- European Union
- Auditability
- No published jurisdiction page names this topic yet
- Security
- No published jurisdiction page names this topic yet
- Cross-border transfers
- European UnionSwitzerlandUnited KingdomUnited Arab EmiratesCanadaUnited StatesChina (mainland)Hong KongTaiwanAustraliaBrazilIndiaSingapore
- Data residency
- United Arab Emirates
- Data processing agreement
- Japan
- Model training
- European UnionSouth KoreaAustralia
- Personal data
- United Arab EmiratesJapanTaiwanIndiaSingapore
- Retention
- Hong Kong
06Example questions
Each of these opens the question box with the text already in it. The answer is researched for your organisation, not for this page.
07Related use cases
- AutomationPrediction from operational dataPredicting something measurable from data a company already collects — a failure, a demand curve, a churn risk — using classical machine learning rather than a language model. The output is a number with an error bar, and the hard part is the data, not the algorithm.
- AutomationMarketing workflowGenerating and routing marketing material — campaign copy, social posts, product descriptions, localised variants — through drafting, brand review and publication. Volume with a brand and legal check attached.
- AutomationInvoice processing automationThe whole accounts-payable path: capture, extraction, supplier matching, purchase-order and goods-receipt matching, approval routing, and posting to the finance system. Extraction is one step of it; exceptions are where the work actually is.
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