Invite-only beta · System of record for agent workflows
Workflow Record turns messy policies, playbooks, and runbooks into reviewed agent workflows with source boundaries, missing evidence, approval state, and refusal rules.
New teams should join the beta first. Sign in is for approved users and invited teammates.
Ready for approval. Agent may use discount bands, approval roles, valid reasons, invalid reasons, and Year 1 concession guardrails after owner review.
The problem
The refund rule is in one doc. The escalation path is in a playbook. The pricing exception note lives in a sales folder. Search can find all of it, but an agent still needs to know what is approved, current, and safe to use.
Workflow Record becomes the record of approved agent workflows: source boundary, detected rules, missing evidence, reviewer, export, and refusal behavior.
How it works
Workflow Record compiles repeat operating rules into bounded agent workflows, then can use AI on demand to draft richer details inside the source boundary.
Owners and admins approve what agents may use. If an approver, threshold, exception, or source is missing, the workflow stays blocked.
Approved workflows download as one .workflow.json file with Claude tool specs, OpenAI tool specs, integration snippets, instructions, YAML, and refusal boundaries derived from it.
Agent workflow registry
Upload a few operational docs and get an agent-facing registry: proposed workflows, approved contracts, blocked workflows, missing evidence, and copy-ready agent artifacts.
Pricing exceptions, refund handling, escalation routing, messaging guidance
A source-bounded workflow agents can reuse
Missing approvers, thresholds, and source docs
Supported agent workflows
The beta starts with narrow agent workflows where the output must be a rule, approver, threshold, exception, or approved phrase: pricing exceptions, discount approvals, refunds, escalations, and rollback rules.
Not enterprise search
Keep using Glean, OpenAI, Slack, or your docs as discovery tools. Workflow Record is the agent workflow system of record for teams that need to know which workflow is approved, which evidence supports it, who reviewed it, and what an agent must refuse.
Who buys this
Create source-bounded workflow files for agents without building a full governance layer from scratch.
Turn repeat procedures, client intake steps, and exception rules into reusable agent skills.
Govern refund approvals, chargeback handling, and escalation rules before an assistant answers customers.
Turn discount bands, pricing exceptions, and approval chains into reviewed agent instructions.
Keep VIP escalation paths, account handoffs, and churn-risk playbooks inside approved boundaries.
Show what is approved, what is missing, and what the agent must refuse before automation runs.
Early access pricing
No self-serve billing yet. Early customers start with a free workflow trial, then convert through a manual invoice or payment link while we learn which plans deserve automation.
$0
Create one approved .workflow.json file from your own docs. Good for proving the loop before paying.
$49/mo
For solo devs, consultants, and small teams creating agent skills from operational docs.
$499/mo
For ops teams that need multiple approved workflow files, team review, and higher visual extraction limits.
From $3k
We help turn messy docs into 3 approved workflow files, exports, and a handoff call. Includes 30 days of access.
Common questions
The product is intentionally narrow. These are the boundaries to understand before you upload company knowledge.
Upload the docs people already ask about: refund rules, escalation playbooks, pricing exception notes, rollout runbooks, approved messaging guidance, PDFs, and screenshots of operational procedures.
Please avoid regulated data, personal information, customer data, and anything you would not want in an early beta workspace.
Only authenticated members of your workspace can access that workspace in the product today. Because this is still a private beta, we recommend sharing only materials you are comfortable using in an early product.
Yes. You can delete an uploaded file from the workspace, and the product removes both the stored file and its matching source record. See our privacy and data handling page for the current beta scope.
No. Search finds relevant knowledge. Workflow Record is the system of record for approved agent workflows: what evidence supports the workflow, what is missing, and what the agent must refuse.
No. Workflow Record gives you a reviewed .workflow.json file plus OpenAI tool specs, Claude tool specs, copy-paste integration snippets, and instructions generated from it. The source docs and approvals stay in your workspace.
Real estate brokerages, staffing and recruiting agencies, marketing and creative agencies, and small ops-heavy firms with one repeat workflow are the best early testers.
Join the waitlist and we review early teams manually. Approved users receive an email when access is ready, and invited teammates can join an existing workspace by signing in with the exact email that was invited.
We are looking for design partners with one painful workflow to turn into an approved agent contract. Pricing exceptions, refunds, escalations, rollback rules, listing procedures, recruiting intake, and creative approvals are the best fit right now.
Upload only operational materials you are comfortable sharing in an early product. Please avoid regulated data, personally identifiable information, customer data, and highly confidential materials during beta. We can manually delete workspace data on request. See our privacy and data handling page for the current beta scope.