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.
Pricing Exception Guidelines
sha256 verified at approvalBypass requests, unsupported exceptions, or questions outside this approved source boundary.
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.
From docs to agent license
Upload a narrow operational doc. Workflow Record extracts rules, source boundaries, and missing evidence.
Owners see what is ready, what is blocked, and which questions the workflow can safely answer.
Approved workflows lock the reviewer, source boundary, refusal cases, and output format into the file.
Download .workflow.json or copy OpenAI, Claude, snippet, instructions, or YAML artifacts derived from it.
Sample approved workflow state
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
Govern refunds, escalations, pricing exceptions, and rollout rules before assistants answer or route work.
Turn repeat procedures, intake steps, and exception rules into portable workflow files clients can review.
Export source-bounded instructions, tool specs, snippets, and refusal cases without inventing a governance layer.
Early access pricing
Private beta plans are manually activated while we onboard the first teams. Start free, prove the workflow file, then upgrade when you need more sources, teammates, or exports.
$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.
For teams that want help fast: we 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. See our privacy and data handling page for the current beta scope.
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.
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.
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.
Bring one painful workflow. We will help you turn it into an approved agent contract.
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.