AgentFlow · Workflow Automation

Workflows that think, decide, and act.

Design complex business processes on a visual canvas that blends AI agents with human judgment. From simple approval loops to multi-stage document workflows with CRM integrations — all self-hosted, with complete control over your data and execution.

16 node types · AI agents · Safe test-run mode

Loan approval · v3 PUBLISHED StartNew request AI AgentClassify & extract 4.1k / 8k tokens DecisionAmount > 10k Human reviewManager · form Auto-approveEnd –100%+
AI agents HubSpot CRM OIDC / SSO PDF & DOCX Webhooks & SQL
Capabilities

Everything a real workflow engine needs

A visual designer, production-grade AI agents, human-in-the-loop tasks, and enterprise integrations — in one coherent platform.

Visual node canvas

A React Flow-powered designer with 16 node types — decision branching, parallel execution, ForEach loops, and conditional routing with full JSONLogic expressions.

AI agents

Run AI agents inside workflows with structured JSON output, validation, retries, and configurable creativity — with knowledge/RAG and automatic source citations.

Human-in-the-loop

Route approvals with granular assignment — individual, role, manager-chain, or dynamic expressions — plus custom forms and read-only document review.

Documents & forms

Generate PDF/DOCX with a WYSIWYG editor, variable interpolation, headers/footers, and Vietnamese government format (Nghị Định 30). JSON Schema forms with PII marking.

Enterprise integrations

HubSpot CRM read/write with webhook triggers, generic webhook nodes with auth & retries, read-only SQL execution, and a provider-neutral OAuth connection framework.

Analytics & audit

A process-mining dashboard for cycle times and bottlenecks, a unified task inbox, immutable audit trails, and per-user notification channels with durable delivery.

AI agents, under control

Production-grade AI, not a demo

AgentFlow treats AI as a first-class, governed workflow step — with the guardrails enterprises actually need to run it in production.

  • Per-node token budgets with real-time enforcement — exceed the limit and the workflow routes to a failure handler. No surprise bills.
  • Knowledge & RAG — attach documents with OpenAI or Cohere embeddings; agents semantic-search and cite retrieved sources inline.
  • Structured output with JSON Schema validation and automatic retries — agents return typed data your workflow can branch on.
  • Deployment kill switch — disable all agent calls platform-wide in seconds, no redeploy, fully audited.
Agent · Extract contract terms
AI agent · budget 8k tokens
3 sources cited · validated ✓
4,180 / 8,000 tokens used
Simulation mode

Test with real agents, zero risk

The differentiator teams love: run unpublished workflows with real routing and real AI agents, but every external side-effect is safely captured instead of sent.

  • Emails, webhooks, and CRM writes are captured for inspection — database writes are always blocked.
  • Step through human tasks yourself, then rewind and re-run from any step — upstream results are reused.
  • Flip individual steps to "really send", or arm a live capture to catch the next real inbound event.
  • Watch execution node-by-node in near-real-time — reconnects re-sync without losing steps.
Start → Agent → Decision
completed · captured
Email · Notify approver
captured — not sent
Human · Step through as admin
waiting for you
Why AgentFlow

Built for teams that ship AI to production

Immutable snapshots

Every execution binds to a point-in-time definition snapshot. Rewind forks a new attempt rather than mutating history — true audit fidelity.

Per-node AI budgets

Token limits on individual agent nodes and per instance. Exceed them and the workflow routes to a handler — no runaway costs.

Redaction by default

Non-admins see redacted payloads — structured paths filtered, free-form text omitted — in both production and test-run data.

Fine-grained RBAC

17 permissions across design, publish, start, tasks, instances, integrations, and audit — assignable to system or custom roles, per tenant.

Use cases

Automation for every team

AgentFlow orchestrates decisions, approvals, and system integrations across the business — the same engine works whether or not a document is involved.

Sales & RevOps

Lead qualification & routing

An AI agent scores and enriches each inbound lead, dedupes it against your CRM, routes hot ones to the right rep, and books the follow-up — deals over a threshold branch to deal-desk approval.

IT & Security

Access requests & provisioning

Joiner-mover-leaver requests: the manager approves, an agent checks segregation-of-duties policy, accounts are provisioned via webhook, and every step lands in the audit log.

Customer Support

Ticket triage & escalation

AI classifies inbound tickets, sets priority, auto-resolves the routine ones, routes the rest to the right queue, and escalates SLA breaches to a manager — no document in sight.

Finance & Procurement

Purchase & expense approvals

Requisitions route through amount-based approval chains, issue the PO to your ERP via webhook, and notify the vendor — with AI risk checks on new suppliers.

Insurance & Lending

Claims & loan decisioning

An AI agent pre-screens each claim or application, applies eligibility rules, auto-approves clean cases, and routes the edge cases to an underwriter or adjuster.

HR & People Ops

Employee onboarding

Orchestrate onboarding end to end: provision accounts, assign equipment, schedule orientation, and notify every team — with approval gates exactly where they matter.

Automate your most complex processes.

Design, test, and run AI-native workflows on your own infrastructure. Book a walkthrough tailored to your use case.