An AI agent can sort purchase-order discrepancies and prepare a draft for a caseworker. Set up an example agent, run it on practice data and observe how it handles the task.
In a prepared practice environment, you specify which data and tools the agent may use for this task. Run a case: the agent reads an approved discrepancy record and prepares a draft. You review and approve it as the caseworker before the environment carries out the next step as a simulated action.
Then test what happens when the agent attempts an unauthorised change to supplier data or approval arrives too late. Inspect the log, adjust permissions or approval rules as needed and repeat the test. Finally, apply what you have learned to a process in your organisation: what should the agent do, what information does it need and which decisions remain with people?
A local tool for testing access permissions with synthetic data is planned as a course companion. Run permitted and prohibited actions, compare expected and actual results and keep your configuration. The course also explains which access boundaries this tool enforces and where additional isolation is needed.
What you will work on
Choose a suitable task for an agent and define its workflow
Configure data and tool permissions and a human approval step in the practice environment
Run a purchase-order case and check how allowed and prohibited actions are handled
Trace an unauthorised master-data change and late approval
Who it is for
Executives with process or AI responsibility
Process owners
AI leads
Topics
Choosing agent tasks and their purpose
Configuring data sources, tools and the task
Creating drafts for human review
Testing allowed and prohibited actions and late approval
Inspecting logs and improving settings
Applying the approach to your own process
Your result
Take away a runnable agent setup with your configuration, example data, start instructions and executed test cases for further use. The operating sheet records permitted actions, access limits and intervention routes.
Prerequisites
You are responsible for a process or an AI initiative and can outline its objective, data access, roles and limits. Access to relevant internal process and approval information is helpful; where access is not approved, you work on a case study with a comparable decision situation. No programming knowledge is required.
Format and approach
Planned self-study with 8–10 hours of work. You use practice data and simulated tools in a prepared environment, with guidance and explanatory self-checks.
Set up an AI team with at least three distinct roles for a workflow. Define handovers, information access and human decision rights, then test the workflow. A record shows errors and changes to make before further use.
Together, set up an AI team for an organisational process. Allocate tasks to roles, design handovers and establish human decision rights. Test and improve the workflow using agreed cases to inform a decision on further use.
Build an AI-supported tool to check records of periodic access rights reviews. It compares the records with an internal policy, flags missing or outdated evidence and checks newly received records again. Configure the workflow, test error cases and keep your configuration.