Agent responsibility
Collect version & evidence
Prepare a review checklist and summarize unresolved comments for the deliverable owner.
Review status register
Professional services / Project delivery / Solution blueprint
Deliverable review tracking
Connect draft versions, reviewers, and unresolved comments.
Business problem & expected outcomes
The challenge behind
deliverable review tracking.
Reviewers work on different versions and feedback becomes disconnected from the deliverable.
What this workflow is designed to deliver
Review status register
Prepare a review checklist and summarize unresolved comments for the deliverable owner.
How to measure the improvementVersion-reference accuracy; unresolved comments at sign-off; review coordination time.
Start with the right information.
Deliverable files, version references, review criteria, and reviewer assignments.
Interactive workflow diagram
From project deliverable
to a clear next step.
Prepare a review checklist and summarize unresolved comments for the deliverable owner.
Professional servicesSelect a stage to explore
Context
Project deliverable
Deliverable files, version references, review criteria, and reviewer assignments.
Prepared outputReview status register
Designed around the work
A focused agent. The right capabilities.
Give the agent the context and tools this process needs, with an explicit output and an accountable owner.
Connected tools & context
Bind only the operations this workflow needs. Keep credentials in ART and choose the permitted tools explicitly.
File storage
Project & environment scopeRetain source references and review state only where this implementation requires persistence.
Dynamic tables
Project & environment scopeRetain source references and review state only where this implementation requires persistence.
The decision boundary
The accountable professional approves publication and any client commitment.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Datalake
File storage
Keep the supporting files accessible within the review’s project and environment.
Datalake
Dynamic tables
Track the case, owner, source references, and review state as structured records.
Agent Lab
Human approvals
Pause the proposed action for the designated owner to review its evidence.
The implementation, step by step
From source context
to a reviewed result.
- 01
Project deliverable
Deliverable files, version references, review criteria, and reviewer assignments.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Collect version & evidence
Prepare a review checklist and summarize unresolved comments for the deliverable owner.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Reviewer approval
The accountable professional approves publication and any client commitment.
Configure the selected policy or approval capabilities before enabling write actions. - 04
Review status register
Version-reference accuracy; unresolved comments at sign-off; review coordination time.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
File storage
A document inventory, resource access scopes, and a file-retention policy.
Dynamic tables
Typed fields, record identifiers, relationships, and a table-retention policy.
Human approvals
Named reviewer roles, escalation ownership, and timeout and rejection behavior.
Also prepare an ART project and environment, the model configuration appropriate to your agent, an accountable process owner, and approved sample data.
Authority stays with your team
Define the boundary
before enabling the action.
The accountable professional approves publication and any client commitment.
Explore execution governanceConnect deliberately.
Map the source material and responsible owners first. Where the selected components require system access, configure scoped APIs or tools. A document-based pilot can start with approved material already available in the workspace.
Make each handoff inspectable.
Keep source references with the prepared output and review representative results before expanding scope. If the implementation includes executable actions, define their required facts and authority first. Apply retention to any stored records, files, or memory used by the case.
Build evidence from your own work
Start small.
Agree what good looks like.
What to measure for this case
Version-reference accuracy; unresolved comments at sign-off; review coordination time.
Establish a baseline
Choose a bounded sample of completed cases, record the current process, and agree review criteria with the process owner.
Run in review mode
Use approved sample data and read-only connections. Compare prepared outputs with reviewer expectations, including incomplete and conflicting inputs.
Expand with approval
Enable a limited set of actions only after the team accepts the results. Check approvals, failures, and handoffs before increasing scope.
Make it your workflow
Try this approach
in Agent Lab.
Start with project deliverable. Connect your approved tools, configure the review boundary, and adapt the output to your team's process.
Try Workflow in Agent Lab
Open your ART workspace to configure this use case.
Discuss the setup with usIndustry & department library
Find your next use case.
3 use cases in Professional services
Professional servicesWorkflow design
- ContextProject context
- Agent LabPrepare the handoff
- Your teamProject-owner review
Prepared outputContinuity brief
Solution blueprint
Client project handoffs
Carry the brief and its decisions into the next phase of work.
Used in this case
Explore the implementation - Agent memory
- Agent Skills
- Human approvals
Professional servicesWorkflow design
- ContextProposal requirements
- Agent LabFind approved evidence
- Your teamProposal-owner review
Prepared outputReferenced evidence pack
Solution blueprint
Proposal evidence assembly
Build a reviewable proposal from approved knowledge and source material.
Used in this case
Explore the implementation - Knowledge Base
- File storage
- Human approvals
Professional servicesWorkflow design
- ContextEngagement question
- Agent LabFind reusable expertise
- Your teamCheck project relevance
Prepared outputReferenced working brief
Solution blueprint
Engagement knowledge reuse
Help specialists find approved methods without exposing another client’s work.
Used in this case
Explore the implementation - Knowledge Base
- Agent Skills
- Connectors & MCP
Professional services / Let’s explore the fit
Discuss your
industry use case.
Tell us where work slows down. We’ll discuss how ART could fit your process, your systems, and the decisions your team needs to own.
