Agent responsibility
Find reusable expertise
Retrieve permitted methods and prepare a task checklist grounded in approved knowledge.
Referenced working brief
Professional services / Content & knowledge / Solution blueprint
Engagement knowledge reuse
Help specialists find approved methods without exposing another client’s work.
Business problem & expected outcomes
The challenge behind
engagement knowledge reuse.
Relevant procedures are hard to find and client-specific records require clear access boundaries.
What this workflow is designed to deliver
Referenced working brief
Retrieve permitted methods and prepare a task checklist grounded in approved knowledge.
How to measure the improvementRetrieval relevance; cross-engagement access checks; checklist usefulness.
Start with the right information.
Approved methodology documents, reusable skills, and engagement access rules.
Interactive workflow diagram
From engagement question
to a clear next step.
Retrieve permitted methods and prepare a task checklist grounded in approved knowledge.
Professional servicesSelect a stage to explore
Context
Engagement question
Approved methodology documents, reusable skills, and engagement access rules.
Prepared outputReferenced working brief
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.
Knowledge Base
Project & environment scopeRetrieve approved guidance and attach source references to the prepared answer.
Agent Skills
Project & environment scopePackage the checklist, instructions, and expected output as a reusable skill.
Connectors & MCP
Scoped read accessRead the source records needed for engagement knowledge reuse. Pass record identifiers and retrieved evidence to the agent.
The decision boundary
Scope retrieval to authorized material; client deliverables remain subject to professional review.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Agent Lab
Knowledge Base
Retrieve approved guidance and attach source references to the prepared answer.
Agent Lab
Agent Skills
Package the checklist, instructions, and expected output as a reusable skill.
Agent Lab
Connectors & MCP
Retrieve the required records through scoped tools; begin with read-only access.
The implementation, step by step
From source context
to a reviewed result.
- 01
Engagement question
Approved methodology documents, reusable skills, and engagement access rules.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Find reusable expertise
Retrieve permitted methods and prepare a task checklist grounded in approved knowledge.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Check project relevance
Scope retrieval to authorized material; client deliverables remain subject to professional review.
Keep the pilot in preparation mode and use the team’s existing review process. - 04
Referenced working brief
Retrieval relevance; cross-engagement access checks; checklist usefulness.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
Knowledge Base
An approved document set, content owners, and retrieval access boundaries.
Agent Skills
A process checklist, example inputs, and a reviewer-approved output format.
Connectors & MCP
Source-system APIs or MCP tools, scoped credentials, and an integration owner.
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.
Scope retrieval to authorized material; client deliverables remain subject to professional review.
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
Retrieval relevance; cross-engagement access checks; checklist usefulness.
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 engagement question. 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
- ContextProject deliverable
- Agent LabCollect version & evidence
- Your teamReviewer approval
Prepared outputReview status register
Solution blueprint
Deliverable review tracking
Connect draft versions, reviewers, and unresolved comments.
Used in this case
Explore the implementation - File storage
- Dynamic tables
- Human approvals
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.
