Workstreams

Where governed work happens in your ecosystem.

Brief an agent team, review the analysis, approve every action - and watch it all feed back into the Lifecycle Graph.

Decision Studio

From brief to signed-off deliverable.

Scope the run, quote NTUs upfront, and keep humans in the loop until the output is approved.

New workstream name and goal setup

Brief the goal and assign the team.

Define the outcome, pick connectors, and see estimated NTU spend before agents start.

Workstream canvas with report committed checkpoint

Review and approve on canvas.

Humans and agent teams collaborate on one surface until you release the deliverable.

Collaborative Canvas

Humans and agent teams on the same surface.

Operators adjust scope mid-run, challenge agent outputs, and approve write-backs without switching tabs or losing context.

  • Threaded reviewRedirect agents and refine scope without restarting the run.
  • Live scope changesAdd data sources or tighten boundaries while the canvas stays in sync.
  • Approval in contextRelease write actions from the same surface where you reviewed the draft.
Workstream canvas with report committed checkpoint
Governed by design

Cost, checkpoints, and audit trails built in.

Enterprise controls are structural - not bolted on after agents have already acted.

Sign-off & release

Approve before anything ships.

Every workstream ends with a human decision. Approve the deliverable and let approved actions write back - reject it and nothing touches your systems.

Human release

Nothing writes back until you explicitly approve the deliverable.

Tiered checkpoints

Soft, Hard, and Critical gates match action risk before agents act.

Decision History

Every approval logs to an immutable audit trail for compliance and reuse.

Run economics

NTU quote before the run starts.

See estimated token spend upfront - no surprise invoices after agents have already acted.

NTU quote breakdown and org-wide NTU budget usage
Workstream chat modes

Analyze, Action, Plan, and Reports.

The same four modes in the workstream composer - switch without leaving the canvas as the work changes.

Analyze

Inline analysis on uploads and connected data with SQL, charts, forecasts, and exports.

Action

One-off connector and MCP writes when intent is clear - only on integrations bound to this workstream.

Plan

Co-create a governed swarm run and confirm before anything executes.

Reports

Structured executive reports from completed runs or this chat's analysis.

Same surface, four lenses

A variance review that starts in Analyze, becomes a Plan, triggers an Action, and ships as a Report - without leaving the canvas.

Finance · Q4 variance review Thread stays on canvas
Analyze Plan Action Reports
AnalyzeUpload lands · SQL + chart on canvas

SELECT region, SUM(variance) FROM ledger GROUP BY 1

PlanSwarm run drafted · confirm before execute
  • Pull ledger actuals
  • Draft variance narrative
  • Human confirm run

3 agents · 2 checkpoints · quote 420 NTU

ActionWrite-back proposed · scoped to this workstream
NetSuite · journal entry
Awaiting approval

Post journal entry · NetSuite (bound connector)

ReportsExecutive summary from this thread

Executive summary

EMEA overspend driven by freight…

3 citations · PDF ready

Variance narrative · citations · export ready

Context preserved across mode switchesNo tab hoppingIntegrations scoped to this workstream

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