A useful automation design starts by reconstructing how a real case moves from trigger to disposition. Sources, handoffs, approvals, exceptions, and downstream consequences are mapped before any model or tool is selected. This exposes where deterministic validation is sufficient, where probabilistic assistance is acceptable, and where a named person must retain the decision.
Actions are then classified by authority rather than convenience. Read-only retrieval, draft preparation, approval-gated writes, and prohibited operations receive different identities, permissions, evidence, and recovery behavior. The resulting workflow is easier to review because the agent cannot silently widen its role when a source, prompt, model, or tool changes.