Agentic Workflows

Agentic Workflows allow Fast Track AI to help complete more complex tasks involving multiple steps.
Instead of simply answering a question, Fast Track AI can work through a sequence of actions to help achieve a larger outcome.

What makes a workflow agentic?

A simple AI interaction might look like:
"What was our NGR last week?"
An Agentic Workflow can involve multiple steps toward an outcome.
For example:
  1. Analyse relevant data
  2. Identify the relevant audience
  3. Create or update a CRM entity
  4. Apply additional actions
  5. Complete the requested workflow
The exact steps depend on the workflow and what you want to achieve.

When should I use an Agentic Workflow?

Agentic Workflows are useful when a task:
  1. Contains multiple steps
  2. Requires analysis before an action
  3. Requires several CRM actions
  4. Involves information from multiple sources
  5. Would normally require you to move between several parts of the CRM

Example

Imagine you want to identify a group of players and create an engagement action for them.
A workflow could involve:
Analyse → Identify → Create → Configure → Complete
Rather than performing each step manually, you can describe the outcome you want and allow the workflow to carry out the supported steps.

Reviewing the result

Even when using an Agentic Workflow, review the resulting actions and entities.
AI can help automate work, but you remain responsible for reviewing the outcome before relying on it operationally.

Agentic Workflows and the Sidebar

Agentic Workflows are part of the broader Fast Track AI experience.
The Sidebar provides the interface through which you can interact with Fast Track AI while remaining inside the CRM.