Custom Agent for policy-aligned workflows built around your business
Create an agent tailored to your process and data model while keeping governance and traceability.
Custom Agent designed around your own operating model
Most teams do not fail because they lack automation ideas. They fail because generic automation does not match their approval rules, ownership model, and exception handling. Sanka Custom Agent is designed to let you define how the agent should reason, what it can execute, and where human approvals must stay in the loop.
Define guardrails by role, workflow state, and business impact so the agent follows your operating policy by default.
Customize prompts and action playbooks for your workflows, such as quote approvals, payment exceptions, and close readiness checks.
Every suggestion and action is logged with user context, timestamps, and record links so operations stay auditable.
What to customize first
Start from the highest-friction handoffs instead of trying to automate everything at once.
- Define the first operating scope: revenue handoff, procurement exceptions, or close workflows
- Specify the records the agent may read and the fields it may update
- Define escalation rules for high-impact changes
- Set SLA-oriented outputs (owner, due date, and next action)
| Customization layer | What to define | Example |
|---|---|---|
| Intent layer | Which requests the agent handles | "Why is invoice INV-2043 overdue?" |
| Decision layer | Required checks before proposing actions | Verify status, owner, due date, and approval state |
| Action layer | Allowed actions by role | Create task, route approval, update non-financial fields |
| Governance layer | Mandatory review and audit requirements | Finance manager approval for credit adjustments |
Example Custom Agent playbooks
Use a Custom Agent as a workflow orchestrator that triages, explains, and routes action with governance.
Detect stalled deals-to-order handoffs, summarize blockers, and route owners with due dates.
Identify PO, receiving, and bill mismatches, then route corrections and approvals by policy.
Flag missing reconciliations, pending approvals, and unresolved anomalies before month-end close.
Governance first, automation second
Custom behavior should increase speed without creating hidden risk. Keep permissions, approvals, and accountability explicit.
The agent can only act within the same boundaries as the signed-in user and workspace policy.
High-impact changes always route through documented approval paths before execution.
Decisions, prompts, actions, and outcomes are recorded for review, learning, and audit response.
Build iteratively with measurable checkpoints
Treat Custom Agent rollout as an operational program.
- Phase 1: one workflow, one owner group, one clear success metric
- Phase 2: expand to adjacent workflows and exception queues
- Phase 3: standardize templates so teams can launch additional agents faster
| Rollout phase | Primary KPI | Practical checkpoint |
|---|---|---|
| Pilot | Time-to-resolution | Fewer manual follow-ups per exception |
| Expansion | Throughput with controls | More exceptions resolved without policy violations |
| Standardization | Reusability | Faster launch time for new workflow playbooks |
Related links
- Sanka Agent
- Sanka Agent for Finance
- Sanka Agent for Sales
- Sanka Agent for Supply Chain
- Revenue Operations Solutions
