Review the business change
Show old and new values, recipients, artifacts, affected records, expected impact, policy reason, and current source revision.
For enterprise operations
Automate the workflow. Keep every consequence accountable.
Onterix is being built for cross-system agent work that is valuable enough to automate and consequential enough to govern—turning a broad request into explicit, reviewable transactions with visible state and connected evidence.
INTENTResolve the customer issuerequest
CRMUpdate the source recordtransaction 1
ERPCreate the approved adjustmenttransaction 2
MAILDeliver the governed responsetransaction 3
PROOFConnect each decision and outcomeevidence
Operational control
Make the action understandable before it becomes real.
A tool name or generic confirmation is not enough context for a consequential change. The target transaction exposes what will change, where, why, under whose authority, and what must be true at execution time.
Route decisions to accountable owners
Resolve reviewers from tenant roles and policy, keep agents from self-approving, and ensure approval cannot expand the actor’s authority.
Invalidate stale authorization
Changed data, destination, policy, protection result, transformation, or source revision supersedes the earlier approval.
Do not duplicate business impact
Idempotency and reconciliation distinguish a safe retry from a second message, record change, adjustment, task, or charge.
One request, distinct consequences
Govern every system change independently.
A request such as “resolve the issue and update the customer” may contain several reads, record mutations, financial decisions, and external deliveries. The target runtime gives each consequence its own payload, policy, approval, execution state, and outcome.
01Resolve context without exceeding source accessread
02Separate records, adjustments, and deliveriesplan
03Inspect data and compute each exact diffprepare
04Apply the policy and reviewer for that consequencedecide
05Revalidate, execute, and reconcile separatelyact
06Connect every result to the parent intentprove
Where to begin
Choose a workflow with value, control, and an accountable owner.
The strongest private-preview candidates are narrow enough to prove end to end and important enough that policy, approval, evidence, or customer-controlled execution has already blocked ordinary automation.
Record change plus delivery
Update CRM or support state and send a customer-facing response with separate destination, data-protection, and approval decisions.
Prepared financial mutation
Assemble an adjustment, billing change, or ERP action for an eligible reviewer, then bind execution to the exact approved values.
Permission or service change
Resolve current state, expose the intended diff and blast radius, enforce separation of duties, and preserve the resulting evidence chain.
Pilot definition
Define success as an auditable business outcome.
A design-partner engagement should begin with a workflow owner and a measurable operational result, then make every control and failure condition explicit.
- A named process owner and eligible approval owner
- One valuable outcome across a small set of systems
- Real source-permission and credential constraints
- Known data classes, recipients, and destinations
- Defined stale-data, retry, and uncertain-outcome behavior
- Evidence requirements from intent through reconciliation
STATUS
The workflow and transaction behavior described here is the private-preview implementation target. Onterix does not yet claim general production availability, complete connector support, production service levels, or verified coverage for these example workflows.
Enterprise operations design partner
Bring one process that is too consequential for a blank check.
Together we can map its systems, exact mutations, reviewers, data boundaries, failure modes, deployment constraints, and required evidence before implementation.