A workflow you can try
Useful work.
A clear point for review.
Follow three customer requests from the brief to a reviewable result. See when policy supports an answer, when a person must decide, and when the team should stop.
Bring your own procedure
Replace the sample policy with your rules.
Start with a question your team already handles. Collect the authoritative guidance, define what the agent can prepare, and name the person who approves the next action.
Turn it into a team plan
Choose the work before the model.
Describe your workload, choose the roles, and compare a managed Cloud or self-managed plan. The setup preview helps you work out that starting point.