Block Non-Compliant Data Actions Before Execution
Scenario: A global financial services firm runs 60+ automated workflows across Salesforce, SAP, Snowflake, and regional payment systems. Data residency rules require EU customer data to remain within EU-hosted systems, but 8% of workflows inadvertently route PII across jurisdictions, triggering GDPR exposure and $35K+ per-incident remediation costs.
Solution: The Policy & Governance Guardrail Agent intercepts every data action in real time via Integration Designer. Classification predictive algorithms score each payload against residency, access, and sensitivity rules. Non-compliant actions are blocked before execution. Compliant actions proceed with full audit context logged automatically.
Results: Cross-jurisdiction data violations drop from 8% to 0.4% within 60 days. GDPR remediation costs decline $280K annually. Compliance teams shift from reactive incident triage to proactive policy tuning with zero manual payload inspection.
Automate Audit Trails for Every Agent Decision
Scenario: A healthcare organization operates 35 integration workflows handling PHI across Epic, Salesforce Health Cloud, and a cloud data warehouse. Each quarterly SOC 2 audit requires 6 weeks of manual evidence gathering - pulling logs from five systems, mapping actions to policies, and documenting decision rationale for 2,000+ automated actions.
Solution: The agent automatically logs every workflow decision with chain-of-thought context: which policy was evaluated, what data was inspected, what rule triggered, and whether the action was approved, blocked, or escalated. Regression predictive analytics score audit readiness continuously and flag gaps before review cycles.
Results: Audit preparation time drops from 6 weeks to 5 days. Evidence completeness rises from 74% to 99.2%. The compliance team eliminates 200+ hours per quarter of manual log assembly and cross-system reconciliation.
Detect & Remediate Policy Drift Across Workflows
Scenario: An enterprise technology company maintains 80+ governance policies across data access, retention, encryption, and sharing rules. As teams modify workflows and onboard new integrations, policy configurations drift silently - 14% of active workflows operate with outdated or misconfigured rules, discovered only during annual audits.
Solution: The Policy & Governance Guardrail Agent runs anomaly detection predictive algorithms continuously across all active policies and workflows. Drift events - rule modifications, permission changes, missing enforcement points - are flagged in real time. Auto-remediation restores compliant configurations for known patterns; novel drift escalates to governance leads with full context.
Results: Policy-drifted workflows drop from 14% to 1.5% within 90 days. Mean time to detect drift falls from 180 days to under 4 hours. The organization avoids an estimated $420K in annual non-compliance exposure and audit remediation costs.
From policy definition to real-time enforcement in 6 steps - no code, no manual reviews, no post-hoc remediation.
- Step 1 - Connect: Link CRM, ERP, data warehouses, cloud platforms, payment systems, and collaboration tools through Integration Designer with 500+ connectors. The agent accesses policy metadata, access controls, and data lineage from every endpoint.
- Step 2 - Analyze: Automated profiling catalogs data sensitivity classifications, residency requirements, access permissions, retention rules, and encryption standards across every connected system and active workflow.
- Step 3 - Predict: Classification algorithms score every data action against policy rules at runtime. Time-series analytics detect drift trends. Anomaly detection flags access deviations and residency violations before they propagate.
- Step 4 - Decide: Configurable guardrails convert predictions into enforcement actions. Non-compliant actions block automatically. Borderline cases route for human review. Compliant actions proceed with context logged. All thresholds set by the team with no code.
- Step 5 - Act: The agent blocks violations, logs decisions with chain-of-thought rationale, remediates drifted configurations, opens governance tickets, sends alerts via Slack or Teams, and updates compliance dashboards in real time.
- Step 6 - Learn: Outcomes feed back into predictive analytics continuously. False-positive blocks refine classification models. Drift patterns improve detection accuracy. Audit feedback recalibrates scoring thresholds automatically.
The Only Option Built for Safe, Explainable, Multi‑System Decisions
| Capability | Put It Forward Agent | Traditional Rules / Workflow Automation | Generic LLM Chatbot | Manual Human Process |
|---|---|---|---|---|
|
Agent execution & scale |
|
|
|
|
|
No‑Code Agent Configuration |
|
Limited, technical admin |
Limited, prompt‑based only |
No |
|
Multi‑System Context Awareness |
|
|
No, single‑channel context |
Yes, but inconsistent |
|
Data Preparation & Validation |
|
|
No state or very limited |
Yes, in people’s heads/spreadsheets |
|
Stateful, Long‑Running Workflows |
|
Limited, brittle state handling |
No state or very limited |
|
|
Enterprise Integration Footprint |
|
Build per system |
Channel‑only |
System by system |
|
Decision Intelligence & Autonomy |
|
|
|
|
|
Business Rules + AI Policies |
|
Rules only |
Ad hoc LLM behavior |
Tribal knowledge |
|
End‑to‑End Decision + Action |
|
|
Suggests, doesn’t execute across systems |
|
|
Continuous Process Intelligence |
|
No |
No |
Manual analysis |
|
Autonomy Modes |
|
Auto‑Act only, no simulation or learning |
Suggest only, no structured guardrails |
Manual judgment only |
|
Trust, Control & Ops for Agents |
|
|
|
|
|
Policy & Guardrail Management |
|
Scattered in config and code |
Prompt only, no enforcement |
Policy documents, inconsistent enforcement |
|
Safe Failure Handling |
|
Limited, build your own |
Opaque failures |
Manual investigation & fixes |
|
Agent Performance & Impact Analytics |
|
Basic logs, no business KPI tie‑in |
No structured reporting |
Manual reporting |
|
Explainability & Audit Trail |
|
Limited technical logs |
Nearly none |
Email, tickets, inconsistent records |
|
Agent Extensibility & Integration APIs |
|
Varies, often product‑specific |
Mostly channel APIs, not orchestration |
N/A |
|
Agent Design & Tuning Support |
|
Self‑serve / ad‑hoc |
Self‑serve / ad‑hoc |
Self‑serve / ad‑hoc |
|
Agent & Integration Roadmap Alignment |
|
No / lagging |
No / lagging |
No / lagging |
Yes, configure via UI + templates
We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.
Accelerate time-to-value and reduce risk with a proven integration plan.
Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.
- Most clients see improved intelligent automation performance within 48 hours
- Zero disruption guarantee - No downtime to existing systems, pipelines or data loads
Implementation timeframes depend on scope and complexity:
- Hour 1-2: Configure connection source and destination
- Hour 2-36: Business rule configuration and validation
- Hour 36-48: Full deployment
Put It Forward Agentic Resources
Guide to Agentic Workflows
This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.
Two Ways To Integrate Agents
Learn how to integrate an agent into a process using two different methods via the Put It Forward Integration Designer and a direct service call. This helps both non-technical and technical teams find new revenue.
Agentic AI Orchestration
Put It Forward’s Agentic AI Orchestration connects AI agents, data, and automation tools into end-to-end workflows so enterprises can cut cycle times, handle exceptions intelligently, and scale automation for measurable ROI in weeks, not months.
Revenue, Operations and IT Playbook
Learn how intelligent automation streamlines tasks, integrates data, and delivers measurable business benefits with practical strategies and examples.
Buyer Guide For Intelligent Automation
Gain expert guidance on intelligent automation solution types, approaches, outcomes, and key considerations to make confident, high-impact buying decisions.
How Decision Automation Works
See and learn how decision automation works at scale. Connect the pieces, tools, and outcomes together in Put It Forward to unlock value and reduce complexity.