Scenario · Operations departments, integrators

Process automation with agents

Assistants that query your systems, trigger actions and fit into your automation pipelines.

What is the status of my request no. 48213?

Your request no. 48213 has been under review since October 14; no additional documents are needed. Would you like to leave a message for the team handling it?

Sources

  1. 1API tool — request tracking“…quoted excerpt…”
Interface mockup: fictional dialogue illustrating the scenario.

The need

The starting point

Many requests require an action in a system: looking up a case, creating a request, notifying a team.

The challenge is to achieve this without giving the model more power than necessary.

Implementation

How EasyRag addresses it

  1. An API tool that reads a case status, with sensitive parameters set by the administrator.Tools and agents
  2. A webhook to trigger processing in your automation tool (n8n, Power Automate).API and developers
  3. Assistant trees to route users to the specialized assistant.Tools and agents

Expected value

What this scenario delivers

Up-to-date data

The assistant reads the information at the source.

Controlled actions

Only authorized tools and parameters are accessible.

Gradual integration

Open standards (HTTP, MCP) that can be reused elsewhere.

Requirements

  • Pro license for tools and assistant trees.Pro license
  • Business services exposing an API or an MCP server.Requires setup
  • Native Make and Zapier integrations.Not available

Other scenarios

Have a project similar to this scenario?

Try the demo assistant, or tell us about your project: we’ll get back to you with a concrete feasibility assessment.