Dispatches
Customer story

Procedure automation

A twelve-step procedure only one person knew now runs automatically—from chat, a schedule, email, or a spreadsheet cell—with every step logged and attributable.

12 stepsA standard operating procedure in a Word docOne person knows it. When she is out, it does not happen.Standard Operating ProcedureReview incoming requests from the shared inbox eachmorningCheck vendor credentials against the approved listin the finance folderIf approved, forward to the controller for signatureFile the signed copy in the reconciliation folderUpdate the tracking sheet with request date andstatusOne person · unloggedBefore: twelve-step SOP in a Word docAgent Operating ProcedureReview incoming requests from the shared inbox eachmorningCheck vendor credentials against the approved listin the finance folderIf approved, forward to the controller for signatureFile the signed copy in the reconciliation folderUpdate the tracking sheet with request date andstatusFinance databaseVendor listShared inboxTrigger sourceAthena · tools & policy namedPasted SOP, named tools and data sources=ATHENA("Run vendor approval AOP")Request dateVendorAmountStatusApproved byJanAcme SupplypendingPending reviewJanGlobal PartsapprovedApprovedControllerJanMidwestflaggedFlaggedJanAcme SupplyrunningRunningWHO CHANGED WHATAthenaChecked vendor againstapproved listAthenaRouted to controller forsignatureAthenaWaiting: one credentialmismatchControllerMark for manual reviewRuns from chat, schedule, email, or sheet cellAthena wants toforward vendor request to controller forsignatureVendor: Midwest LogisticsCredential check: address mismatch with approved listWAITING FOR A PERSONController reviews, then Athena files and logsStep 3 of 12 · flagged for human approvalHuman approves the steps you markVendor approval AOP · RunTrigger · Triggered by email to shared inboxReview incoming requestCheck vendor credentialsForward to controller for signatureFile signed copy in reconciliation folderUpdate tracking sheetApproved request filed ·tracking sheet updated ·controller notifiedLogged · attributable · 11:42Every run logged, every step attributableAmbiguity exposedathenaintel.com
Fig. 02The story in 26 seconds, from the old way to “Ambiguity exposed.”
Before · what we did · after
  1. Before

    A twelve-step standard operating procedure in a Word doc. One person knows it. When she is out, it does not happen.

  2. What we did

    Pasted the SOP into an Agent Operating Procedure (AOP). Named the tools it may use, the policy it must follow, the trigger that starts it, and the shape of the output. Attached the data sources.

  3. After

    The procedure runs on demand or on a schedule. Every run logged. Every step attributable. A human approves the steps you mark before the procedure continues.

01Paste SOP intoAOPNamed tools, policy,trigger, output shape02Attach datasourcesConnected to systemsthe procedure uses03Mark approvalstepsHuman reviews flaggeddecisionsa person approves04Deploy triggersChat, schedule,email, or sheet cellEvery run logged. Every step attributable. Runs unattended or approved.
Fig. 01The twelve-step SOP becomes a workflow with tools, policy, and gates
How long it takes · what to plan for

Time to live: about two weeks with a forward-deployed engineer. The first run exposes every ambiguity in the SOP. That is expected, and it improves the procedure.

An Agent Operating Procedure (AOP) is the instruction set for a workflow: tools, policy, triggers, and output shape.

Example workflow

From a Word doc SOP to a logged, attributable Agent Operating Procedure

SURFACES INWHAT COMES INTHE PLATFORMWHAT GOES OUTDELIVERED BACKWebMobile · voiceText (SMS)Slack · TeamsChromeOffice add-inMeeting botMeetingsWordPowerPointSheetsFiles · PDFsDataAgentsAppsLibrarySessionsSpacesStudiosMeetingsLakehouseSemantic modelsDatabaseDashboardsWordPowerPointDashboardsData · APIsApps · portalsWebMobile · voiceText (SMS)EmailChromeOffice add-inMeeting botEmail1Workflows (AOPs)2Slack · Teams3Sheets41 INTrigger arrives by email,on schedule, or from aspreadsheet cell to startthe procedure2 BUILDThe pasted SOP runs as an AOPwith named tools, policy,trigger, output shape, anddata sources attached3 REVIEWA human approves the stepsyou marked; every step islogged and attributable4 OUTThe procedure writesresults to a sheet, sendsemail, or updates adashboard on every run
Fig. 03The route on the system map: Email → Workflows (AOPs) → Slack · Teams → Sheets. Connectors: Email, Slack · Teams, Chrome, Office add-in, Sheets
What it runs on
What customers say
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
Analyst · A global manufacturer
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
Global Sustainability lead · A global manufacturer
“I'm very excited. This is something that I have been piecemealing with the limited tools that analysts get... rather than me at nine PM getting a failure email and deciding I'll just do it myself.”
DC Ops Data & Analytics lead · A Fortune 500 retailer
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
VP-level AI leader · A Fortune 500 retailer
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
Analytics lead · A Fortune 500 retailer
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
Manufacturing analyst · A global manufacturer
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
Manufacturing analyst · A global manufacturer
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
Audit lead · A global professional services firm
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
Audit lead · A global professional services firm
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
Audit lead · A global professional services firm

Verbatim from customer calls. Customers anonymized.

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