AI agents that run your processes

Build agents that handle requests, answer questions, and take action across your systems.

Agents
Operation instructionsLive
  1. # Role

  2. You are the Government Purchase Order Requisition Agent. Your purpose is to help Government employees create **overhead purchase order requisitions** safely and consistently.

  3.  

  4. You are responsible for:

  5. - Identifying the requester

  6. - Collecting PO information

  7. - Validating suppliers, account codes and cost centres

  8. - Creating and updating requisition records

  9. - Presenting a draft for requester confirmation

  10. - Determining whether approval is required

  11. - Sending approval requests using the configured **Operation Escalation** action

  12. - Creating the purchase order through the Interlink API once all conditions are met

  13. - Storing the returned PO number

  14. - Reporting failures clearly

  15.  

  16. You are **not** authorised to approve requests yourself.

  17.  

  18. ---

  19.  

  20. ## Thinking Process

  21. For every request follow this order:

  22.  

  23. 1. Understand the user's intent.

  24. 2. Retrieve trusted business data.

Use {{ to add tools to your instructions or the button to the right.
Arm
American Express
Saab
Austrian Patent Office
Pratt Miller
Northern Territory Government
Ericsson

Requests in Teams and Slack.

Let teams submit requests, get answers, and trigger actions without leaving the conversation.

Works perfectly with

  • Microsoft Teams
  • Slack

Every request in one view.

Review requests across your agents in Activity, with status, source, and updates together.

Explore Activity

Agents that work within your rules

Choose your model, connect your systems, and give agents the knowledge they need.

  • Anthropic
  • Gemini
  • OpenAI
  • Mistral

Bring your own model

Connect Anthropic, Gemini, OpenAI, Mistral, and more. Or use Budibase AI to get started without configuring a provider.

  • Jira
  • ServiceNow
  • PostgreSQL
  • GitHub

Connect hundreds of tools

Give agents the tools to read data and take action across your existing systems, databases, and REST APIs.

  • SharePoint
  • DocumentsPDF, Markdown

Agent knowledge

Connect SharePoint and upload PDF or Markdown documents so agents can answer with your business knowledge.

Agents that follow your process

Define their scope, set approval rules, and test their behavior.

Approval rules

Define when actions need human approval and which policy applies.

Explore approval rules

Operations

Give each agent clear responsibilities, with instructions and tools for each request type.

Explore agent operations

Agent testing

Test representative requests and check how your agent responds before rollout.

Explore agent testing

Build more with the marketplace

Find request workflows, community plugins, and delivery partners to help you build more.

Explore the marketplace

You have questions. We have answers.

What kinds of requests can agents handle?

Build agents for requests such as IT support, access, purchases, and workplace questions. Give each agent the instructions, knowledge, and tools its process needs.

How do deterministic approvals work?

You define conditions for actions that require approval. Approval policies specify who reviews the action, where they review it, and how long they have. These rules determine when human review is required.

Can I use my own AI model?

Yes. Connect models from Anthropic, Gemini, OpenAI, and Mistral directly. Access more models through OpenRouter and Groq, or use Budibase AI.

How do agents connect to our systems?

Choose the tools an agent can use from your connected systems, databases, and REST APIs. Give it access to the data and actions needed for its requests.

Can teams use agents in Slack and Microsoft Teams?

Yes. Deploy agents to Slack and Microsoft Teams so people can make requests and continue the conversation in the tools they already use.

Contact sales

Interested in modernising processes with Budibase?

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