Underwriting and claims workflows with branching approvals, SLA tracking, and AI agents triaging cases before they hit a human reviewer.
Where workflows, business rules, and AI agents meet.
Most low-code platforms become shadow IT inside six months. OODA was built to avoid that — strong governance defaults, real audit, human-in-the-loop checkpoints, and a graduation path so the ops team owns the platform without owning the platform engineering. Workflows, business rules, dynamic forms, and AI-agent orchestration in one place, wired to Smelter and to your systems of record.
What we deliver
- Visual workflow designer with versioning
- Business-rules engine with branching and parallelism
- Dynamic forms with schema-driven validation
- AI agent orchestration (planning, tool-use, memory)
- Human-in-the-loop approvals and exception handling
- Audit log + compliance reporting on every action
Tools and infrastructure we ship on.
- Workflow engine
- Rules engine
- MCP (Model Context Protocol)
- Smelter (data)
From the first workflow to a self-service platform — without handing it over too early.
Most low-code platforms become shadow IT inside six months. OODA's deployment pattern is built to avoid that — strong defaults, real governance, and a graduation path.
- 01
Process discovery
Walk the highest-volume workflows with the operations team — approvals, exceptions, forms — and surface the ones where AI agents or automation would actually move the needle.
- 02
Workflow + rules design
Build the first set of flows with our engineers, with branching, parallelism, human approvals, and audit baked in. Establish the governance model for who can ship new rules later.
- 03
Agent integration
Layer in AI agents where the workflow genuinely benefits — planning, tool-use, memory — wired into Smelter data and your systems of record, with human-in-the-loop checkpoints.
- 04
Graduate to operations
Hand the platform over to the operations team when they're ready. Our managed-services pod stays available for non-trivial changes and agent reviews on a known cadence.
Where OODA earns the platform fee.
Where the approval volume, exception cost, or agent surface justifies a dedicated workflow + agent platform — and where it doesn't.
Travel & Expenses exceptions, tax notices, and vendor onboarding flows — humans approve, agents prepare the packet, every action is logged.
Cross-system orchestration — open an ERP record, post to the GL, notify the requestor — wrapped in a low-code interface ops teams can extend themselves.
Bring us your hardest build.
30-minute discovery call. No decks, no boilerplate — senior engineers in the room, the same ones who'd own delivery.