Agentic workflow
An agentic workflow is a process in which AI chooses some of the steps or actions needed to complete a task. The amount of discretion depends on the design.
Also known as:
In a sales team
After reviewing discovery notes, an assistant decides whether to retrieve a demo guide, a business-case template or a qualification checklist.
Is every AI automation an agentic workflow?
A fixed automation that calls an LLM isn’t necessarily an autonomous agent. Explain which parts are rules and which require model judgement.
What to check in practice
Map the trigger, permitted decisions, approval points and completion condition.
Related concepts
For the broader explanation, read AI in B2B Sales and GTM: 60 Terms Explained.
Further reading: Anthropic: agents and workflows.
Build AI into how the team sells
Strategic Sales Enablement connects standards, development and practical workflows with ongoing review of how sellers and managers use them.