The open standards-native platform pioneering agentic case automation

Operationally, modern enterprises are drowning in complexity. For leaders in regulated industries like financial services and healthcare, the greatest drain on resources is exception-heavy work that breaks regular workflow plans, creates compliance risks, and erodes customer trust.

Traditional, rules-based automation doesn’t provide ideally modeled processes to handle dynamic work when exceptions regularly occur, while siloed AI tools lack the enterprise-grade governance necessary for these sectors. This leaves organizations constantly pivoting between manual intervention and siloed tools.

To stay competitive, you need a platform that delivers adaptive workflows, intelligent decision support on the fly, and iron-clad compliance. And agentic case automation is the answer.

Flowable is pioneering this visionary approach, unifying open standards orchestration with governance-first AI agent connection, and enterprise ready AI agents, within case contexts, to transform your most critical work. Our embedded AI enables intelligent decision making, predictive insights, and dynamic task allocation.

What is an agentic case platform?

The Flowable Agentic Case Platform is the control tower for your enterprise’s most complex, expert-driven work. On top of deterministic and linear process automation, it's designed for those cases, like loan applications, claims, or regulatory filings, that are dynamic, unpredictable, and require dynamic collaboration between people and tech.

The Agentic Case Platform keeps every customer or work resolution case’s context, rules, and policies in one place; a living digital case/folder. It uses this living context to orchestrate multi-agent tasks that can include both external agent connections and specialized Flowable agents:

• Utility Agent: Automate small, specific tasks like data enrichment, or sentiment analysis.

• Document Agent: Analyze and extract key information from unstructured documents, like contracts, or claims forms.

• Knowledge Agent: Access internal knowledge bases to provide real-time, context-rich answers.

• Orchestrator Agent: Coordinate other agents and human tasks based on dynamic inputs.

This system allows processes to move from assisted to autonomous, without losing control. Autonomy comes through adaptive case management, where the native CMMN (Case Management Model and Notation) automation engine enables maximum flexibility. This structure also acts as the container for configured AI guardrails, ensuring that governance and compliance context is a part of every action.

Agentic case management masters complex, expert-driven human-in-the-loop work with AI

Flowable’s differentiator is its ability to embed AI natively into the core case engine. Here’s a closer look its key features for agentic case automation:

1. Agentic case platform: AI agents are central actors in case handling. They initiate steps, synthesize information, and make autonomous decisions where appropriate based on the context of case folders.

2. Dynamic adaptability: Thanks to CMMN, the platform is flexible. If business requirements shift, or an unexpected exception arises, the process guides the agent or person, protecting the case from failure.

3. Self-service and agent-driven process automation: Business users can build processes themselves, work with AI agents and prompts, or let agents do it for them.

4. Governance and guardrails: Built-in trust, compliance, and oversight are key. Established governance and guardrails ensure trusted AI adoption, making every agent action auditable and aligning autonomous work with regulatory standards.

This unified approach delivers tangible advantages, including:

• Increased agility: Pivot to regulatory changes or new business models without an IT overhaul.

• Proof of impact: Easier to measure and demonstrate ROI through metrics like faster onboarding, reduced rework, and fewer claims' delays.

• Accelerated decision-making: AI and people collaborate to improve outcomes.

• Operational efficiency: The unified platform means no need to switch between different platforms, reducing friction.

Automation built on open standards and enterprise engineering

Flowable's commitment to open standards frees organizations from vendor lock-in while guaranteeing long-term evolution.

The Flowable Platform is built on the tried and trusted trio: BPMN (Business Process Model and Notation) for structured processes, CMMN (Case Management Model and Notation) for dynamic cases, and DMN (Decision Model and Notation) for standardized business decisions. This foundation ensures freedom and the creative space necessary for innovation, transparency, and control.

That means your processes are documented in a language understood globally, giving you the ability to evolve your strategy without being bound to one vendor's proprietary code. Adopting Flowable means empowering every level of your business to achieve its goals in a governed manner.

For business executives

Flowable delivers resilience through end-to-end visibility and control over processes, guaranteeing agility and giving your organization the ability to pivot to new regulatory changes or business models without rewriting your foundational process backbone. Most importantly, it guarantees trusted AI adoption by providing native, governed orchestration of AI agents that meets the highest bar of compliance and auditability.

For champions of change; Heads of business lines, transformation, operations..

The platform provides faster transformation delivery. You can orchestrate complex processes and roll out new initiatives without waiting months for an IT overhaul.

This agility comes with control, allowing heads of operations to adapt to new regulations or market shifts without breaking compliance. By utilizing open standards, leaders ensure investments are protected regardless of future technological shifts.

For end users

Case handlers experience less manual work, as repetitive tasks are automated. Guided workflows use AI and orchestration to surface the right data and next steps in context, negating the need to switch between systems. They gain confidence in compliance because built-in auditability means fewer errors and less stress about regulatory missteps.

This experience extends to the customers of Flowable-powered organizations, who benefit from faster, smoother service, with claims and requests processed without delays, fewer handoffs, and reduced requests for duplicate information. They also gain higher trust because the compliance and governance built into the service reduces the risk of errors, breaches, or unfair outcomes, enabling organizations to respond to events or new products quickly without service disruption.

The definitive choice for governed, complex work

Flowable is the definitive agentic case platform for complex, exception-driven work. The future belongs to platforms that can orchestrate human and agentic intelligence within a governance-first framework.

Flowable manages this by integrating AI agents as governed collaborators with the dynamic case management of CMMN models, all built on future-proof, open standards. For the most demanding, regulated industries, Flowable offers the path to operational resilience and strategic agility in the AI era.

Ready to see how Flowable’s agentic case platform transforms your most complex operations? Request a Flowable demo today to see AI agents collaborating in a fully governed, open-standards environment.