Manual work does not scale
Exports, spreadsheets, handoffs, and one-off scripts turn simple requests into operational queues.
Concept: a governed enterprise AI operator
Work crosses systems.
Trust should too.
We are exploring a safer way for Salesforce, data, and operations teams to delegate one-off work across systems without surrendering control.
- User-scoped access
- Policy before action
- Evidence after execution
Concept plan
OP-0248
“Export my open Salesforce opportunities into a private Google Sheet.”
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01
Resolve accessSalesforce and Google connections belong to youverified
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02
Compile the plan4 fields · open opportunities · 500 row limitbounded
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03
Apply policyPrivate destination · no restricted fieldsallowed
The operational gap
The outcome is clear.
The path is fragmented.
Automation assumes the future
Traditional workflows are powerful once someone has anticipated, designed, and maintained every path.
Generic agents ask for too much
Broad credentials and opaque execution are incompatible with enterprise authorization and accountability.
Proposed model: dynamic reasoning, deterministic execution
The agent proposes.
Your controls decide.
Discovery is being designed to separate reasoning from execution. The model would interpret intent while trusted infrastructure resolves identity, enforces policy, moves data, and records the outcome.
01IntentState the outcome in ordinary language
02PlanInspect a typed, bounded proposal
03PolicyApply identity, scope, and data rules
04ExecuteUse approved systems and credentials
05EvidenceRetain lineage, status, and outcome
The intended trust boundary
Your permissions must stay authoritative.
The product is intended to prevent the agent from granting itself tools, expanding scopes, choosing endpoints, or overriding enterprise policy.
- IdentityBind actions to the requesting user and organization.
- CredentialsGive each approved system only its own short-lived access.
- DataKeep bulk records in a deterministic data plane, outside model context.
- AuditMake plans, approvals, policy decisions, and outcomes attributable.
A deliberate product boundary
Not another connector marketplace.
Not a drag-and-drop workflow builder.
Not blanket credentials for a general-purpose agent.
Not enterprise data flowing through a language model.
A governed operator for the work existing automation did not anticipate.
Join a research conversation
What work still falls between your systems?
We are recruiting 30-minute conversations with enterprise operators, administrators, and security teams. No product access is currently promised.
Please do not submit customer data, credentials, or confidential business information.