A series of agents and people, running the whole process.
Routine cases flow through. Exceptions reach the right person.
Chain AI agents, business rules and human approvals into long-running processes that start from your systems and write back to them. Every case is durable, versioned and recorded step by step — so AI never acts on your systems unchecked.
From trigger to system of record.
Each step is done by whoever is best placed: an agent, a business rule or a person. Orion keeps the case moving and records who did what.
Built for processes that take days, not seconds.
Survives failure
A restart or failure resumes the case where it stopped, instead of starting over.
Waits as long as needed
A case can pause for hours or days while it waits for a person or another system.
Safe to retry
Retries are safe, visible and governed by policy.
More than a dozen step types
- Agent steps that read, check and draft
- Answers from your knowledge
- Rules and conditions
- Steps that run side by side
- Human review and approval
- Actions in your systems
Processes that run end to end.
Examples of processes organisations run on Orion, with people approving where it matters.
Loan document processing
Application pack arrives → agents extract and check it against policy → exceptions go to a credit officer → the decision is written back to the loan system.
Claims intake
A new claim from the claims portal starts the case → an agent extracts the claim → another checks cover → a handler approves → the claim system is updated.
Supplier onboarding
A new supplier’s documents are checked in parallel for compliance, finance and quality, then routed for sign-off before the ERP record is created.
Invoice exceptions
Invoices that don’t match the order or delivery are explained by an agent, routed to the right approver, and released once approved.
Application and case handling
Applications are checked against the regulation, a request for any missing items is drafted, and a case officer makes the decision.
Trade-promotion approvals
A promotion request is checked against agreed terms and budgets, then routed to sales and finance for approval.
Illustrative examples.
Designed visually, run and audited centrally.
| Visual designer | Build and change processes on a visual canvas, checked before they go live. |
|---|---|
| Human in the loop | Cases pause until a person decides, in the web app or in chat. Every decision is recorded. |
| Triggers | Start from events, schedules or other systems, with no manual step. |
| Case orchestration | Link processes into staged cases, with live status. |
| Versioning | Every change is versioned; running cases keep the version they started on. |
| Monitoring | A timeline for every case, with dashboards and alerts. |
| Access and audit | Role-based permissions and an exportable audit log of every change and decision. |
Enterprise processes, under your control.
Orion is made for organisations where IT, security and risk teams have to sign off. The controls they ask about first are part of the platform.
- Dedicated instanceSingle-tenant, for your organisation only — in your cloud account or data centre.
- Your identity providerSingle sign-on with Microsoft Entra ID, Active Directory, Okta and other OpenID Connect / SAML providers.
- Document-level accessDenied by default, mirrored from source systems such as SharePoint, enforced on every question.
- Full audit trailEvery answer, agent run and approval traced — exportable for audit and AI-governance reviews.
- Works with your estateOn top of email, SharePoint, ERP and core systems through APIs, events and MCP. No rip-and-replace.
- Cost under controlSpend tracked per model and capped by budgets, with lighter models for routine work.
One platform, three ways to put AI to work.
Each runs on the same enterprise foundation — models, tools, identity, access and audit — so you can start with one and add the others without rebuilding.
Enterprise Knowledge
Cited answers from your documents, email and SharePoint — only from what each person may see.
Orion Knowledge Hive Learn more Delegate tasksAI Agents
Agents that look things up, check documents and draft replies — using your tools, within guardrails you set.
Orion Agent Hive Learn more Run processesAgentic Workflows
A series of agents and people running a process end to end, with approvals where it matters.
Orion Digital Assembly Line You are here
Map one process. Run it with agents and people.
A short workshop picks one process and the systems it touches. We prove it on your own documents and rules, with quality scored, before you widen it.