Agentic Workflow Orchestration
Coordinate document processing across models, business rules, automations, and human checkpoints from one execution graph.
What This Means in M3 Forge
M3 Forge orchestration combines several layers:
- Workflows for visual DAG execution
- Query Plans and Agents for reasoning-heavy or delegated tasks
- Automation triggers for schedules, webhooks, and event-driven starts
- Guardrails and HITL nodes for quality checks and controlled handoffs
The result is a system that does more than call one model. It can branch, retry, route, parallelize, and escalate based on what the document or the model output actually requires.
Core Orchestration Patterns
| Pattern | What it does | Typical use case |
|---|---|---|
| Sequential | One stage feeds the next | Extract, validate, format, publish |
| Parallel fan-out | Independent branches run concurrently | Classification, PII check, and quality scoring at the same time |
| Dynamic routing | Different paths based on content or score | Route invoices, appeals, and correspondence to different flows |
| Retry with fallback | Re-run or downgrade when quality fails | Prompt retry, then human review |
| Human checkpoint | Pause for approval or correction | High-value decisions or low-confidence outputs |
Example: Intake-to-Decision Pipeline
This pattern works well for claims intake, onboarding packets, invoice processing, and regulated back-office reviews.
Example Build
Start with a trigger
Use a schedule, webhook, or event source to launch the workflow automatically.
Fan out the first-pass analysis
Run classification, extraction, and policy checks in parallel to minimize total latency.
Insert a quality gate
Use Guardrails or evaluators to decide whether the output can continue automatically.
Hand off to an agent or a human
Send clean cases to an agentic decision step. Route ambiguous cases to HITL approval, correction, or routing.
Persist and observe
Publish the final result and monitor execution, traces, and downstream evaluator scores in Monitoring.
Example Trigger Configuration
{
"type": "schedule",
"config": {
"cron": "0 */2 * * *",
"timezone": "America/Chicago"
}
}Why Teams Use This Pattern
- Replace brittle point integrations with one governed execution model
- Mix deterministic rules and generative reasoning in the same flow
- Keep automation high without hiding low-confidence outcomes
- Add industry-specific review steps only where they matter
The strongest orchestration pattern in M3 Forge is usually not “fully autonomous.” It is selective autonomy: automate the clear majority, then route the hard cases intentionally.