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AI agents for CPD and application approvals

Put an agent inside your workflow. It checks every submission against your rules, approves the clear-cut cases and passes anything unusual to your team with its reasoning laid out — so nothing sits in a queue for weeks.

Example workflow: CPD approvals

From logged to signed off in minutes, not weeks

A member records their CPD. Your workflow hands it to an agent, which checks it against your scheme rules and either approves it on the spot or passes it to a reviewer with the work already done.

An illustrative example. Your agent follows your own CPD scheme rules, and you decide exactly where the line sits between “approve” and “ask a person”.

01

An agent at every step that needs one

Most workflows stall at the same place: a queue of items waiting for someone to read, check and decide. Drop an agent into that step and it picks up each item the moment it arrives — reading the submission, opening the attachments and weighing it against your rules.

  • Triggered automatically when an item reaches its step in the workflow
  • Reads forms, documents and evidence, not just the fields you've mapped
  • Works through the backlog around the clock, so Monday morning starts with an empty queue
  • Hands back a clear outcome the next step of your workflow can act on

02

Your rules, applied the same way every time

Give the agent your policy in plain English — the same guidance you'd give a new colleague. It applies it consistently to every item, explains its reasoning, and never has an off day or a different reading of the rules.

  • Instructions written in everyday language, no rules engine to configure
  • Grounded in your own policies, scheme handbooks and approved lists
  • Every decision comes with the reasons behind it
  • Change the policy once and every future decision follows it

03

People stay firmly in charge

You decide where the line sits. Let the agent approve the clear-cut cases on its own, have it recommend and wait for sign-off, or start with recommendations only and widen its remit as your confidence grows.

  • Choose what it may approve, what it must refer and what it should never touch
  • Referrals arrive with the checks done and a recommendation ready
  • Runs under the permissions you set, with every action logged
  • A full audit trail of what was checked, what was decided and why

Beyond CPD, the same pattern works for

  • Membership applications and grade upgrades
  • Fee waivers, concessions and hardship requests
  • Event, award and abstract submissions
  • Accreditation and course approvals
  • Content moderation for member forums and directories
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Agents in your workflow, answered

Will the agent approve things without anyone checking?

Only if you let it. You set exactly what it may approve on its own and what must go to a person. Many organisations start with the agent recommending only, then let it approve the straightforward cases once they've seen how it performs.

How does it know our CPD rules?

You give it your scheme policy, category definitions and approved provider lists, and describe how you want items judged in plain English. It applies those rules to every submission and shows its reasoning each time.

What happens when it isn't sure?

It refers the item to your team rather than guessing — with its findings, the evidence it looked at and a recommendation, so your reviewer can decide in moments rather than starting from scratch.

Can we see why a decision was made?

Yes. Every check, every reason and every outcome is recorded, so you can answer a member's query, satisfy an auditor or spot where your guidance needs tightening.

Is it only for CPD?

No. CPD is a great place to start because the volumes are high and the rules are clear, but the same approach works for applications, upgrades, concessions, submissions and any other step where someone currently reads, checks and decides.

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