Skip to content
theosolutionspatterns / 01–03

Start with the work.
Then connect the pieces.

Your models, skills, and connected tools, with MCIR memory built in. Carry relevant decisions and context into the next task, agent, or application. These three patterns keep the sources, permissions, and human handoff visible.

A working question

What can this workflow prepare, and who may act on it?

Illustrative patterns. Not customer stories, deployed integrations, or performance claims.

01choose a starting point

Three patterns. Different responsibilities.

Connect your EHR. Give theo a skill.

Your team builds the connection. A custom skill brings the permitted tool, your knowledge, and your instructions together. theo prepares; your people review.

healthcare workflows
Input
Permitted records from your team's EHR or system integration.
Context / route
A read-only tool, your checklist, and a custom skill.
Draft
A source-linked draft with unresolved items ready for human review.
Human owner
Your application controls access and release. People retain clinical and coverage decisions.

Answer from the right record.

An internal operations answer should reflect the current policy, not the most confident sentence. Keep source identity and unresolved questions beside the response.

company knowledge
Input
A request to explain a fictional equipment return process.
Context / route
Use an approved policy excerpt, not unrestricted company search.
Draft
A short answer and a proposed, non-executed follow-up task.
Human owner
The process owner resolves exceptions and authorizes any action.

Make changes reviewable.

A shared workflow needs a shared understanding of what changed. Treat sources, routing, skills, and policy bindings as configuration that deserves review.

team workflow practice
Input
A proposed change to a team's request-routing recipe.
Context / route
Compare the intended route, source revision, and bound policy.
Draft
A review record with positive, negative, and missing-context fixtures.
Human owner
Named maintainers test and approve changes in their own process.

02the common structure

The model is a step, not the whole workflow.

An illustrative work path, not graph node types
  1. 01Define the input

    State the task, allowed data, and intended recipient before supplying context.

  2. 02Choose the path

    Combine current sources with relevant owner-scoped memory, choose models, and verify any policy binding.

  3. 03Prepare the draft

    Keep source references, uncertainty, and incomplete fields visible.

  4. 04Review in your app

    A responsible person decides whether to edit, reject, or release the result.

This is a workflow explanation, not an executable configuration. Human approval is an application responsibility, not an orchestrator graph node.

03before you deploy

Make the boundary part of the brief.

Choose one bounded task before connecting a broad collection of tools. Specify which documents may enter, which actions are read-only, which changes require approval, and what the system should do when a source is missing.

Gateway Guardrails are opt-in and bound per API key. Adding a policy to a diagram or writing a reassuring prompt does not establish enforcement. Inspect the real binding, test its behavior, and keep tool authorization in the application.

For healthcare or other sensitive work, review the deployment, agreements, data recipients, and operating procedures before using real records. A synthetic example cannot establish clinical suitability or compliance.

build the next layer

Follow the part you need to understand.

your next experiment

Try changing one assumption.

Remove a source or deny a mock tool in the browser-only workbench. Follow the changed result before thinking about a production integration.