C
Connected Consulting
Turn Automation Into Revenue
Internal Reference // v1.0
Agentic Workflow Job Aid

Three production workflows, mapped across every toolset.

The simplest, most reliable agent patterns to support students and customers at scale. Each workflow is mapped across OpenAI, Microsoft Copilot, and Claude so you can pick the right engine for the job before you build.

The revenue engine, applied to agents

Same model you already run for clients. Data comes in, signals get detected, the AI engine acts, an outcome ships. Each of the three workflows below is one slice of that engine. The orchestration layer on top routes between them.

INPUT

Data

Tickets, student records, live internship listings.

DETECT

Signals

New ticket, deadline window, threshold breach.

ACT

AI Engine

Agent reads, reasons, drafts, routes.

OUTPUT

Action

Reply sent, nudge fired, student flagged in.

How to read this doc

Each workflow tab gives you four things:

  • The trigger-to-action flow
  • How each platform handles it, side by side
  • The recommended pattern and why
  • A reference snippet and cost/latency notes

The short answer

  • Internship research leans Claude for high-volume async scraping and consolidation.
  • Signals dashboard goes to whichever stack your data already lives in.
  • Ticket triage leans OpenAI Agents SDK for clean handoffs.
RULE OF THUMB  //  Build the workflow once on the platform that owns the pattern. Do not force all three onto one vendor just to keep it tidy. The orchestrator routes between them.

03 / Ticket Triage and Response

ServiceNow opens a ticket. An employee gets the email notification. The agent reads the ticket email, understands the question, and drafts or sends a reply to the student or internal staff. Human stays in the loop for approval until you trust it.

TRIGGER

Ticket created

ServiceNow fires a webhook on new incident.

READ

Parse email

Agent extracts question, priority, requester.

REASON

Classify + draft

Route by type, draft a grounded reply.

ACT

Reply or escalate

Send, or hand to staff for one-click approval.

OpenAI
Agents SDK + Responses API
  • Handoffs cleanly route ticket types to specialist agents
  • Built-in tool loop and retries handle the back and forth
  • Guardrails layer for the human approval gate
Microsoft
Copilot Studio Agent Flows
  • Native if staff already live in Outlook and Teams
  • Agent nodes call an agent inside a workflow
  • Strong governance and admin visibility out of the box
Anthropic
Claude + your orchestration
  • Best draft quality and tone control for replies
  • You own the tool loop, which adds a little wiring
  • Great as the reply-writer inside another stack
PICK

OpenAI Agents SDK for the orchestration, since it owns multi-step ticket handling with handoffs and retries. If staff already work in Teams, build it in Copilot Studio instead. Use Claude as the reply-drafting engine inside either one if tone matters.

reference pattern // ticket triagepseudocode
# ServiceNow webhook -> your endpoint -> agent
on ticket_created(payload):
    ticket = parse_email(payload.short_description, payload.description)

    # classify so the right specialist handles it
    route = classifier.run(ticket)        # student_q | internal | billing | escalate

    if route == "escalate":
        notify_staff(ticket); return

    draft = reply_agent.run(
        question = ticket.question,
        context  = kb_lookup(ticket.topic)   # grounded, no guessing
    )

    # human-in-the-loop until trust is earned
    if confidence(draft) >= 0.85:
        send_reply(ticket.requester, draft)
    else:
        queue_for_approval(staff, draft)

Cost / latency profile

Synchronous, low volume. Latency matters because a human may be waiting. Use a fast model for classification and a stronger model only for the draft. Pennies per ticket.

Reliability notes

Keep replies grounded in a knowledge base lookup so the agent never invents policy. Start every reply type behind approval, then graduate the safe categories to auto-send once you have data.

01 / Internship Research and Behavioral Nudges

A scheduled agent goes out, finds open internships, captures deadline windows and submission requirements, and stores the steps. Then it nudges students to act using behavioral science, not soft recommendations. The nudge creates movement, it does not just suggest.

CRON

Scheduled scan

Nightly job sweeps sources for open roles.

EXTRACT

Deadlines + steps

Window, requirements, exact submission steps.

MATCH

Per-student fit

Map roles to each student profile.

NUDGE

Behavioral trigger

Timed, specific, action-locked message.

Anthropic
Claude Batch + Dynamic Workflows
  • Built for high-volume async scraping and consolidation
  • Parallel subagents sweep many sources at once
  • Batch path cuts cost roughly in half for bulk runs
OpenAI
Agents SDK + web tools
  • Solid for the matching and nudge-writing stages
  • Schedule it yourself with an external cron
  • Heavier per-run cost at high scrape volume
Microsoft
Copilot Studio (limited)
  • Weaker fit for high-volume open-web scraping
  • Use only if listings live inside your tenant
  • Best kept to the messaging stage if at all
PICK

Claude for the research and consolidation engine. The nightly batch run across many sources is exactly its cost and latency profile. Hand the cleaned dataset to your nudge layer, which can run anywhere.

The nudge ladder // behavioral science, not recommendations

TRIGGER 1 // T-14 DAYS

Implementation intention

"Pick the day this week you will start the Google STEP application." Locks a specific time and place, not a vague reminder.

TRIGGER 2 // T-7 DAYS

Loss framing + deadline salience

"3 internships you match close in 7 days. You lose these slots Friday." Makes the closing window concrete.

TRIGGER 3 // T-3 DAYS

Chunking the next step

"One thing today: upload your resume. That is step 1 of 4. Takes 6 minutes." Shrinks the action to remove inertia.

TRIGGER 4 // T-1 DAY

Social proof + commitment

"12 students in your cohort submitted. You said you wanted this one. Finish it tonight." Pairs proof with their own stated goal.

reference pattern // research + nudgepseudocode
# nightly cron -> batch research -> per-student nudge schedule
on schedule("0 2 * * *"):
    listings = batch_research(
        sources = internship_sources,
        extract = ["deadline", "requirements", "submission_steps"]
    )                                     # parallel subagents, async

    for student in roster:
        matches = match(student.profile, listings)
        for role in matches:
            schedule_nudge_ladder(            # T-14, T-7, T-3, T-1
                student, role,
                framing = behavioral_trigger(role.days_left)
            )

Cost / latency profile

Asynchronous and bulk. Latency does not matter, throughput and cost do. Run it overnight on the batch path. The nudge sends are tiny and cheap by comparison.

Reliability notes

Always capture the source URL and a last-verified timestamp per listing so a stale deadline never goes out. Re-verify the deadline before any T-1 nudge fires.

02 / Student Signals Dashboard

You have a large student dataset. Build a dashboard that watches it. When a student hits an action moment or trips a red flag, the system messages them to bring them in for corrective action. The dashboard is the cockpit, the agent is the outreach.

SOURCE

Student dataset

Warehouse or CRM holds the records.

SCORE

Threshold engine

Rules and signals score each student nightly.

SURFACE

Dashboard

Red, amber, green. Staff see the cockpit.

ACT

Outreach agent

Auto-message flagged students to come in.

OpenAI
Agents SDK + ChatKit
  • Tight fit if outreach happens in a chat surface
  • Good for the conversational corrective-action flow
  • Pair with your own dashboard front end
Microsoft
Copilot Studio + Power BI
  • Strongest if students and staff live in Teams
  • Power BI gives you the dashboard for free
  • Agent nodes message flagged students natively
Anthropic
Claude Batch (scoring job)
  • Ideal as the nightly consolidation and scoring job
  • Reads the warehouse, writes the flags, exits
  • Hand flags to any messaging layer
PICK

Go where the data already lives. In the Microsoft stack, Copilot Studio plus Power BI gives you dashboard and outreach in one. Otherwise run a Claude batch scoring job nightly and route flags to OpenAI for the conversational outreach.

reference pattern // signals + corrective actionpseudocode
# nightly scoring -> dashboard refresh -> outreach on red
on schedule("0 3 * * *"):
    for student in warehouse.students:
        score = signal_engine(student)        # attendance, grades, inactivity
        flag  = bucket(score)                 # green | amber | red
        dashboard.upsert(student.id, score, flag)

        if flag == "red" and not recently_contacted(student):
            outreach_agent.run(
                student,
                goal = "book corrective-action meeting",
                tone = "supportive, specific, low-friction"
            )

Cost / latency profile

Batch scoring overnight, real-time only on the outreach conversation. Scoring cost scales with student count but stays low on the batch path. Outreach is per-flagged-student.

Reliability notes

Add a contact-frequency cap so a student is never messaged twice in a window. Log every flag and every outreach so staff can see why a student was pulled in.

Live triage simulation

Pick a scenario and watch the agent work a real student ticket end to end. Tier 1 resolves itself and logs it. Tier 2 drafts a reply and waits for a human yes. Tier 3 recognizes when it should step back and route the student to a person. Tap a card to run it.

Select a scenario above to begin the simulation.

Live demo · Internship agent

The student-facing side of Workflow 01. The agent maps employer deadlines and submission steps, matches them to the right student, and once the student opts in, runs world-class behavioral nudges. Action earns points and bookstore swag. Tap around, it is live.

250
CONNECT POINTS
5-day streak
Tell the agent about you
I am studying
Interested in
Pick your major and the agent pulls your matched internships and their deadlines.
Earn your way to bookstore swag
S
IU sticker pack
300 pts
B
IU water bottle
600 pts
H
IU hoodie
1000 pts
Side quests

Live demo · Student signals

The counselor side of Workflow 02. The agent watches the data nightly. When a student trips a pattern, like missing the same Friday 8am class two weeks running or a grade slide, it surfaces them and engages their assigned counselor. Run the scan.

Platform picker

One table to settle the build decision. Match the workflow to the platform that owns its pattern, then let the orchestrator route between them.

WorkflowPrimary pickWhyWhen to switch
01 Internship research CLAUDE Batch path is built for nightly high-volume scraping and consolidation at low cost. Use OPENAI for the matching and nudge-writing stage.
02 Signals dashboard COPILOT Copilot Studio plus Power BI gives dashboard and outreach in one Microsoft-native flow. Split to CLAUDE scoring plus OPENAI outreach if you are not on Microsoft.
03 Ticket triage OPENAI Agents SDK owns multi-step handling with handoffs, tool loops, and retries. Switch to COPILOT if staff live in Teams and Outlook.

The orchestration layer

Put a coordinating router on top of all three. It catches the trigger, decides which workflow owns it, and calls that agent. The three workflows do not need to share a vendor, they only need to share the router and a common data store.

Decide by these three questions

  • Is a human waiting? If yes, optimize latency, go synchronous.
  • Is it bulk and overnight? If yes, go batch, optimize cost.
  • Where does the data and the user already live? Build there.
REMINDER  //  Start every workflow with a human approval gate. Graduate to auto-send only the categories where the data proves the agent is safe. Reliability beats cleverness at scale.

Rollout plan

The path from zero to live for 120 staff and 10,000 students. Build it once at the ServiceNow source, prove it in the dark, pilot a slice, then scale. Tick items off as you go and your progress is saved.

ARCHITECTURE  //  One central agent service runs off the ServiceNow webhook. It is event-driven, not seat-based, so the same build serves 1 staffer or 120. The only per-person piece is where the approval card and notifications land.
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Meet the team

The two people you work with directly on this engagement. One builds the system, one keeps it human. Both answer their own email.

Tom Carter
Tom Carter
Founder & CEO · Connected Consulting

Tom builds AI systems that take the repetitive work off a team's plate so the people can spend their time on people. Before Connected Consulting he spent his career in enterprise sales, ranked the number one rep out of more than 3,800 worldwide at LinkedIn and closing over $100 million across accounts like Google, Microsoft, and JP Morgan. Today he is recognized as an agentic workflow thought leader, building AI-native systems that run real operations end to end.

He is also a Hoosier. Tom came to Indiana University as a Big Ten track and field athlete, and when his family lost their home during his junior year he kept working, finished his degree, and later earned his MBA. That blend of enterprise rigor and ground-level grit shapes every build: start with the real workflow, automate what never should have been manual, and keep a person on the decisions that matter.

Amber Dyckman
Amber Dyckman
Founding Partner & Placement Executive · Connected Consulting

Amber leads career and outcomes strategy as a placement executive. She came up inside the enterprise technology world and built the kind of network that opens doors, and she is fluent in translating raw talent into the language hiring managers and committees actually read.

On a student services engagement that lens is the whole point. The same system that triages tickets also surfaces internships, maps them to the right students, and nudges them to follow through. Amber designs that human layer, the part that turns an automated alert into a student who actually takes the next step. She keeps the work honest about one thing: the technology should serve the person on the other end, never replace them.