Case study 02 — Low-code orchestration · Enterprise procurement

Letting customers build their own agents.

A flow builder for procurement admins who aren't engineers — where the same drawing works as a template, an editable canvas, and a live progress tracker.

Role
Manager, UI/UX
Design lead, flow creation
Company
Enterprise Source-to-Pay software
Agentic Procurement Platform
Timeline
2023 — 2025
Users
Procurement admins
Not developers
Surface
Web application
Workflow template gallery showing eight agentic templates
01Eight prebuilt flows — Negotiation, Contract, Renewal, Risk, Auto-merge — each showing its agent chain in miniature, an Active/Draft toggle, and how many instances are running.
01 — The problem

Every customer wanted a different process. None of them could code.

The product is sold as a low-code orchestration layer: administrators configure the agents that automate their procurement, without engineering support.

That promise creates a hard design problem. Procurement processes are genuinely different at every company — approval thresholds, risk checks, whether negotiation is automated or manual, whether contracts renew on a schedule or on a trigger. One enterprise customer runs 17 distinct procurement workflows through it.

So the product can't ship one flow. It has to let a category manager compose a chain of autonomous agents — and understand what they've built well enough to trust it running unattended against real spend.

Give a non-technical user the power to compose automation — without giving them a developer tool.
02 — What made it hard

Four tensions to resolve.

Flow builders look like engineering tools

The genre convention — rectangular nodes, connector ports, a properties inspector — signals "this is for developers" before a single word is read. That framing alone loses the audience.

The blank canvas problem

An empty builder is the least useful state a configuration tool can present. But the alternative — locked templates — kills the flexibility that justified the product.

Nobody can see what an agent will do

Composing autonomous steps means committing to actions that happen later, unattended, against real purchase orders. Confidence has to be built at configuration time, before there's anything to observe.

Configuring and monitoring are different jobs

The person who builds a flow also has to watch it run. If those two surfaces look unrelated, they learn the product twice.

03 — The decision

One drawing, three jobs.

The chain of circular agent nodes is not a diagram of the flow. It is the flow — the same representation across every state the product has.

As a template card, it's a thumbnail you scan to choose. As a builder canvas, it's the thing you edit. As a running instance, it's the progress tracker you monitor. Same shapes, same colours, same order.

The payoff: a user learns the visual language once, while browsing templates, and already knows how to read a flow that's been running for nine days. Configuration and monitoring stop being two products.

01

Circles, not boxes

Large circular nodes on a dotted canvas, connected by soft dotted paths — not rectangles with connector ports. The difference is not decorative. Rectangles and ports are the visual grammar of engineering tools; they tell a category manager this isn't for them.

Each node carries an icon, a name, and a plain-language description of what it does — "Create Event — Creates an Event." The AI badge appears only on nodes that act autonomously, so a glance tells you where the machine is making decisions and where you still are.

Flow builder canvas with agent picker panel
02The + node is the only affordance for extending a flow. Choosing from the right-hand panel — Trigger, Create Event, Suppliers, Bid Collection, Negotiation, Award — inserts the agent inline. No ports, no connector dragging.
02

An escape hatch for people who don't want to compose

Above the agent list sits a single button: Use Default Flow (All Agents).

Some administrators want to design their process. Most want it to work. That button lets the second group skip composition entirely and still land somewhere sensible — while the first group keeps the full canvas. It costs one line of UI and removes the blank-canvas problem for the majority.

Templates are the default entry point. The empty canvas exists, but you have to choose it.

Configuration from scratch was designed as the second path, not the first
03

Draft until you say otherwise

Every flow carries an explicit Active/Draft state, and Publish is a separate, deliberate act at the bottom of the canvas. A flow you're still thinking about cannot quietly start spending money.

This is the same principle as case study 01's draft, don't submit — the machine prepares, the human commits — applied one level up, to the automation itself rather than a single request.

04

The flow you built is the flow you watch

At runtime the same chain becomes a progress rail. The current step is filled and highlighted; a caret drops from it into the detail panel below. Completed steps are dimmed, AI badges persist, and a countdown sits in the header — Ends in 10d 2h.

Nothing new to learn. The mental model built while configuring is the one used while monitoring.

Running flow instance showing the agent chain as a progress tracker
03Instance Inst6565. The active step expands into its own detail — the triggering PR, the line item, the baseline price — with Change Item available inline. Configuration is one click away via View Configuration.
05

Design the ending

The rail completes on Award. The outcome is stated plainly — supplier, final price, quantity — rather than dropping the user back into a list view to work out what happened.

An autonomous process that runs for ten days and ends ambiguously teaches users not to trust it. The close is where trust is either earned or lost.

Completed flow showing bid awarded with final price
04Bid awarded at $170 against a $195 baseline. The result is the screen, not a row in a table.
04 — What this shows

Systems thinking, applied to a single component.

One component, three contexts

The agent chain renders at thumbnail scale in a card, at full scale as an editable canvas, and as a state machine at runtime. Designing a component that survives that range — rather than three components that resemble each other — is the difference between a design system and a style guide.

Progressive disclosure at the product level

Templates → default flow → full composition. Three depths of the same capability, each one a deliberate step further in. Users self-select rather than being routed.

Autonomy made legible

The AI badge is a two-pixel decision with a governance consequence: an administrator can audit which steps in their process run unattended without opening a single configuration panel.