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What is a Lumin Agent?
Lumin Agents are your Digital Workers that carry out specific tasks within Gatekeeper with speed, accuracy, and consistency. Each Lumin Agent performs a different role and is tailored to your unique requirements, for example:
- A Vendor Onboarding Lumin Agent - reviews a vendor’s due diligence questionnaire and supporting documents in seconds, automating your internal review process and accelerating onboarding decisions.
- A Contract Review Agent - examines a draft contract against your contract playbook to accurately decide whether it adheres to your standards, highlighting any non-standard clauses with clear explanations.
Note: To get started with LuminIQ Agents, please join the waitlist.
How Are Lumin Agents Used?
Lumin Agents can streamline review and approval processes on a workflow by examining vast amounts of data and checking it against defined criteria.
What Can Agents Evaluate?
The Lumin Agent can review all data submitted as part of a request as well as associated files, and evaluate it against predefined rules, such as:
- Spotting conflicts and contradictions. For example, flag any inconsistencies, such as a contract marked as Standard but with custom clauses added in the draft document.
- Evaluating against complex numerical thresholds. For example, reject contract requests where the total value exceeds £100,000, unless flagged as executive-sponsored.
- Validating responses in context. For example, approve only if the contract type matches the entity’s policy preferences, such as enforcing MSAs for enterprise deals.
- Verifying dates dynamically. For example, flag start dates in the past, or requests with inadequate lead times.
- Checking form completion and file uploads. For example, reject if certain form fields are left blank or if a specific document upload is missing.
Note: The Lumin Agent can combine rules to evaluate requests in their entirety, applying complex logic across large volumes of data.
What Can Agents Do?
When assigned as the owner of a workflow phase, Lumin Agents can either make approval decisions, or provide guidance:
- Approval Agents: When assigned as the owner of a workflow phase, the Lumin Agent reviews the submitted data and decides whether to approve or reject the workflow card. This helps automate decision-making and reduce manual effort.
- Review Agents: Lumin Agents can be set to review a request without making an approve or reject decision. This is useful when a summary or recommendation is needed, but ownership of the phase is assigned to a user.
Where Do Lumin Agents Fit into a Workflow?
Lumin Agents can be added to workflows in different ways, depending on whether they’re guiding the process or making decisions:
- Human-in-the-loop:
- An approval agent can work alongside you in the same phase as a parallel approver, or independently before or after you in a separate phase.
- A review agent can evaluate the data and provide guidance, but leave the approve/reject decision to you.
- Fully autonomous: An approval agent can make an approve/reject decision entirely on its own, without human input.
View a Lumin Agent's Evaluation
After a Lumin Agent completes the review or approval, open the workflow card to view the outcome. You'll see an entry with the LuminIQ icon 
, and an explanation of which criteria the agent used. This information remains visible in the History tab after the card moves to another phase.
