Business data for AI agents
What human expert workflow data for AI is
Last updated /Business data for AI agents
Human expert workflow data for AI is the written trail of a skilled person doing a repeated job, including the moments they refuse the obvious next step. Three pieces usually have to sit together. A procedure the organization actually uses. A case the procedure was applied to. A decision record that says the expert followed the procedure, bent it, or stopped, and why. A job title, a years-of-experience field, or a headshot is not a substitute for that trail. Expertise that never touches the page cannot be learned from the page.
Consider a reviewer who sends a bookkeeping job back. The checklist says a class of entry needs support. The reviewer writes that the support is missing and the entry will not move. That note is a decision record. The client's ledger, the tax identifier, and the source invoice are not the expertise. They are the client's file. What an accounting firm already generates that can train AI keeps that wall up. A different specimen is a quality disposition: scrap, rework, or release, with a reason a second person could read. What a manufacturer already generates that can train AI is that plant's version. This page is about the shape those notes share.
Procedures as documents are how internal documents and playbooks can be licensed. How an agent would use real work at all is how business data trains AI agents to do real work. Holding some of those cases aside as tests is how past business outcomes become agent test cases. The commercial permission is what AI data licensing means for a company. None of those pages turn a senior employee's memory into a file.
Why the bend in the rule is the scarce part
A model can recite a generic procedure it found on the open web. It struggles with the local exception a skilled person refuses to skip, and with the equally skilled decision to skip a step that does not apply. Those refusals are rarely in the marketing SOP. They are in the review note, the disposition, the comment that says do not ship. Agents that only see the happy procedure become confident and wrong. Agents that can see the bend have a chance to copy the caution.
The bend is also the dangerous part to share. It may name a client, describe a near miss, or quote another company's confidential number. The reason can sometimes be rewritten without those facts. If the reason disappears when the facts are removed, the note is not a clean expert example. It is a confidential file that happens to contain a smart sentence.
What has to be on the page
- A procedure the company authored and still recognizes. A purchased template nobody adapted is not the company's expertise, and it may not be theirs to offer.
- A case, described at the level of the decision. What kind of situation, not a dump of the underlying private record.
- The expert's recorded choice: follow, bend, or stop, with a reason a colleague could audit. Unwritten brilliance does not count.
- An outcome later enough to show whether the choice held. A clever note with no aftermath is unfinished.
What seniority does not contribute
Years on the job, a certification logo, and a biography are context at most. They are not workflow data. An agent cannot imitate a career summary. It can only imitate a decision that was written against a situation. If the company cannot point to those decisions, it does not have this shelf, however experienced the staff are.
What makes an expert archive misleading
- Procedures that describe a process the company abandoned. Offering them as current judgment misleads the later reader.
- Notes that are mostly the client's or the customer's confidential exhibit, with a one-line approval on top.
- Decisions recorded only as approved, with the reason living in a meeting that was not written down.
- A pile of one person's email presented as the standard of the firm. A personal habit is not yet an organizational workflow.
- Assuming that because the expert is your employee, every note they wrote may be licensed. Employment terms, client engagements, and customer contracts can still forbid the use. This page is not legal advice.
How expert trails are profiled
You are reading a site operated by Unlockt, LLC and published as Big Data/Little Guy. We do not interview your experts as the first step, and we do not collect their inboxes. The free check can ask whether procedures and decision notes exist in a form you can describe. Start at the free data value check.
A profile would name the kinds of decisions, not the people, and it would name the confidentiality limits in the same breath. Buyers would see the profile. They would not receive the workpapers or the travelers. Words for the neighboring ideas are in plain definitions for AI data licensing terms. If the judgment cannot be separated from a client's file, the honest profile says the shelf is thin.
Questions people ask
Is an expert the same as a long-tenured employee?
Not for this purpose. The record is a decision written against a procedure and a case. Tenure without that note is not workflow data.
Do standard operating procedures count by themselves?
They are the rule. The expert record includes how the rule was applied or refused. A procedure no one follows is a weak document. A procedure with decision notes is closer.
Can we include the client's file so the note makes sense?
Not as a default. If the note only works by exposing the client's confidential material, leave both out until counsel says a narrower slice is allowed.
How is this different from evaluation data?
Expert workflow data is the trail of the decision. Evaluation data is a held-out set of outcomes used to test an agent. One case might inform either use. The uses are not the same, and a case should not quietly serve as both.
Does employment mean we own every note?
Not automatically. Contractor terms, client engagements, and customer contracts can restrict reuse even when the note sits on your server.
How do we start?
Describe one repeated decision in words: the procedure, the kind of case, and how the choice is recorded. Do not upload workpapers or personal files.
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