3.2.2 Agentic Task

Use an Agentic task to invoke an Agent Profile from a workflow. An Agentic task brings AI-driven reasoning into workflow execution while keeping the agent configuration centralized in the agent profile.

An agent profile defines the agent's role, instructions, LLM profile, model, tools, MCP servers, memory settings, prompt variables, LLM parameters, and guardrails. In the workflow, the agentic task only needs to reference the agent profile and provide workflow-specific context, such as additional prompt text, prompt variable values, input data, or task-level guardrails.

Use agentic tasks when you want a workflow to run an AI agent in a durable and orchestrated manner. MicroTx Workflows records the agent execution as part of the workflow execution, including task logs, input, output, tool activity, and status. Agentic tasks also use task-level idempotency by default, which helps prevent duplicate side effects when a task is retried or replayed.

Agentic tasks are useful for integrating agents created in MicroTx Workflows, and they also help bring agents designed in other frameworks into MicroTx Workflows orchestration by representing the agent as a reusable agent profile.

Data size is ultimately limited by document extraction, workflow payload size, and the LLM model context window. For large document collections, use GenAI Ingestion and GenAI Retrieve tasks rather than passing all content directly to an Agentic Task.

Prerequisites

Before you begin, ensure that you have completed the following tasks.

  • Create an agent profile. See Create an Agent Profile. Ensure that the agent profile has the Workflow capability enabled.
  • Create an LLM definition. See Create an LLM Definition.
  • Configure any tools, MCP servers, prompt variables, guardrails, or model parameters in the agent profile as required.

To add an Agentic Task

  1. Navigate to the Task tab in a workflow and view all the tasks that you can add using the Workflow Builder. See Access the Task Tab in Workflow Builder.

  2. In the More Tasks dialog box, click Agentic Task to add it to the workflow.

  3. Click the task that you have added in the left pane. The Task tab in the right pane displays details about the task, such as its name and parameters. Next, let's provide details for the task.

  4. In the Task Details group, enter the following information.
    • Task Name: Mandatory. Enter a unique name for the task. The name must be between 1 to 128 alphanumeric characters in length and cannot contain spaces or any special characters. Optionally, you can use underscore (_) and hyphen (-).
    • Task Reference: Mandatory. Enter a value to refer to the task within a workflow definition. This value must be unique within a workflow. The task reference value must be between 1 to 128 alphanumeric characters in length and cannot contain spaces or any special characters. Optionally, you can use underscore (_) and hyphen (-).
  5. In the Agentic Task Parameters group, provide the following information.
    • Agent Profile: Mandatory. Select the agent profile to run. The agent profile supplies the LLM profile, model, tools, MCP servers, role, instructions, memory settings, and LLM parameters.
    • Prompt: Optional. Enter additional prompt text for this workflow step. MicroTx Workflows appends this prompt to the instruction defined in the agent profile. Use this field for workflow-specific guidance, not for repeating the complete agent instruction.
    • Prompt Variables: Optional. Provide values for placeholders used in the agent profile instruction. For example, if the agent instruction contains ${customerName}, provide customerName as a prompt variable. If the same variable is defined in both the agent profile and the agentic task, the value provided in the agent profile takes precedence.
    • Idempotency Timeout (ms): Optional. Specifies how long MicroTx Workflows holds the task-level idempotency lock for this task. The lock prevents duplicate concurrent execution during retries or replays. The default is 600000 milliseconds, or 10 minutes.
    • Guardrails: Optional. Provide task-specific guardrails such as stop words. If guardrails are defined in both the agent profile and the agentic task, MicroTx Workflows merges them, and task-level guardrail values override matching agent profile guardrail values.

    • Add Data Source: Optional. Select this check box when you want to provide any additional data that is required to execute the task, and then select one of the following options in the Data Source drop-down list. If no data is provided, the agent runs using the agent profile instruction, prompt variables, optional task prompt, and workflow context.

      • WEB: Provide a URL. MicroTx Workflows retrieves content from the URL and adds it to the agent prompt context.
      • OCI: Provide a URL to content available in Oracle Cloud Infrastructure (OCI).
      • LOCAL: Provide a file path for a file uploaded to MicroTx Workflows local storage.
      • TEXT: Provide plain text directly in the task input.

  6. Click Save to save the changes to the workflow.

    MicroTx Workflows displays the changes in JSON code.

  7. Review all the changes, and then click Confirm Save to save the changes.

    If you do not want to save the changes, click Cancel, and then click Reset to undo all the changes that you have made since the workflow was last saved.

Example

When you enter information in the Task tab, the corresponding code of the task is updated in the JSON tab. The following sample code displays the JSON code for an Agentic task with sample values. The sample code invokes a loan document verification agent. The Agent Profile contains the LLM profile, model, tools, instructions, and model parameters. The task provides only runtime values and document input. 

{
  "name": "loan_document_verification",
  "taskReferenceName": "document_verification",
  "type": "AGENTIC_TASK",
  "inputParameters": {
    "agentProfile": "loan_document_verification_agent",
    "prompt": "Review the applicant documents and return a verification decision with reasons.",
    "promptVariables": {
      "applicantId": "${workflow.input.applicantId}",
      "loanType": "${workflow.input.loanType}"
    },
    "data": {
      "source": "local",
      "filePath": "${workflow.input.documentPath}"
    }
  }
}

After execution, open the workflow execution details and select the Agentic task to view task input, output, logs, and tool execution details. The task output contains the agent response and can be used by downstream workflow tasks. See View Details of a Workflow Execution.

Practical Example

Let's consider a loan approval process. You can create an agentic task to invoke a document verification agent by sending the latest applicant data and memory of the previous document checks. The agent dynamically retrieves the data from the documents, analyzes the risks, accesses APIs through its LLM profile, and returns its decision—all orchestrated within MicroTx Workflows.

Use agentic task to support advanced use cases such as:

  • AI-assisted data analysis and recommendations.
  • Enterprise knowledge search with tools or MCP servers.
  • Human-in-the-loop approval preparation.
  • Document verification and risk review.
  • Agentic workflows that call external tools and return structured decisions.

Parent topic: Create System Tasks and Operator Tasks