Guide
Enterprise workflow data for AI agents: the supplier's guide
By SourceX Editorial · Updated
Draft under editorial review.
Short answer
AI agents need to learn how tasks are actually completed: the request, each step and the result. Businesses already hold these records in tickets, CRM updates and change logs. Licensed safely, with personal details removed and your approval, they become valuable training data for agents.
How it works at a glance
- 01
Supply
- 02
Rights
- 03
Preparation
- 04
Approval
- 05
Delivery
What makes good agent data#
- A clear starting request
- The steps taken, in order
- A recorded outcome
- Consistent fields over years
How a SourceX transaction works#
- Supply: you describe your systems and records in a short fit check. No data is shared at this stage.
- Rights: we review contracts, privacy notices and ownership so you know what you can license.
- Preparation: SourceX evaluates the data, then prepares it directly or through a certified, approved third-party partner. Personal details are removed and confidential material is excluded.
- Approval: you see exactly what would leave your company and approve it before anything moves.
- Delivery: the approved dataset is delivered under a signed license. Businesses are paid when a deal closes; payment terms are set per transaction and confirmed before any data moves.
Systems that hold step-by-step work#
| System | Example records |
|---|---|
| Help desk | Ticket, replies, resolution |
| CRM | Deal stages and outcomes |
| Engineering tracker | Issue, fix, review |
Check your fit
Q1 / 05 · COMPANY SIZE
How many full-time employees at your peak?
Examples
Illustrative
An engineering team's bug fixes
A manufacturer's IT team has years of tickets linked to fixes. Secrets, hostnames and personal details are stripped, and code owned by third parties is left out after a rights review.
Illustrative
A sales team's deal records
A distributor's CRM holds deal stages, notes and outcomes. Contact details and pricing that would identify customers are excluded, and the company limits the license to model training only.
Frequently asked questions
Do I need to share my software or tools?
No. Only prepared records are licensed, never access to your systems.
Related
General information, not legal advice. Editorial policy.
See if your company qualifies
A short company assessment. No data uploads are needed.