Trigger
Start from the signal.
Launch from a schedule, form, inbox, CRM event, or manual request. The orchestrator receives the work and prepares the context.
Marshal coordinates specialized agents, workflows, tools, permissions, and human review paths into one practical operating system for growing companies.
02 / How orchestration works
A workflow starts from a business event, routes work to the right agent, checks context and permissions, then pauses for review when judgment matters.
Trigger
Launch from a schedule, form, inbox, CRM event, or manual request. The orchestrator receives the work and prepares the context.
Route
Marshal can hand the next step to a research agent, drafting agent, CRM agent, finance agent, or another specialized workflow.
Check
Each step uses approved tools and permitted data, so agents stay useful without wandering outside the process.
Review
Sensitive actions can wait for approval in Slack, email, or the workflow surface before anything leaves the building.
Next action
Draft reply is ready. Route to owner for review before the CRM record is updated.03 / Control surface
01 / Schedules
Cron, business hours, time zones, and manual overrides. Every workflow shows when it last ran and when it runs next.
02 / Approval gates
Insert a gate at any step. The agent drafts, the owner approves, and sign-off is captured before the action moves forward.
03 / Logs and rollback
Each step writes a structured record: inputs, outputs, cost, timing, owner, and side effects.
04 / Observability
Every orchestrator run is a structured log with the same shape each time. It is easy to scan when things are fine and easy to debug when a handoff needs attention.
enrich_contacts · 14 leads matched, 61% hit rate
4m 12sdraft_outbound · 14 personalized drafts ready
38sapproval_gate · awaiting owner review
4m 12sslack.post · #sales-ops notification sent
210mshubspot.upsert · contacts prepared for sync
480msrouter · intent=qualify_lead · agent=enrichment_v3
240ms