Work Assigner
Learn about what the Work Assigner Agent does and when to use it.
The Work Assigner Agent can help you redistribute workflow tasks across Data Steward approvers and other user groups in your Reltio tenant.
Who is it for?
Data Steward
Reltio Configurator
System Administrator
For more information, see About roles.
Why would I use it?
Use the Work Assigner to reduce bottlenecks and improve review time by ensuring that tasks are assigned to active users with available capacity.
When and where would I use it?
Use Reltio AgentFlow to run the agent and balance backlogged tasks, especially after staff changes or spikes in task volume.
How does it support business goals?
It improves operational efficiency and governance by reducing idle or stale workflow tasks and preventing reviewer overload.
Core capabilities
- Identify users by role or group
- Count tasks and detect imbalances
- Detect inactivity
- Redistribute fairly with optional dry run
- Skip locked/terminal tasks
Inputs and outputs
| Inputs | Outputs |
|---|---|
| Role ID - Which role identifies the users to rebalance Group ID - Which group identifies the users to rebalance Dry Run - Preview changes without executing them Target Max Diff - Maximum acceptable task difference between users Days Back - How many days to look back for user activity | Markdown report with full task reassignment log |
Watch how it works
Watch how the Work Assigner agent helps you rebalance workflow tasks across active users in your tenant. This short demo shows how the agent detects task bottlenecks, evaluates user availability, and redistributes assignments fairly — all within AgentFlow. You'll learn how to preview changes with a dry run and avoid locked or terminal tasks.
Work Assigner prompt samples: what works and what to avoid
To get comfortable using the Work Assigner agent, review concrete prompt samples before you re-balance real workflow queues. The topic shows how to redistribute tasks by role or group, run dry runs, handle emergency coverage for specific users, and audit current task distribution.
It includes both effective prompt samples and ones that don't work well, with explanations of why they struggle (for example, missing role or group, vague activity criteria, or out-of-scope profile updates) and how to rephrase them. It also highlights reusable patterns, such as being explicit about dry run versus execution, setting a maximum task difference, and defining the activity window with the days_back parameter.
For more information, see Prompt samples for Work Assigner.
Safeguards, permissions, and governance
- Dry-run support,
- Retry logic,
- Task state validation, and
- Role-Based Access Control (RBAC) enforcement.
Limitations and edge cases
- Requires at least one active user, and
- Won't override locked tasks.