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12

Workflows

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The platform layer for enterprise AI agents.

Build agents, automate workflows, and govern it all. Self-hosted, on your own infrastructure. Lunnoa runs the platform, you keep the keys.

Request a demo See how it works

AWS Startup Programs

Partners

Platform

Everything your team needs to automate with AI

Seven core capabilities on one self-hosted platform: build and run agents and workflows, secure access, knowledge retrieval, APIs, self-hosted LLMs, and full observability.

AI Agent Builder +
Agent Runtime

Design agents on a visual canvas and run them in production with governed, traceable execution on your own infrastructure.

Self-hosted LLMs

Run open-weight LLMs or use closed-weight models on your own infrastructure. Full control over model choice, data, and inference.

Workflow Builder +
Workflow Runtime

Model branching, retries, and human-in-the-loop steps, then run multi-step processes reliably at scale.

Vector RAG

Ingest documents, embed knowledge, and give agents retrieval-augmented context from your own data.

Headless API

REST APIs for agents, workflows, and platform operations. Integrate Lunnoa into any system in your stack.

Authentication

User sign-in, SSO, and role-based access. Secure your AI agents, workflows, and apps.

Observability

Execution traces, logs, and metrics for every agent run and workflow step. Export to your monitoring stack.

Use Cases

Industry-specific AI automations

Concrete workflows and AI agents deployed across finance, real estate, and insurance.

All industries

Private Equity

Banking

Real Estate

Insurance

Deal intake and first-pass review
Private Equity
Collect new deal documents, extract key facts, and send a short first-pass summary to the investment team.
480%
Return on investment
160 hrs
Hours saved / month
12 days
Time to production
Investor and portfolio compliance checks
Private Equity
Collect KYC files, check required fields, and keep an audit trail for follow-up.
310%
Return on investment
90 hrs
Hours saved / month
14 days
Time to production
Portfolio reporting pack preparation
Private Equity
Pull updates from source systems, draft report sections, and prepare packs for review.
540%
Return on investment
120 hrs
Hours saved / month
18 days
Time to production
Expert call transcript review
Private Equity
Check call transcripts for MNPI, regulatory issues, and violence-related flags, then create a report for each call.
360%
Return on investment
95 hrs
Hours saved / month
12 days
Time to production
Trade pre-check agent for funds
Private Equity
Validate orders against mandate, restrictions, and portfolio limits before execution, with a clear pass or exception pack for compliance.
410%
Return on investment
130 hrs
Hours saved / month
14 days
Time to production
Loan application document review
Banking
Collect application documents, extract financial details, and prepare a credit memo draft for review.
620%
Return on investment
205 hrs
Hours saved / month
21 days
Time to production

From the blog

Latest thinking on enterprise AI automation

Practical notes on self-hosted deployment, workflow design, and keeping agents accountable in production.

Consistent AI investment proposals start with the data layer
Financial services
AI can draft investment proposals in minutes, but only stays consistent across advisors and clients when the underlying client and portfolio data is unified first. Here is the architecture that makes it work.
Filip Ostojić8 July 2026
RPA vs. AI agents: where the line actually is
Automation
RPA runs a fixed script. AI agents work toward a goal and adapt when the input does not match the template. Here is the real technical distinction, not the marketing version.
Sasa Kelebuda1 July 2026
What self-hosted AI agents really mean for compliance teams
Governance
Self-hosted AI agents shift compliance control back to the enterprise. Shadow AI breaches cost $4.63M on average. Here is what a "self-hosted" claim actually needs to prove.
Sasa Kelebuda24 June 2026

Commercial model

One licence. Unlimited scale.

Self-hosted means nothing is metered through a vendor. One flat licence covers users, workflows, and agent runs, so the more you automate, the better the unit economics. No per-execution bill when volume takes off.

Users

No per-seat pricing: same licence at 5 or 5,000 users.

Workflows

No caps or tiers: build without workflow paywalls.

Agent runs

No metered executions: no surprise usage bills.

How we compare

Cloud AI (OpenAI, Azure, Bedrock)Per token, per call
Enterprise RPA (UiPath)Per bot, per seat
LunnoaFlat licence. Unlimited usage.

Full Platform

Every feature, ready to deploy

Lunnoa ships as a complete platform: no integrations to assemble, no external dependencies to manage. Build, automate, observe, and govern from day one.

Build

5 features

Visual Workflow Builder

No-code

Drag-and-drop canvas for designing AI agents and multi-step automations. No engineering involvement required.

AI Agent Designer

AI

Design intelligent agents that reason, decide, and act across your internal systems, using self-hosted or cloud LLMs.

Pre-built Automation Library

Templates

Over 100 ready-to-deploy workflow and agent templates across IT, Finance, HR, Operations, and more.

Low-code Extension Points

Low-code

Developers can extend any workflow with custom code blocks, API calls, and script nodes without rebuilding from scratch.

Multi-step Orchestration

Logic

Build conditional branches, parallel paths, loops, and error-handling logic into a single visual workflow.

Automate

7 features

On-premises LLM integration

On-prem

Connect to self-hosted large language models via onprem.ai. All AI inference runs inside your own infrastructure, with no data exposure.

Built-in Vector Database

RAG

Native RAG infrastructure included. Ingest, chunk, embed, and query documents with no external vector database required.

Document Parsing & Intelligence

AI

Extract structured data from PDFs, contracts, emails, and reports, feeding directly into your workflows and agents.

Enterprise Connector Library

Integrations

Pre-built integrations with SAP, Salesforce, SharePoint, Slack, Microsoft 365, and over 200 enterprise systems and APIs.

Multi-provider AI Routing

AI

Route to OpenAI, Anthropic, Azure OpenAI, or on-premises models per workflow, with superadmin control over which teams can access which models.

MCP-Ready Agent Tooling

MCP

Agents connect to any MCP-compatible server (databases, APIs, SaaS tools, and internal services) using the open Model Context Protocol standard.

Agent-to-Agent (A2A) Protocol

A2A

Register external AI agents over the open Agent2Agent protocol and attach them to your agents as callable tools, with workspace-level access control.

Observe

4 features

Full Execution Observability

Compliance

Every agent run and workflow step is logged, timestamped, and traceable, with inputs, outputs, and duration for each node.

Grafana & Datadog Integration

Monitoring

Native connectors to production-grade monitoring platforms: export metrics, build dashboards, and set alerts on workflow performance.

Immutable Audit Trails

Audit

Full chain-of-custody records for every automation, covering who triggered it, what data was processed, and what actions were taken. GDPR and SOC 2 ready.

ROI & Usage Analytics

Analytics

Track hours saved, cost reductions, and automation adoption per workflow, team, and workspace. Demonstrate ROI to leadership with concrete data.

Govern

5 features

SSO & SCIM

Auth

Enterprise single sign-on and automated user provisioning. Integrates with Okta, Azure AD, Google Workspace, and any SCIM-compatible identity provider.

Advanced RBAC

Permissions

Granular role-based access control per workspace, team, and workflow. Define who can build, run, view, or manage any automation.

Multi-workspace Management

Structure

Deploy structured workspaces per department, client, or project, each with its own team, permissions, connections, and AI model policies.

Superadmin Control Layer

Admin

Platform-wide configuration covering model routing policies, connection policies, environment variables, and audit settings. No code required.

Integrations

Connected to everything you use

Every integration becomes an action, usable by any AI agent or workflow on the platform. No connector is just a data pipe.

1

MCP-native actions

Where the tool supports it, agents connect directly via the Model Context Protocol. No custom code required and tool access is immediate.

2

Custom-built API apps

When MCP isn't available, we build a dedicated API app for that system, then expose every capability as a reusable agent action.

3

OAuth & secure auth

Every connection uses OAuth 2.0 or API key authentication where available, credentials are encrypted at rest and never exposed to agents or workflows.

4

Actions in every workflow

Once connected, any action from any system is available in the visual builder: drag, drop, and orchestrate across your entire stack.

Microsoft 365

Private EquityBankingReal EstateInsurance

Microsoft Word

Private EquityBankingReal EstateInsurance

Microsoft Excel

Private EquityBankingReal EstateInsurance

Microsoft PowerPoint

Private EquityBankingReal EstateInsurance

SharePoint

Private EquityBankingReal EstateInsurance

OneDrive

Private EquityBankingReal EstateInsurance

Google Workspace

Private EquityBankingReal EstateInsurance

Google Docs

Private EquityBankingReal EstateInsurance

Google Sheets

Private EquityBankingReal EstateInsurance

Google Drive

Private EquityBankingReal EstateInsurance

BC

BSI Customer Suite

BankingInsurance

DE

DealCloud

Private Equity

Salesforce

Private EquityBankingReal EstateInsurance

D3

Dynamics 365

Private EquityBankingReal EstateInsurance

HubSpot

Private EquityBankingReal EstateInsurance

AW

Aladdin Wealth

BankingPrivate Equity

Do not see your system listed? We build a dedicated API app for any tool in your stack, making every capability available as an agent action.

By the numbers

Built for enterprise scale

Lunnoa is built for teams that require performance, security, and full governance at enterprise scale.

200+Enterprise integrations

Pre-built connectors to SAP, Salesforce, Microsoft 365, and more.

100%Self-hosted

Your data never leaves your infrastructure. Zero external dependencies.

10xFaster than traditional RPA

From proof of concept to first live agent in under 2 weeks, with no professional services required.

FAQ

Questions, answered

Straightforward answers about self-hosting, model flexibility, and compliance. For anything else, our team is one message away.

Yes. The workflow engine, vector database, document parsing, and LLM routing all run inside your own infrastructure, whether that is AWS, GCP, Azure, or on-premises. Your data never leaves your environment.

HYOK keeps your API keys for external LLM providers such as OpenAI or Anthropic entirely in infrastructure you control. Lunnoa routes requests without retaining technical access to your keys; token usage is billed directly by the provider under your contracts, not by Lunnoa.

Lunnoa routes across multiple providers, including OpenAI, Anthropic, and on-premises models, so you can mix cloud and self-hosted models under your own governance rather than being locked into a single vendor.

n8n and similar workflow tools are built cloud-first with self-hosting as an add-on; legacy RPA platforms like UiPath were built before agentic AI existed. Lunnoa is AI-native and self-hosted by default, with no per-execution metering and no vendor cloud required for any component.

Yes. Lunnoa was built specifically for finance, banking, insurance, and real estate teams that need FINMA-grade compliance and full data sovereignty, not general-purpose automation with compliance added on afterward.

Your infrastructure. Your data.

Automate smarter. Stay in control.

Deploy Lunnoa inside your own infrastructure. Every workflow, every agent run, and every data point stays in your environment, with full governance from day one.

Self-hosted · Deployed within days · Flat licence, unlimited usage · Full IT governance

Your Infrastructure

Governance layer

Govern

SSOSCIMRBACAudit trails

Build
WorkflowsAgentsKnowledge basesSkillsTools
Automate
RoutingWorkflow EngineSchedulingAgent Jobs
Observe
LogsTracesJob HistoryConversationsExecutions