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Back to Learn
LearnLayer 4Decision & Routing

Decision & Routing: Getting work to the right place automatically

Decision & Routing includes five components: Rules Engines for configurable business logic, Branching Logic for workflow path selection, Task Routing for directing work to handlers, Model Routing for AI cost optimization, and Escalation Logic for automatic issue elevation. The right choice depends on what you need: configurable rules, workflow paths, work assignment, cost optimization, or escalation. Most systems combine multiple types. Start with Rules Engines for core logic, then add other types based on workflow needs.

Every approval waits 3-5 days because one person must review everything.

A support ticket sits in the general queue for 47 minutes while three people look at it and move on.

The rules for routing exist in your head. When you are unavailable, work stops.

Work does not get done faster by being visible to everyone. It gets done faster by reaching the right place first.

5 components
5 guides live
Relevant When You're
Systems where work waits because nobody knows who should handle it
Workflows where routing decisions depend on conditions and context
Teams spending more time triaging than actually doing the work

Part of Layer 4: Orchestration & Control - The brain that directs everything.

Overview

Five approaches to getting work where it needs to go

Decision & Routing is about making your systems intelligent. Instead of dumping everything into a shared queue or routing all work down the same path, these components evaluate conditions and direct work to the right destination automatically.

Live

Rules Engines

Evaluating conditions and triggering actions based on configurable business rules

Best for: Business decisions that change faster than development cycles
Trade-off: Configuration power vs complexity management
Read full guide
Live

Branching Logic

Directing workflow execution down different paths based on conditions and data

Best for: Workflows that need different paths for different scenarios
Trade-off: Precision handling vs maintaining multiple paths
Read full guide
Live

Task Routing

Directing work items to the right person, team, or system based on attributes and rules

Best for: Matching incoming work to the right handler automatically
Trade-off: Automated assignment vs edge case handling
Read full guide
Live

Model Routing

Directing requests to different AI models based on task requirements, cost, and performance needs

Best for: Optimizing AI costs by matching tasks to appropriate models
Trade-off: Cost optimization vs quality consistency
Read full guide
Live

Escalation Logic

Automatically escalating issues to higher tiers when conditions are met or thresholds exceeded

Best for: Ensuring issues reach the right level before they become problems
Trade-off: Early intervention vs senior resource protection
Read full guide

Key Insight

Most systems need multiple routing types working together. Rules Engines evaluate the logic. Branching Logic chooses the path. Task Routing finds the handler. Escalation Logic catches what falls through. The question is not "which one?" but "which combination?"

Comparison

How they differ

Each routing type solves a different problem. Using the wrong one means fighting your tools.

Rules
Branching
Routing
AI Routing
Escalation
Primary PurposeEvaluate business logic and trigger actionsRoute workflow execution down different pathsAssign work to specific handlersSelect AI models based on requirementsMove stalled work to higher tiers
Decision MakerConfigurable conditions and prioritiesDecision points in workflowHandler attributes and availabilityTask complexity and cost constraintsTime thresholds and conditions
When It RunsWhen conditions need evaluationAt workflow decision pointsWhen work needs assignmentBefore AI requestsContinuously monitoring
Output TypeActions or routing categoriesSelected workflow pathAssigned handlerSelected AI modelEscalation trigger
Which to Use

Which Routing Type Do You Need?

The right choice depends on what you are routing and why. Answer these questions to find your starting point.

“Business logic changes faster than our development cycles can keep up”

Rules engines let you change decision logic without code deployments.

Rules

“Different request types need completely different handling processes”

Branching logic routes each case down the appropriate path.

Branching

“Work sits in queues while people figure out who should handle it”

Task routing assigns work to handlers based on skills and availability.

Routing

“We are paying premium AI prices for tasks that do not need it”

Model routing matches task complexity to model capability and cost.

AI Routing

“Issues fall through cracks and only surface after they become problems”

Escalation logic catches stalled work and moves it to the right level.

Escalation

“We need all of the above working together”

Most production systems combine multiple routing types for complete coverage.

Use 2-3 together

Find Your Routing Approach

Answer a few questions to get a recommendation.

Universal Patterns

The same pattern, different contexts

Decision and routing is not about the technology. It is about matching how work enters your system to where it needs to go.

Trigger

Work arrives that needs to go somewhere or something needs to happen

Action

Evaluate conditions and route to the right destination

Outcome

Work reaches the right place without manual intervention

Team Communication

When every request goes through the same 12-step process regardless of priority...

That's a branching logic problem - different scenarios need different paths, not one-size-fits-all.

Simple requests complete in hours instead of days
Process & SOPs

When approvals wait 3-5 days because one person reviews everything...

That's a rules engine problem - decision logic should be configurable, not bottlenecked on one person.

Approvals that match rules complete instantly
Leadership & Delegation

When work sits in a queue while three people look at it and move on...

That's a task routing problem - work should reach the right handler first, not wait for someone to claim it.

Time-to-handler drops from 47 minutes to seconds
Data & KPIs

When AI costs keep climbing but output quality is not improving...

That's a model routing problem - simple tasks are using expensive models that provide no benefit.

AI costs drop 40-60% with same quality
Customer Communication

When issues slip through cracks and only surface after customers complain...

That's an escalation logic problem - stalled work needs automatic elevation, not manual monitoring.

Issues get attention before they become problems

Which of these sounds most like your current situation?

Common Mistakes

What breaks when routing decisions go wrong

These mistakes seem small at first. They compound into expensive problems.

The common pattern

Move fast. Structure data “good enough.” Scale up. Data becomes messy. Painful migration later. The fix is simple: think about access patterns upfront. It takes an hour now. It saves weeks later.

Frequently Asked Questions

Common Questions

What is decision and routing in workflows?

Decision and routing refers to the components that direct work through your systems based on conditions and rules. Instead of manually deciding where each request goes, these components evaluate data and make routing decisions automatically. This includes evaluating business rules, choosing workflow paths, assigning tasks to handlers, selecting AI models, and escalating issues when needed. The goal is consistent, fast, auditable decisions without human bottlenecks.

Which routing approach should I use?

The choice depends on what you are routing. Use Rules Engines when business logic changes frequently and needs to be configurable without code changes. Use Branching Logic when a single workflow needs different paths for different scenarios. Use Task Routing when work needs to reach specific people or teams. Use Model Routing when optimizing AI costs across models. Use Escalation Logic when issues need automatic elevation based on time or severity.

What is the difference between rules engines and branching logic?

Rules Engines evaluate conditions and trigger actions based on configurable business rules stored outside your code. Branching Logic routes workflow execution down different paths at specific decision points. Rules engines focus on evaluating what should happen. Branching logic focuses on where execution should go next. In practice, rules engines often feed into branching logic: the rules engine determines the routing category, and branching logic routes to the appropriate path.

When should I use task routing vs escalation logic?

Use Task Routing for initial work assignment: directing incoming work to the right handler based on skills, availability, and workload. Use Escalation Logic when work needs to move up after initial assignment: when issues sit too long, exceed thresholds, or need higher-tier attention. Task routing is proactive (right handler from the start). Escalation is reactive (move when conditions warrant). Most systems use both together.

What mistakes should I avoid with routing decisions?

The biggest mistakes are: using one routing type for everything when you need multiple, embedding complex logic in branch conditions instead of using a rules engine, routing without fallback paths for edge cases, ignoring workload when routing tasks to handlers, and escalating too aggressively so senior resources drown in routine work. Match your routing approach to your specific need and always include default paths.

Can I use multiple routing types together?

Yes, most production systems combine multiple routing types. A typical pattern: Rules Engines evaluate business conditions and output a routing category. Branching Logic routes the workflow based on that category. Task Routing assigns work to specific handlers within each branch. Escalation Logic monitors progress and moves stalled items up. Each component handles one job well rather than trying to do everything.

How does model routing optimize AI costs?

Model Routing directs AI requests to different models based on task complexity and cost. Simple classification tasks use cheaper models. Complex reasoning tasks use premium models. This prevents overpaying for simple tasks while ensuring complex tasks get capable models. The routing decision considers task type, required quality, cost constraints, and latency needs. Combined with fallback chains, model routing can cut AI costs significantly without sacrificing quality.

How does decision routing connect to other workflow components?

Decision and routing sits in the middle of your workflow architecture. It receives inputs from triggers and ingestion patterns, evaluates conditions using scoring and classification from upstream, and outputs to execution components like approval workflows and human handoffs downstream. Routing decisions depend on context from entity extraction and priority scoring. The results feed into process control, state management, and ultimately human interfaces.

Have a different question? Let's talk

Where to Go

Where to go from here

You now understand the five routing types and when to use each. The next step depends on what you need to build.

Based on where you are

1

Starting from zero

All routing is manual or everything goes through the same path

Start with a Rules Engine for your highest-frequency decision. Move one approval workflow from manual to automatic.

Start here
2

Have the basics

Some routing exists but work still gets stuck or misrouted

Add Task Routing to match work to handlers. Include availability and workload, not just type.

Start here
3

Ready to optimize

Routing works but you want better coverage and efficiency

Add Escalation Logic to catch stalled work. Implement Model Routing to optimize AI costs.

Start here

Based on what you need

If you need configurable business logic

Rules Engines

If your workflow needs different paths for different scenarios

Branching Logic

If work needs to reach the right person automatically

Task Routing

If you want to optimize AI costs

Model Routing

If issues need automatic elevation

Escalation Logic

Once routing is set up

Approval Workflows

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Last updated: January 4, 2026
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Part of the Operion Learning Ecosystem