MAP THE WORK
Map the work
Identify inputs, systems, handoffs, and exceptions. Decide where a deterministic rule is enough and where language understanding adds value.
Process map · Input inventory · Named workflow owner
THE BUILD PLAYBOOK
A workflow is a system.
Build it like one.
We start with a business outcome, map the decisions, and build the smallest useful workflow with observable steps and explicit limits.
DEFINE THE CONTRACT
Define the contract
Agree on what the agent may read, what it may prepare, what needs approval, and what should stop the run.
Access scope · Approval rules · Success criteria
BUILD A FOCUSED SLICE
Build a focused slice
Connect the minimum tools needed for one useful outcome. Keep prepared outputs separate from consequential external actions.
Working workflow · Review interface · Activity history
TEST THE AWKWARD CASES
Test the awkward cases
Try missing fields, conflicting sources, duplicate records, integration failures, and attempts to act outside the approved scope.
Representative test cases · Exception routing · Acceptance review
LAUNCH WITH A FEEDBACK LOOP
Launch with a feedback loop
Roll out within the agreed scope, compare results with a baseline, and review the cases that need intervention.
Rollout plan · Baseline comparison · Support responsibilities
THE FIRST WORKFLOW SHOULD EARN THE NEXT
Useful measures.
Honest interpretation.
Time spent
Compare manual handling effort before and after the pilot, including review and exception handling.
Quality & exceptions
Track whether the output is correct and useful, and how often a person has to intervene.
Business outcome
Choose a measure linked to the workflow, such as response time or processing turnaround. Avoid treating activity alone as value.
START WITH ONE WORKFLOW
What could your team do
with more time?
Tell us what’s slowing you down.
Let’s map a better way to work.