Scope the workflow before the agent.
A useful AI project starts with one repeatable job, a clear owner and a way to check the result. This worksheet estimates the time currently spent on that job and turns your answers into a short project brief.
Describe the workflow
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Your starting brief
Complete the worksheet to see a brief.
Want a second pair of eyes on the brief before you build? Book a 30-minute call with Jason.
What to check before building
- Collect five to ten real examples, including awkward cases and failures. Name the system of record for each input.
- Define what a correct output looks like and who signs it off. Keep an exception path when the agent is uncertain.
- List the systems and permissions needed. Start with the smallest data access that can prove the workflow.
- Time the work again after a pilot and compare it with the current-time baseline above to see the hours the agent returns.
The estimate multiplies runs per week by minutes and people, then by 52/12 weeks per month, so you see the monthly hours the workflow costs today. The pilot then measures what the agent returns.
For implementation options, see AI operations and forward deployed engineering.
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