Start

Quickstart

Start with one repeated workflow that has clear inputs, a recognizable output, and an owner who can judge quality.

Choose one workflow

Pick a task such as support response preparation, lead qualification, weekly status drafting, intake triage, or research briefing.

Collect working context

Gather examples, policies, source documents, field definitions, acceptable outputs, and known edge cases.

Define review

Decide what the agent can draft, what needs approval, where exceptions go, and who owns final decisions.

Launch and improve

Start supervised, review real work, tune retrieval and prompts, then add controlled actions when quality is stable.

Good first workflows

Use workflows where the team already knows what good work looks like. The first launch should prove quality and usefulness before expanding the agent surface area.