AGENTIC INTELLIGENCE — A SIMPLE WORKFLOW BRIEF

Optional preparation for an initial conversation.
Use a non-sensitive example. Share confidential material only through an agreed channel.

1. THE BUSINESS OUTCOME
What would improve if this piece of work became easier or more dependable?
Who owns that outcome?

2. ONE RECENT EXAMPLE
What arrived, who handled it, and what was the finished result?
Where did someone have to copy, search, check, wait or decide?

3. THE TOOLS AND INFORMATION
Which inboxes, files, spreadsheets, CRM or business systems were involved?
Which information was current, missing, hard to find or restricted?

4. VOLUME AND TODAY'S EFFORT
How often does the work happen?
Include preparation, checking, corrections and exceptions when estimating effort.

5. WHAT MUST BE RIGHT
What does a good result look like? What mistakes matter most?
Which decisions or commitments need a person's approval?

6. THE OPERATING CONSTRAINTS
Who needs to use and maintain it?
What access, budget, timing, data or policy constraints should we understand?

7. THE FIRST USEFUL SCOPE
What is the smallest complete piece of work worth improving?
What evidence would help you decide whether to proceed?

You do not need a technical or AI specification to begin.
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