Start here

Start with the work you want to improve. Move through six stages, and keep a useful no-build decision as an acceptable result.

The foundation contains one introductory guide, a support playbook and illustrative walkthrough, a workflow brief, and one definition. Further guides are planned and are not linked as if available.

Understand

Explain what an agent can decide and what it may do.

Read the business-owner guide

Choose

Select one scoped workflow or make a justified no-build decision.

Assess one task

Prepare

Identify clean samples, permissions, an owner, and operating assumptions.

Write the brief

Build

Create a reviewable result using samples. The current walkthrough is illustrative.

Inspect the support playbook

Check

Set acceptance criteria and decide whether a bounded trial is justified.

Read the testing method

Run

Define the reviewer, backup, stop procedure, and manual fallback.

Plan ongoing operation

Printable progress checklist

These checks stay on this page and are not a readiness score or credential.

I can explain the task and the available approaches.I chose one task or a no-build decision.I identified samples, permissions, and an owner.I prepared a reviewable sample result.I defined tests and a trial decision.I documented ownership and fallback.

Common starting questions

Do I need an agent?

Only if choosing the next step is necessary. Fixed rules or a fixed AI-assisted workflow may be sufficient.

Do I need live data?

Begin with representative synthetic samples. Confirm permission before connecting real records.

Where should I start?

Choose a frequent task you understand, then use the readiness assessment.

Next learning step: Follow the six-stage learning path.

Write a workflow brief · Browse the learning library

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