Decide what to build before building it.
Useful decisions, worked examples, and limits to consider when changing a recurring business process.
Does this task need an agent or a clear rule?
Start with the decisions inside the work. Use a fixed workflow when the next step is known. Consider an agent when the process must interpret context and choose among useful actions.
GUIDE ↗Build an agent when the task is ready for one.
A promising agent project has a recurring task, usable evidence, and a result that someone can check. Work through these questions before choosing a model or expanding the feature list.
GUIDE ↗Turn a WhatsApp enquiry into a useful next step.
This illustrative workflow follows an equipment enquiry from a message to a checked CRM task. It describes a possible project scope, not an installed product or a client case study.
Turn the idea into a brief
Use the project templates to record inputs, approval points, and acceptance checks. Compare your current effort with the manual time calculator, then discuss a focused first scope.