New August 31, 2024 7 min read

Agentic Automation Playbook: A Quickstart for Business Teams

A concise starter guide to identify high-ROI use cases, design agentic workflows, and launch safely with measurable outcomes.

1) Identify High-ROI Candidates

  • Repetitive, rules-based tasks with clear outcomes
  • Processes with measurable KPIs (time saved, conversion uplift)
  • Work requiring structured handoffs between tools/teams

2) Design the Flow

  • Trigger → Intake → Orchestration → Tools → Verification → Output
  • Define success criteria and guardrails up front
  • Decide human-in-the-loop points (approve, review, override)

3) Start Small, Measure, Iterate

  • Ship a narrow pilot in 1–2 weeks
  • Track baseline vs post-automation metrics
  • Expand scope after stability and wins

4) Tooling Suggestions

  • Reasoning: GPT‑5, Claude
  • Orchestration: LangChain
  • Connectivity: secure API connectors to your stack

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