People and agents in one operation: where to start.

Define the result before choosing the agent.

Choose recurring work the team can explain. What starts the process? Which information is required? What proves it is finished? A useful first design has a recognizable input, an owner and a completion condition.

“Answer messages” is still broad. “Check a request and prepare a response listing missing information” makes the work easier to scope and test.

Separate preparation, approval and execution.

An agent can gather context and prepare an action without permission to execute it. This separation lets the team test usefulness without granting broad access from the start.

In Agentfy, approvals must be tied to the approved content and action. When something material changes, approval should be reassessed. People remain responsible for the decisions assigned to them.

Test difficult situations, not just the ideal path.

Use examples with missing information, conflicting documents, duplicate requests and unavailable connections. Define when the system should stop and who should receive the case.

Then track completion quality and the intervention required. Manually approving everything may move the problem rather than solve it. Autonomy should grow only within conditions the business has validated.

The first operation is a proof point, not the entire company.

A bounded process makes it possible to verify that data, rules, people and execution work together. The first operation establishes a foundation that can be reused by the next.