Speak to a HumanAI agent resources for practical implementation planning
Use these guides to choose the right first workflow, understand tool integration, and ask better questions before building an AI agent.
Planning principle
Good agent projects are scoped before they are built.
The fastest way to waste time with AI is to automate a workflow nobody has defined. These resources help narrow the first useful build.
Use these before choosing the first agent.
AI Agent Readiness Checklist
A practical checklist for deciding whether a workflow is ready for an AI agent or still needs cleanup before automation.
View resource02Automation Opportunity Scorecard
A simple scoring model for ranking AI agent opportunities by business value, implementation complexity, risk, and adoption fit.
View resource03Integration planning
Understand how agents connect to the tools, records, and review steps your team already uses.
View integrationsBring these into workflow conversations.
- Use the checklist to reject workflows that are not ready
- Use the scorecard to rank several possible first agents
- Use the integrations page to identify systems and permissions
- Use the FAQ to align expectations before implementation
Move from broad AI interest to a buildable first-agent scope.
These resources are designed for SMB leaders who need to decide what an AI agent should actually do: which workflow to pick, which tools matter, what access is needed, and how staff should review the output.
Use the resources in implementation order.
- Use readiness to reject workflows that are too vague
- Use scoring to compare several possible first agents
- Use integration planning to identify tool access and permissions
- Use the FAQ to align expectations before a scope call