| 1 | Choosing the right job for an agent | Which workflow is worth automating first, and which must not be | A scored shortlist of three workflows, and the one chosen, with the reason |
| 2 | Mapping the workflow and the data | Where the information lives, who owns it, and what may not be touched | A one-page workflow map plus the data rules for this agent |
| 3 | Writing the agent's brief | What it is told to do, and the three limits it may never cross | The agent's written brief, including the three limits |
| 4 | Building it | A first working version connected to your own information | A first build that answers correctly on three real inputs from your work |
| 5 | Testing it against real work | What breaks, and how you know | A failure log built from your own documents, with the fix for each failure |
| 6 | Guarding it | Who may ask it what, what needs a human, and what gets logged | The guardrail document, plus the corrected rule from the incident drill |
| 7 | Putting it into the daily routine | Who operates it, and what working means on a Monday morning | A one-page operating routine with a named owner and a reviewer |
| 8 | The build assessment | Whether your company actually has a running agent | A live demonstration on fresh inputs, and your company agent record |