CREATECH NORTH: AI LEAP

KNOWLEDGE REPOSITORY

08

Automation

Reliable Agent Workflow

Design an AI agent around explicit inputs, tools, checkpoints and recovery instead of an oversized prompt.

Outcome
A reviewable semi-automated process
Time
2–4 hours
Level
Intermediate

BEFORE YOU BEGIN

Set up the work.

Suggested toolkit

  • Agent
  • Connectors
  • Structured data
  • Approval gates

You will make

  • Process map
  • Tool permissions
  • Review checkpoints
  • Failure playbook

STEP BY STEP

Run the workflow.

Work in sequence and keep each intermediate artifact. Review the result at every stage before spending time on the next one.

  1. 01

    Map the manual process

    List inputs, decisions, systems, outputs and exception paths. Automate a process you understand before asking an agent to own it.

  2. 02

    Separate judgment from execution

    Let the agent gather, transform and draft. Keep high-impact decisions, external messages and irreversible actions behind approval.

  3. 03

    Define observable state

    Require structured outputs, source links and a clear status after each stage so a person can inspect what happened.

  4. 04

    Test failure on purpose

    Simulate missing access, conflicting data, unavailable tools and ambiguous instructions. Specify how the workflow stops or recovers.

QUALITY GATE

Before you call it finished

01The output matches the stated outcome.

02Sources, settings and intermediate files are saved.

03A person has reviewed the result and edge cases.

04The next person can repeat the process.