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WORKFLOW DESIGN

Should this task use a prompt, an automation or an AI agent?

Choose the smallest approach that can complete the work with clear checks and ownership.

Start with a prompt when the job is a reviewable output

Turning an approved brief into three headline options is a bounded generation task. You can supply the facts, request a format and judge the result. A saved prompt plus a checklist may be all the process needs.

Make missing information visible. In a meeting recap, ask for “date not agreed” rather than a suggested deadline. The point is to reduce drafting effort while preserving the human decision.

Use automation when the path is known

If every valid form submission must create a draft record in a particular review queue, the routing rules can be explicit. Validate required fields, use a stable duplicate key and keep exceptions visible. A language model may help draft a summary without owning the routing or approval decision.

The intake playbook includes a duplicate, a missing email and an unknown category. Those cases reveal whether the process is reliable beyond the happy path.

Consider an agent when the path must adapt

An agent may select tools or revise its next step based on intermediate results. That flexibility is useful only when the goal, permitted actions and stop conditions are clear. Define which sources it can use, which records it can change and when it must ask a person.

For a first pilot, keep external actions behind approval, limit steps and spending, and retain an activity record. Test ambiguous requests and unavailable tools. Do not treat “agent” as a substitute for a process owner.

Ask four questions before choosing

  1. Can one prompt produce a useful draft that a person can check?
  2. Can the remaining steps be expressed as explicit rules?
  3. Does choosing the next action genuinely require flexible judgment?
  4. Can the team detect, stop and recover from a wrong action?

If the answer to the last question is no, reduce the scope. For a client handoff, a draft summary and a visible review queue may deliver the benefit without autonomous contact. Reassess after the pilot produces evidence.

Common questions

Can a workflow combine all three?

Yes. A fixed automation can call a prompt for a draft and ask a human to approve it. An adaptive component can remain bounded to a specific step.

Does a more autonomous system save more time?

Not necessarily. Include review, failures, setup and maintenance when comparing the complete job.

Explore the tools

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Sources and review notes

Product information checked against publisher documentation on . Plans and features can change. The workflows and examples are editorial guidance; this article does not report hands-on product test results.

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