Does my process need an AI agent?
Answer five questions about one process. The check gives you an honest answer: an AI agent, something simpler or not yet.
- About a minute
- No sign-up
- Stays in your browser
Think of one process in your business, ideally the one that takes your team the most time, and answer for that process. Don’t know which process yet? Find it with Where to start.
How does the work arrive? Choose every way it comes in.
Does it follow the same steps each time?
How many hours a week does your team spend on this process today?
How many tools does it pass through?
If it goes wrong once, what happens?
See it for your business
What’s next
A rule of thumb, not a quote. Time is valued at $40 an hour; the calculator uses your own figure. Nothing you choose here leaves your browser.
What you get
You get one of four answers, with the reasons from what you told the check:
- An AI agent decides its next step case by case, for work that changes every time.
- A workflow with AI follows steps set in advance, with AI reading or drafting at a few of them.
- A simple automation follows steps set in advance with no AI, the kind of thing Zapier or Make runs.
- Not yet means the process takes too few hours a week to be worth automating today.
The result also shows what the process costs your team each month today, at $40 an hour. Choose your kind of business under the result to read an example from a business like yours. The example links to our demo console, where you can watch it run.
How it works
- Think of one process, ideally the one that takes your team the most time.
- Answer five questions. The questions ask about these things:
- every way the work arrives, such as a form, email or phone calls;
- whether the steps change from case to case;
- how many hours the process takes a week;
- how many tools the work passes through;
- what happens when something goes wrong.
- Read your answer, with the reasons and an example from a business like yours.
Questions
What’s the difference between an AI agent and a workflow with AI?
An AI agent decides its next step case by case, using your tools, until the work is done. For example, a customer asks to move Tuesday’s visit. The agent checks the calendar, rebooks the visit for Thursday and replies. A workflow with AI follows the same steps every time, with AI doing a few of them. For example, the workflow reads each supplier invoice, pulls out the figures and enters them into your books.
When does a process need an AI agent?
A process needs an AI agent when the work arrives in many forms and the next step depends on the case. A person still approves anything that matters, such as a refund over your limit.
When is a simple automation enough?
A simple automation is enough when the work arrives in a set format and follows the same steps every time. A booking form that adds an event to your calendar and sends a confirmation is a simple automation.
What does “not yet” mean?
Not yet means the process takes under two hours a week, too little to pay for building anything beyond a simple automation. Write the steps down instead: writing them down often shows a quick fix, and the process can join a bigger one later.
Next
Not sure which process to check first? Find out with Where to start.
All free tools ›If your answer is an AI agent or a workflow with AI, you can see it running before you decide.
After a 30-minute call, we build a clickable prototype of your process in two to four days. The prototype runs on sample data, so nothing touches your real systems. If your answer is a simple automation or not yet, you probably don’t need us, and that’s a fine answer too.