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Lesson 6 of 10

Putting an agent into a real workflow

Lesson 6 of 10 · AI Agents and Automation That Finish Work

In this lesson. Place the loop next to tickets, inboxes, or cron — with an owner.

What you will learn

  • Triggers that start the loop
  • Where outputs land
  • An owner for exceptions

Walkthrough

Agents that live only in a notebook never pay off. You will pick a trigger (schedule, webhook, button), the output destination, and the person who reviews exceptions. Then you will write the first-week watch list. Shipping is the architecture plus the operating habit.

Work through the ideas in order. After each point, pause and connect it to a task you already do — a document, a workflow, or a feature you own. The goal of AI Agents and Automation That Finish Work is usable skill, not a pile of notes.

If something is unclear, rewrite it in your own words before you continue. Teaching the step back to yourself is the fastest way to see gaps.

Practice

Write the trigger, destination, and owner for your first production agent run.

Keep the first attempt small. A finished example you can reuse beats a perfect plan you never run.

Check your understanding

  • Can you explain the goal of this lesson in one sentence to a teammate?
  • Where would you apply “Triggers that start the loop” in your own work this week?
  • What would you change on a second pass of the practice?

Next. Continue to the following lesson when the practice has a real artifact, even a rough one.