Field notes
Map the work.
Write the rules. Test the agent.
Map real cases. Capture expert decisions. Write tests for the actions that matter.
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Map the work before you automate it.
Review real cases, ask people to explain their decisions and agree what developers should build.
Ask experts to explain a real decision.
Use these interview questions to uncover checks, exceptions and approval rules that the process document leaves out.
Test the agent against real business cases.
Agree the rule, use information available at the decision and check both the action and the result.
Start with one workflow
Book a workflow review.
Bring one case, its records and the person who handled it. We’ll agree what to investigate and what your team needs next.
Agree the scope, responsibilities and price before starting.