AI agents & agentic AI
AI agentworkshop:Plan realistically.
Your team identifies suitable processes, distinguishes assistants, workflows and agents, and develops a robust automation concept – taking data, tools, approvals and risks into account.
One to two days · online or on site · optional simple prototype
Starting point
Not every automated process needs an AI agent.
The term agent is used for many different kinds of solutions. Without a clear view of the process, concepts quickly become unnecessarily complex, difficult to control or economically unviable.
Unclear terminology
Assistants, rules-based workflows and autonomous agents are conflated even though they involve different risks and requirements.
Technology before process
A tool is selected before the task, exceptions, data sources and responsibilities have been properly understood.
Missing guardrails
Human approvals, error scenarios, permissions and quality controls are added to the concept too late.
Workshop outcomes
What the AI agent workshop produces.
The goal is a realistic concept that everyone understands – not an agent at any cost.
A shared understanding of assistants, workflows and AI agents
A selection of suitable processes and clearly defined tasks
A sketched agent or automation workflow with roles and handovers
An initial assessment of data, tools, feasibility, risks and dependencies
Defined human approvals, controls and meaningful next steps
Who the workshop is for
- Business functions with recurring, information-based processes
- Project teams and leaders responsible for digitalisation or automation
- Decision-makers who want to evaluate agent initiatives on a sound basis
Prerequisites
- A basic understanding of generative AI is useful
- At least one concrete process or area of work should be considered
- The group should include process expertise and, where needed, technical expertise
Content & exercises
From the right process to a controllable agent workflow.
The level of technical detail depends on the audience, existing systems and desired outcome.
Assistant, workflow or agent?
Clearly distinguish autonomy, planning, tool use, memory and fixed rules.
Exercise: Classify existing examples by complexity, autonomy and control requirements.Select processes
Use repeatability, available data, variations, consequences of errors and human expertise as selection criteria.
Exercise: Gather candidates and prioritise them by suitability and risk.Design the workflow
Bring tasks, knowledge, tools, company data, handovers and responsibilities together in one process.
Exercise: Visualise a target process as an agent or automation workflow.Validate feasibility
Consider permissions, data protection, quality, monitoring, error scenarios and human approvals at an early stage.
Exercise: Record guardrails, open questions and a realistic next validation step.Format
Concept development with the right level of technical depth.
The workshop can range from sound process and concept work to a simple prototype. The exact scope is agreed in advance.
- Duration
- One to two days, depending on the objective and technical depth
- Delivery
- Online or on site at your company
- Outcome
- A prioritised process and a designed agent or automation workflow
- Optional
- A simple prototype where the objective and scope make this useful
How we work
How an agent idea becomes a robust concept.
We start with the process and only then decide on the appropriate type of solution.
- 01
Define the process
We clarify the objective, participants, variations, data, systems and current bottlenecks.
- 02
Design the workflow
During the workshop, we create a clear process with tools, decisions and human handovers.
- 03
Assess feasibility
We record risks, open questions, guardrails and the next meaningful validation step.
FAQ
Frequently asked questions.Clear answers.
Still have a question? We can discuss your situation in a free consultation.
01What is the difference between an assistant, a workflow and an AI agent?
An assistant supports a person on request. A workflow follows defined steps. Within set boundaries, an AI agent can pursue goals, prepare decisions and use tools. The workshop determines which form is appropriate for the specific process.
02Will the workshop produce a finished AI agent?
Not necessarily. The core objective is a realistic process and solution concept. Depending on the goal and technical depth, the one- to two-day format can optionally include a simple prototype.
03Which processes are suitable for AI agents?
Clearly defined, recurring and information-based tasks may be suitable. However, data access, variations, consequences of errors, permissions and the necessary human role must be assessed individually for each process.
04Who should take part in the workshop?
Ideally, the group combines people with process expertise and decision-making responsibility and, for greater technical depth, knowledge of the relevant systems and data.
05How are risks and human approvals addressed?
Approval points, permissions, error scenarios, quality controls and monitoring are designed directly into the workflow. The aim is a controllable process with clear accountability.
Next step
Which process is suitable for your first agent workflow?
In the free initial consultation, we assess your starting point, process, desired depth and a realistic workshop outcome.