Everyone's talking about agentic workflows. Very few founders have built one that does real work. This hour sets up a small team of AI "employees" in Claude and ChatGPT, each with one job, and shows how they pass work to each other. Bring one workflow you do every week: map it, build a first agent for it and test it in the room.
The mechanics, not just the demo, so you can go home and build the next one yourself.
Bookkeeper, legal, onboarding, research and a chief of staff that routes the work. Don't hand off a whole role. Hand off the parts that are frequent, rule-based and low risk if the agent gets it wrong.
Where it lives, what you tell it, and how it's different from a scheduled prompt in a chat window. A job, a short list of tools and a clear handoff. Built from scratch so you see every step.
An invoice comes in. The bookkeeper checks the amount and logs it, and the chief of staff decides whether it needs you. Most weeks, you hear nothing. That's the point.
If you're approving 20 steps, there's no point automating it. Put your checkpoint on what you can't undo: anything that sends, pays or deletes.
Building on session 1: agents aren't employees and you're on the hook for what they do. Each agent gets only what its job needs. Build and test on a copy, never production data.
Map one workflow step by step, then score each step. Build the highest.
| Question | 3 points | 1 point |
|---|---|---|
| How often? | Weekly or more | A few times a year |
| Can you write the rules? | On one page | It's a judgment call |
| Cost if it's wrong? | Easy to catch, cheap to fix | Hard to undo |
| How much access? | One system | Several systems |
In between scores 2. 10 or more: hand it off. Under 8: keep it for now.
The full deck from the session. Drop your email to unlock the download.
The slides, with the five hires, the bookkeeper built step by step, the sign-off rules and the scorecard. Plus the occasional note from Momentum on what we're building next.
The five hires, what an agent is, the bookkeeper's job on one page, the handoff, Claude Cowork vs ChatGPT Plus, and where you sign off.
Download slidesOutbound positioning and messaging on a founder's budget. Wednesday, November 18, 5:30 to 6:30 PM at Communitech, Kitchener. Free for founders. You'll build a research agent for your best customer.