Plan your first workflow
Start with one repeated task, a clear result and a person who can tell whether the work is right.
On this page
Choose work you can check.#
A useful first task has a repeatable input, a limited scope and a visible result. Meeting follow-ups, an internal research brief or a weekly summary are easier to evaluate than “run operations.”
Pick something a person can review before it changes a record, reaches a customer or commits the team. Keep that review step while you learn where the agent needs more context.
Write a five-part brief.#
- Trigger
- What starts the work: a completed meeting, a new request or a scheduled review?
- Inputs
- Which notes, documents and tools contain the information? Include only the context this task needs.
- Result
- What should exist at the end, in which format and for whom?
- Boundaries
- What must the agent never assume, access or send without permission?
- Reviewer
- Who checks the draft, resolves missing information and approves the next action?
Example: a meeting follow-up.#
Brief: “After the weekly team meeting, turn these notes into decisions and action items. For every action, include the owner, deadline and source. Flag a missing owner or deadline instead of inventing one. Prepare a draft for me to approve before anyone receives it.”
The result is a reviewable draft. The useful check is whether every action is supported by the notes and every unresolved detail is visible.
Example: an internal research brief.#
Brief: “Compare these three suppliers against our requirements. Use the documents I provide, link each finding to its source and separate facts from assumptions. Flag anything that needs a fresh quote. Give me a brief I can review; do not contact suppliers.”
A source helps the reviewer inspect a claim. It does not make a mistaken or outdated claim correct automatically.
Make it a routine after review.#
For a weekly summary, specify the reporting period, source of truth, recipient and what counts as a meaningful change. Ask for missing inputs to be flagged. Compare the first results with the underlying work before making the routine broader.
Recurring work and connected tools are part of the planned product. Read how Crevox is intended to work and set approval and data boundaries before choosing a workflow.