aijakejbaijakejb.com · Agentic AI Automation
The Automation Blueprint
How a project moves from first conversation to a production agent on staff — the seven stages we run every engagement through, what each one produces, and who's on the hook for what.
Map the process as it's actually done today — not the org chart version — and find where an agent can safely take work off someone's plate.
- Interviews with process owners and the people doing the work day to day
- Shadow the workflow across the systems it touches — email, CRM, spreadsheets, line-of-business apps
- Inventory data sources, systems of record, and every integration point
- Flag compliance, security, and audit requirements up front
- Sort decision points into "an agent can own this" vs. "a person has to stay in the loop"
Turn the opportunity brief into a buildable spec with hard boundaries around what the agent is and isn't allowed to do.
- Define scope of authority — what the agent decides and acts on alone vs. what it must escalate
- Choose the architecture: single agent, multi-agent, or agent layered on existing automation
- Map every integration and the access each one actually needs, no more
- Write the guardrails as requirements — rate limits, no-silent-data-change rules, approval gates
- Set the success metrics before a line of code is written
Build the agent against the signed spec, inside a sandbox that never touches live client data.
- Stand up the orchestration layer — tools, memory, retrieval, where each is actually needed
- Connect integrations through least-privilege service accounts, not shared logins
- Implement guardrails and approval gates as code, not as a policy document
- Build logging and an audit trail for every action the agent is capable of taking
- Unit-test each tool and decision path in isolation before they're wired together
Prove the agent is correct and safe before it touches anything real — this is the gate, not a formality.
- Shadow mode: the agent proposes every action, a human reviews and approves it, nothing executes unsupervised
- Deliberate edge-case and failure-mode testing, not just the happy path
- Security and access review against the Design-phase scope
- User acceptance testing with the same process owners interviewed in Discovery
Move the agent into production without a hard cutover — narrow scope first, expand once it earns trust.
- Phased rollout: one queue, one client segment, or one region before the rest
- Production monitoring and alerting live from day one, not bolted on after
- A documented rollback path back to the manual process at every stage
- Confirm the audit trail is capturing what Design said it would
Make sure the client's own team can run and oversee the agent without us in the room.
- Train process owners on the oversight and exception-handling workflow
- Walk through the runbook: what "normal" looks like, what triggers an escalation, who to call
- Hand off dashboards, logs, and admin access
Keep the agent accurate, secure, and worth what it costs to run.
- 30 / 60 / 90-day performance reviews, then a standing monthly cadence
- Tune prompts, tools, and guardrails against real production data — not assumptions
- Watch for drift, rising cost, and new automation candidates the process itself surfaces
Pricing
Flat, per client. Covers hosting, monitoring, guardrail upkeep, and the Phase 07 monthly performance review — starts when Design begins, runs through Optimize.
$200/mo base covers a simple, fully human-approved process. A complexity score — integrations, autonomous decision authority, and monitoring load, scored together — is set once during Solution Design, at $50/mo per point, and fixed in the Statement of Work.
Add or retire a process at any time; the retainer adjusts with it. Complexity score is fixed per process at signing — a material change in scope triggers a re-score. No separate build fee — everything from Solution Design onward is covered by the retainer above.
Who's responsible for what
Guardrail principles
- —Human-in-the-loop by default until shadow-mode testing proves otherwise
- —Least-privilege access the agent gets only what its scoped actions require
- —Full audit trail every action logged, attributable, and reviewable
- —No silent data changes writes to a system of record are either approved or explicitly scoped as autonomous back in Design
- —Rollback path a documented way back to the manual process at every stage
Ready to see where this fits your business?
Fill out the discovery questionnaire and we'll come back with a scoped starting point.