AI Agents as Your Fifth Team Member

A 30-day, no-nonsense playbook for small impact orgs.

Why now. Agents are finally good at the boring-but-important work—triage, tagging, summaries, and first-draft replies—without blowing up your systems. Used well, they give your team back hours each week.

Where to deploy first

The 30-day rollout

Week 1: Pick one workflow, define success (e.g., “cut manual touches from 6→2; ≤2% errors; <2h response”).

 Week 2: Ship a narrow, safe v1 (staging table + human approval + action log). Run on 20% of volume.

 Week 3: Add rubrics and confidence checks; expand to 50–70%.

 Week 4: Report time saved, error rate, and speed; if green, scale to 100% and pick the next workflow.

Safety & governance (non-negotiable)

Minimal stacks that work

Prove it (simple metrics)

Culture note: Agents don’t replace judgment; they buy back attention so your team can do human work listening, deciding, building trust.

Want a one-page SOP tailored to your stack and PIT workflow? Say the word and we’ll ship it.