REVENUE AI AGENTS VS. AUTOMATION — SELECTION WORKSHEET

Content ID: RT-20260827-06
Use: complete one worksheet per recurring workflow.

WORKFLOW
Name:
Objective:
Trigger:
Expected output:
Accountable owner:

1. AMBIGUITY
Can fixed rules map every valid input to one action?  Yes / No
Which cases require context or interpretation?

2. DATA ACCESS
Which approved systems, objects, fields and definitions are required?
Can one system supply the full context?  Yes / No

3. ACTION RISK
What happens if the output is wrong, late or incomplete?
Is any customer-facing or commercial record affected?  Yes / No

4. REVERSIBILITY
Can every change be undone?  Yes / No
Who owns rollback or corrective action?

5. HUMAN JUDGMENT
Which decision must remain with an accountable person?
Who may approve, edit, reject or escalate?

OPERATING OWNER
Who monitors, repairs and improves the workflow after launch?
Who owns integrations, evaluation, permissions and incident response?

MEASURES
Quality baseline and target:
Workflow completion baseline and target:
Business KPI baseline and target:
Pause or rollback trigger:

PRIMARY FIT
[ ] Workflow automation — stable rules, low ambiguity, reversible action.
[ ] AI assistance — one person requests, reviews and applies one output.
[ ] Governed agent — recurring contextual work across steps and systems.

Remember: use the least complex operating model that can complete the work
safely. Agents do the repeatable work. Humans manage the last mile.