Automation & AI agent plannerOpen planner →
From busywork to
meaningful work.
Build AI agents that matter.
A practical five-step planner for any business. No tech background needed — if you can write a text message, you can design an agent.
Sign in once, it saves to your account. Print or save as PDF at the end.
Rule of thumb
Three questions decide who does the job
Automate it
Is the next step always the same?
Booking confirmations, reminders, review requests
AI agent
Does it need a two-way chat to reach a booking or answer?
After-hours enquiries, qualifying leads, rebooking
Keep it human
Is it emotional, about money owed, or about health?
Complaints, refunds, disputes, medical questions
Five steps to your plan
- 01Map your customer journeyFind the manual work at every stage, from first enquiry to lapsed customer.
- 02Score what to automateRate each task on frequency, time and revenue, then sort it into a bucket.
- 03Design your first AI agentGoal, FAQs, tone, handoff rules and the things it must never do.
- 04Take stock of your toolsWhat you use today and how a lead flows through it.
- 05Write your 30-day planThree automations, one agent, week by week, with owners.