Customer and market research
Collect public sources, approved reviews, sales notes, and competitor pages into a decision brief. Require citations, date stamps, uncertainty, and a clear separation between evidence and recommendation.
Do not upload private customer information to an unapproved model. Use aggregate or redacted data until privacy, retention, and vendor terms are reviewed.
- Cited source list
- Theme and gap analysis
- Uncertainty notes
- Owner decision
Website release preparation
Turn approved content and requirements into page briefs, metadata, QA checks, analytics events, and a launch checklist. Keep production deployment and DNS changes behind human approval.
The agent can inspect a preview and produce evidence. Claims, prices, legal copy, credentials, tracking consent, and the final production release still need accountable owners.
- Page and content brief
- SEO and schema checklist
- Responsive QA evidence
- Approval before deploy
Lead preparation without spam
Enrich a user-provided lead list from allowed public sources, summarize fit, and draft personalized outreach for review. Do not scrape prohibited sources or send bulk messages without consent and policy review.
The owner should approve audience, claim, offer, recipient, and final copy. Keep unsubscribe, record retention, and applicable marketing rules in the operating procedure.
- Allowed source policy
- Fit summary
- Unsent outreach draft
- Send approval and compliance
SOP capture and reporting
Interview the process owner, convert recurring work into a decision map, and produce a draft SOP with unresolved questions. For reporting, summarize verified source systems without silently changing them.
The first success metric is fewer missing decisions and cleaner handoffs. Automate recurring execution only after the draft process has survived real use and exception testing.
- Process interview
- Decision and exception map
- Draft SOP
- Verified reporting summary
Build the controlled foundation first.
Agent Ready turns these principles into four working documents before it asks you to automate anything.
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