Only 5% of business leaders consider their processes ready for AI agents. Yet 74% expect agents to reshape nearly half of those same processes within four years, according to Deloitte’s 2026 research. For most companies, the path between these two numbers begins with weeks of paid external discovery.
We believe the opening round of that work belongs inside the company. This is why we are releasing the Agentic Workflow Playbook: How to agentize a business process, a short document a team can work through on its own, before any conversation about models or vendors begins.
Inside, one real process is examined step by step. The team locates where its business value is, traces where time and information are being lost right now, decides which steps belong to fixed rules, to AI, or to people, and specifies the context and orchestration the redesigned workflow will require. By the end, the team holds an Agentic Workflow Blueprint: a structured description of the future process, ready for technical discovery ahead of any LLM selection or API mapping.
Underneath the method sits a deliberate split of ownership. Deterministic steps run on rules, and wherever delegation is off the table, judgment stays with people. Between these poles, AI assists a person who remains the main actor, while agents take over the work that needs context and tools.
The playbook grows out of our delivery work. One of our clients, a German professional services group, was able to build its AI capabilities on a shared operating layer and now processes requests 72% faster, spends 65% less time preparing fee proposals, and saves around six hours per employee every week on repetitive administration.
If your team is weighing its first agentic initiative, this is a practical way to start.
Agentic Workflow Playbook (PDF)
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