Guides to AI agents and automation
Practical guides, checklists and comparisons on AI agents, automation, approvals and security.
16 resources
- GuideWhat is AI automation? A practical guide for businessesWhat AI automation is, how it differs from RPA and AI agents, how to choose between workflow automation and an agent, and how to ship your first workflow safely.
- GuideWhat is an AI agent? How agents work, and when to use oneWhat an AI agent is, how it plans and uses tools, a worked business example with its tools and limits, how it differs from a chatbot or automation, and how to deploy one safely.
- GuideAI agents vs RPA: differences, trade-offs and how they combineHow AI agents and robotic process automation differ, when to use each, and how teams combine them.
- Blogn8n workflow monitoring for business teams: failures, retries and handoffsA green execution is evidence about the run, not proof the customer request reached the right person. Monitor the business outcome too.
- BlogBack-office automation for small businesses: where to startPick one repeatable administrative process, score it honestly and define a pilot your team can judge.
- BlogAI lead follow-up automation: route, qualify and track every enquiryConnect every incoming enquiry to an owner, a state and a next action, and stop follow-ups the moment the conversation changes.
- BlogWorkflow automation ROI calculator: measure time, cost and paybackTransparent formulas, a labelled hypothetical example and an editable worksheet that keeps capacity value separate from cash savings.
- BlogAI governance for small businesses: controls you need before automating workflowsPractical governance lives inside the workflow: what it can access, which actions need approval, who owns the result and how it is reviewed.
- BlogHuman-in-the-loop AI: meaning, approval workflow patterns and examplesWhat human-in-the-loop AI means in practice, when to put a person in the workflow, five reusable approval patterns and the cases to test before going live.
- BlogApproval workflows for AI coding agents before they change business systemsCoding agents can now open pull requests, run migrations and touch production config. Here is how to put a human decision in the right place without slowing everything down.
- BlogAI agent approval workflows for SMEs: identity first, then a queue that does not become a backlogSmall teams need approvals that protect them without creating a second backlog. Start with agent identity, then design a review queue with named substitutes and timeouts.
- BlogFAQ automation: connect answers to your CRM and a human handoffAnswer repeated questions from approved sources, capture useful enquiries in the CRM and hand people over without making them start again.
- BlogAnthropic's Claude for Small Business shows why SMEs need approval-ready AI workflowsAI tools aimed at small businesses are getting more capable. The next step is not another chat window, but workflows with connectors, approvals, routing and measurable handoffs.
- ChecklistApproval workflow automation checklistA versioned checklist for approval workflow automation: workflow choice, reviewer context, routing, timeouts, changed inputs, failure handling and measurement.
- ComparisonCustom AI agents vs no-code AI agents: which fits your workflow?Compare custom and no-code AI agents on setup time, integration depth, control, ownership, running cost and maintenance, with an honest decision table.
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