PREVIEW EDITION · EDITORIAL DRAFT · NOT SENT
Before you approve the agent, describe the task.
“We need an agent for supplier onboarding” is a starting point. It is not yet a clear job.
Does the agent collect a packet, prepare a draft record, verify bank details, or activate the supplier? Each step has a different input, output, and reason for access. Putting them under one broad label makes the review harder.
Try this in the next discovery conversation
Ask the person to walk through one recent example: what arrived, what they did, what they produced, where it went, and which software they used. Then ask what was missing or frustrating.
Turn that account into a short task description and let the person correct it. Their confirmation means that it reflects their understanding. It does not grant access or resolve a disagreement with another department.
The question to bring to an approver
“Which exact part of this task may be delegated, and what must remain with a person?” A specific answer is more useful than a broad automation label.
Inside DutyGraph · Product note
Our participant flow lets a person explain their work, review extracted task cards, and send the cards with their account to the advisor. The advisor still checks evidence and unresolved responsibilities. We are recruiting initial pilots to test the usefulness and delivery effort of this method.
This preview is an original illustrative lesson, not a report of a customer result. Future news items will include primary-source links and review dates.