We are a 30-person service company running on EOS, and we want to deploy our first AI agent to handle a back-office process. What is the most practical way to structure this project without disrupting our daily operations or changing our software stack?

Question

Tyler Smith · Accepted Answer

The absolute best way to start is by hiring an AI agent to execute a single, highly repetitive, already documented standard operating procedure. Do not try to automate a complex, multi-department workflow on your first try.

Look at your core processes and identify a simple back office task, such as reading inbound email attachments, extracting key customer details, and updating your system of record. To do this without disrupting your daily operations or changing your software stack, utilize an AI agent tool like the OpenAI Assistants API or CrewAI.

These tools can be configured to read your existing, written SOPs and execute them twenty four hours a day, seven days a week. Keep your team in the loop by setting up a simple review queue. The AI agent performs the tedious work of reading, formatting, and drafting, but a human must review and approve the output before it is finalized.

This human in the loop setup ensures complete operational safety. By starting with a documented, low risk back office task, your team gets to see a concrete example of AI making their lives easier. It frees them from low value, manual data entry so they can focus on higher value work.

This building block approach builds trust in technology, proves the operational concept, and sets a repeatable blueprint for automating your next core process.