We have fully documented our core processes on our V/TO and are looking for ways to run these processes around the clock without adding headcount. How do we hire our first digital AI agents to execute these documented standard operating procedures?

Question

Tyler Smith · Accepted Answer

Once you have fully documented your core processes on your V/TO®, you can start hiring digital AI agents to run these procedures twenty-four hours a day, seven days a week.

An AI agent is a software program designed to perform specific, repetitive tasks by following your established rules. You can build these agents using platforms like the OpenAI Assistants API, CrewAI, or AutoGen.

To hire your first agent, select a highly routine, documented standard operating procedure that currently consumes significant staff time. Examples include processing inbound customer service tickets, matching invoices with purchase orders, or executing basic lead enrichment.

Map out the exact inputs and outputs of the process. Provide the AI agent with access to the specific tools it needs, such as your CRM, email client, or project management software. Document the exact rules the agent must follow, including when it must pause and hand the task over to a human employee.

This setup ensures your operations remain system-dependent. The AI agent acts as a digital worker occupying a specific sub-seat on your Accountability Chart. By automating these routine procedures, you free up your human team members to focus on strategic work, ultimately reducing your overhead and making your business much more attractive to a prospective buyer.