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How to use this workbook
Work through each of the 5 steps below in order. Click into the answer areas and type your responses directly. There are no right or wrong answers — the goal is clarity. By the end, you'll have a solid brief for your first HR Agent.
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What is this agent responsible for? Give it a clear job title and a one-sentence mandate that describes exactly what it owns.
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Tip: Think of the agent like a new hire. What's on their job description? A good mandate sounds like: "This agent owns [process] and is responsible for [outcome]." Be specific — vague roles lead to vague agents.
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e.g. Onboarding Coordinator Agent, Leave Management Agent…
Write it here…
What manual task, bottleneck, or delay does this agent eliminate? What skills does it need to have to do a successful job?
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Tip: Start with pain, not solution. What takes too long today? What falls through the cracks? Then ask: what would a human expert need to know to fix it — those are your agent's required skills.
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Describe the manual task, delay, or bottleneck…