Lesson 11 of 13

Choosing When to Use Agents

When Agents Shine

3 min read

Not every problem needs an AI agent. Understanding where agents excel helps you invest in the right solutions.

Ideal Use Cases

1. Multi-Step Workflows

Agents thrive when a task requires multiple sequential actions:

Good fit: "Research our top 5 competitors, create a comparison matrix, identify gaps in our product, and draft a product improvement proposal."

This involves research, analysis, synthesis, and writing—exactly what agents do well.

2. Tasks Requiring External Data

When work requires gathering and integrating information from multiple sources:

Good fit: "Check our CRM for recent customer complaints, search for related product reviews online, and correlate with our support ticket trends."

Agents can query multiple systems and synthesize findings.

3. Repetitive Knowledge Work

High-volume tasks that require judgment but follow patterns:

Good fit: Processing expense reports, qualifying leads, categorizing feedback, drafting routine communications.

Agents handle volume while maintaining consistency.

4. Research and Exploration

Open-ended investigation where the path isn't predetermined:

Good fit: "Find emerging trends in renewable energy that might affect our supply chain strategy."

Agents can explore, evaluate, and refine their search based on findings.

5. Content Transformation

Adapting content across formats, languages, or audiences:

Good fit: Converting technical documentation into customer-facing guides, localizing marketing materials, creating summaries of long reports.

What Makes a Task Agent-Friendly?

Factor Agent-Friendly Not Agent-Friendly
Structure Clear goal, flexible path Requires strict protocol
Stakes Reviewable outcomes Irreversible high-stakes
Information Accessible via tools Requires physical presence
Judgment Pattern-based decisions Highly subjective choices
Feedback Can verify success No clear success criteria

The Multiplication Effect

Agents create the most value when they multiply human capability:

  • Not: Replace the financial analyst

  • Yes: Let the analyst focus on judgment calls while agents handle data gathering

  • Not: Eliminate the customer success team

  • Yes: Let agents handle routine inquiries so the team can focus on relationship building

The best agent implementations augment human work rather than attempting full replacement.

Questions to Ask

Before implementing an agent, ask:

  1. Is this task repetitive enough to justify automation?
  2. Can success be clearly measured?
  3. What's the cost of errors?
  4. Do we have the data and integrations needed?
  5. Will humans still need to be involved?

If you answer "yes" to most of these, you likely have a good agent opportunity.

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Quiz

Final Quiz: Choosing When to Use Agents

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