Is this agent making the work better?

Use this worksheet to evaluate one real workflow before expanding an agent’s responsibility. It is a template to adapt, not a report of measured outcomes.

Measure the whole job

Compare the human effort required for an acceptable result before and after the change. Include checking, correction, failures, and ongoing support. Keep elapsed time separate from active work.

Distinguish capacity from cash

Time released gives a team capacity. It becomes cash savings only when spending is actually avoided or reduced. The worksheet keeps those claims separate and makes operating and rollout costs explicit.

Make a decision

Define the quality standard, delegated actions, and conditions for escalation before the pilot. Use the evidence to stop, revise, continue testing, or expand. Savings alone do not settle whether the system is ready.

Download the editable Markdown worksheet below. It includes the baseline, evaluation questions, capacity calculation, costs, and a decision record.