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    Template
    Week 10

    Agent design worksheet

    Plan an AI agent before building it in any agent platform.

    Answer each

    • Job: what single job does the agent do?
    • Trigger: what starts it — a message, form, email, schedule?
    • Inputs: what information does it receive?
    • Tools: what can it use — search, calendar, spreadsheet, email?
    • Output: what does it produce and where does it go?
    • Guardrails: what must it never do? When does it hand off to a human?
    • Success: how will you know it worked?

    Example

    • Job: qualify website leads. Trigger: contact form. Tools: web search, CRM. Output: lead score + summary emailed to you. Guardrail: never promise prices.