Six kinds of thing, in order. The first three you can start this week with the tool you already pay for. The next two need building. The last you should buy.
Ask the chat tool you already have in plain words and check what comes back. No set-up. It works today.
What it takes. A subscription, ten minutes of practice and your own judgement on every answer.
Give it what it needs before you ask: the brief, the examples, the rules, the data. This is context engineering, and the quality comes from what you feed it rather than how you word it.
What it takes. The right material gathered in one place and a clear idea of what good looks like.
A job written down once so anyone on the team gets the same result every time: the steps, the rules, the examples, saved and shared.
What it takes. Someone to write it and own it, and training so the whole team uses it rather than the keen few.
The same job running on a trigger with nobody typing a prompt: when a call ends, when a lead lands, every Monday at eight. Connected to the tools you already run.
What it takes. The process written down step by step, test cases, data you're allowed to connect to, and a build.
Software that makes a bounded decision inside a workflow that already runs, with a written job, tests and a person at the gate. The last thing you add rather than the first.
What it takes. The automations underneath it already running, a fence round what it may never do, and someone watching it.
Some jobs already have a product that does them well. Buy it, plug it in, and keep the build budget for the things nobody sells.
What it takes. A subscription and an hour to set it up. Check what it does with your data first.
If the ones you want sit below the line, that's a build, and it's the conversation we're set up for. If they sit above it, start this week and come back when the list gets longer.