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Agents & automation
Three kinds of help, and how to tell which one a vendor is selling you.
5 min readPlain English
In one sentence
An assistant helps when you ask, an automation runs the same fixed steps whenever something happens, and an agent works out its own steps toward a goal you set.
Think of it like…
At home, the assistant is the friend you call for advice: helpful, but only when you call. The automation is the sprinkler timer: same time, same routine, rain or shine. The agent is the house-sitter you leave in charge, who deals with whatever comes up and calls you before spending money.
Ask three questions of any AI product: who starts it, who decides the steps, and what it can touch. The answers tell you which kind you’re looking at.
More freedom isn’t better. Pick the least flexible kind that does the job: it’s usually cheaper, easier to test and easier to trust.
Good at
Bad at
An assistant. A design studio owner asks for three ways to word a price increase, then picks one and edits it.
An automation. Every new web inquiry to a plumbing firm is summarized by AI and posted to the team chat, the same way every time.
An agent. An online shop’s agent checks stock, compares two suppliers, drafts a reorder and waits for a person to approve it.
Myth vs reality
Myth: A product called an “agent” is smarter than an automation.
Reality: The word is used loosely, and many “agents” are a chatbot plus a few automations. Ask what it decides for itself, what it can touch and who approves.
Every new web inquiry is summarized by AI and posted to your team chat. Which kind of help is that?
Connect a spreadsheet to an AI step in Zapier or Make so Monday’s summary is waiting for review.
Every inquiry lands in the right place with the key facts pulled out. A person assigns it.
A simple way to decide whether a task needs a new tool at all.