LESSON 01 · FOUNDATION

Agent or Workflow?

Before adding planning, memory, tools, or autonomy, determine whether the business problem benefits from agency at all.

TIME25–35 min
LEVELFoundation
LAB3 scenarios + design test
ARTIFACTAgent Suitability Record

Start with the structure of the work.

Teams often call any LLM-backed automation an “agent.” That label hides the most important design decision: who chooses the next action?

If the sequence of steps is already known, encode the sequence. If language interpretation is uncertain but the process is fixed, use an LLM inside a workflow. Reserve an agent for problems where the system must repeatedly observe state, choose among possible actions, inspect the result, and decide what to do next.

D→V RULE

Use the least agency that can reliably change the target outcome. More autonomy increases the action space you must evaluate, observe, secure, and recover.

TYPE 01

Deterministic workflow

The steps and branch conditions can be specified in ordinary code. Inputs may vary, but the orchestration does not need open-ended judgment.

TYPE 02

LLM workflow

Language or unstructured evidence requires model judgment, while the surrounding sequence, tools, and stopping conditions remain explicitly orchestrated.

TYPE 03

Agent

The system pursues a bounded goal through a feedback loop. It decides which permitted action to take next based on changing state.

01Observe
02Interpret
03Choose
04Act
05Verify
06Continue / stop
INTERACTIVE LAB · CLASSIFY THE SYSTEM

Three problems. Three different control structures.

Choose the smallest architecture that fits each problem. Your score rewards the reasoning pattern, not maximum autonomy.

SCENARIO 01 · REFUND CORRECTION

Duplicate webhook delivery

A payment provider may deliver the same refund event more than once. The business requirement is that the ledger records one refund and repeated delivery returns the same result.

PATHknown
AMBIGUITYlow
SIDE EFFECTfinancial
SCENARIO 02 · POLICY INTAKE

Classify and draft a case

An operations team receives free-text customer messages. The system extracts intent and evidence, checks a fixed set of records, drafts a response, and always routes the draft to a human reviewer.

PATHfixed
AMBIGUITYlanguage
SIDE EFFECTdraft only
SCENARIO 03 · FREIGHT EXCEPTION

Investigate a moving operational problem

A shipment is late. The system may inspect shipment events, weather, terminal status, customer SLA, and available recovery options. New evidence can invalidate earlier hypotheses, so the next useful tool call depends on what the system just learned. Any external commitment requires human approval.

PATHdynamic
AMBIGUITYhigh
SIDE EFFECTgated
DESIGN TEST · AGENT SUITABILITY

Score the need for agency.

This is a design aid, not an automatic approval gate. High scores mean that dynamic action selection may be useful; they do not mean the system should receive broad authority.

Path variability0

0 = steps are known; 4 = the useful next step depends heavily on prior observations.

Interpretive ambiguity0

0 = structured facts; 4 = evidence is incomplete, conflicting, or unstructured.

Feedback dependence0

0 = one pass is enough; 4 = each result materially changes the next action.

Tool diversity0

0 = one fixed capability; 4 = several tools may be selected in different orders.

Goal persistence0

0 = transform input to output; 4 = maintain a goal across multiple decisions and observations.

LESSON ARTIFACT

Write the Agent Suitability Record.

The artifact forces a team to justify agency before implementation. It can later feed the Agent Boundary and Agency Budget lessons.

D→V · DESIGN RECORD

Agent Suitability Record

Sample · freight exception investigation

PROBLEM
Investigate late shipments before a dispatcher commits to a recovery action.
OWNER
Dispatch lead.
CONTROL
Agent for investigation; human approval for external commitments.
WHY
The useful next evidence source depends on what was learned from previous calls. A fixed tool sequence would either over-query or miss relevant branches.
PERMITTED
Read shipment events, weather, terminal status, customer SLA, and available recovery options. Produce recommendations. Do not change bookings or communicate commitments.
STOP
Escalate when evidence conflicts materially, required records are unavailable, confidence is insufficient, or the proposed action would create an external or financial commitment.
NEXT · LESSON 02

Define the Agent Boundary

Once agency is justified, define exactly where the system may observe, reason, act, spend, communicate, and stop.

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