Public MVP - Updated June 2026 - Governed AI worker planning, Advisor paths, and portal previews are informational until production access is separately approved.

Human-Led, AI-First guidance

AI Workers

Reusable Scaled Agents AI Workers help teams complete artifacts, run reviews, maintain governance records, recommend next steps, and convert lessons into reusable patterns.

Context

Use this guidance to plan before scaling

This page supports education, planning, and operating model decisions. It connects the public approach to the library, readiness assessment, and human advisor path without duplicating practitioner templates.

  • Pick the business outcome and human owner before selecting tooling.
  • Map current work visibility, handoffs, decisions, systems, data, and rework.
  • Choose an implementation path and complete the linked practitioner artifacts.
  • Define governance, evidence, escalation, measurement, and lifecycle boundaries before scaling.

Operating model

Scaled Agents point of view

These pages explain the approach. The library holds the copyable artifacts, maps, AI Worker support notes, and review questions.

Strategy Alignment Worker

Helps define business objectives, value arenas, sponsor alignment, KPI trees, and AI transformation charters.

Transformation Office Worker

Helps coordinate the transformation portfolio, decision logs, owners, risks, dependencies, progress reporting, and executive updates.

Discovery Worker

Helps interview teams, summarize current-state work, extract recurring tasks, identify friction, and draft opportunity canvases.

Workflow Mapper Worker

Helps convert interviews, SOPs, meeting notes, tickets, and process documentation into workflow maps, handoff maps, task decomposition, and friction logs.

Agent Fit Advisor Worker

Helps recommend whether a use case should be human-only, prompt/template, assistant, automation, AI Worker, workflow agent, multi-agent process, or integration/application.

Governance Worker

Helps draft commit boundaries, risk tiers, escalation rules, human review gates, Agent Passport fields, and runtime governance checks.

Planning artifacts support education and readiness decisions. They are not legal, compliance, security, or production approvals.

Path

Move from education to implementation planning

Use the sequence below to decide whether your next step is self-guided library work, Create a Scaled Agent, or a human advisor conversation.

1. Orient

Review the operating model and define the business outcome, human owner, and decision boundary.

2. Prepare

Use readiness and library artifacts to map workflows, AI Worker fit, governance needs, and evidence gaps.

3. Route

Continue with Create a Scaled Agent, Portal Sign In, or Human Advisor support based on readiness and risk.

Readiness

Keep the conversation grounded in ownership, evidence, and adoption.

Human-Led, AI-First planning should clarify who owns the work, what AI Workers may do, what must be reviewed, and how the organization will measure value and risk over time.

Ready to choose the next path?

Start with the readiness assessment or route to a human advisor when the operating model, risk posture, or implementation path needs specialized review.

Public MVP - Scaled Agents™ Client Portal preview remains informational until production access is separately approved.