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Build the brain your first AI agent needs to do useful work.

In 20 focused minutes, choose one workflow, identify the approved knowledge it needs, and draw a clear line between what AI may do and what a person must approve.

Get the free starter

Free PDF + editable DOCX. No new platform. No massive documentation project.

Cover of The Simple Company Brain StarterChoose one workflowDraw the approval line
THE REAL PROBLEM

Without approved context, every AI agent becomes another correction loop.

The lead asks a question. The answer is somewhere in Drive. A teammate remembers a policy. The CRM has part of the context. AI drafts from what it can see - and someone starts over.

You do not need a bigger model. You need a Company Brain the agent can trust.
THE 20-MINUTE METHOD

First, make the work clear. Then give the agent a job.

The 7-page starter walks you through three decisions in the right order. Budget 20 minutes for a useful first pass; finish the details with your workflow owner.

1

Capture what matters

List the current facts, policies, examples, and procedures the workflow depends on.

2

Map one workflow

Define the trigger, handoffs, decisions, completion proof, and exception path.

3

Add help safely

Separate what AI may draft or retrieve from what a person must approve.

SEE WHAT YOU WILL BUILD

A working brief, not another ebook.

Preview three of the seven pages you will use to choose the workflow, set the approval boundary, and define a measurable first test.

Company Brain Starter page for choosing and scoring one workflow
Choose one workflow worth fixing
Company Brain Starter page for defining AI permissions and human approval
Draw the AI and human approval line
Company Brain Starter one-page brief with success metric and safe test
Finish with a measurable brain brief
YOUR FREE STARTER

The Simple Company Brain Starter

Seven focused pages. One finished brain brief. A concrete next step for the workflow you choose.

  • Printable PDF and editable DOCX
  • Workflow selection scorecard
  • Approved-source inventory
  • Current workflow and handoff map
  • Human-approval and escalation rules
  • One-page brain brief and 7-day action plan
You will leave withA clearer workflow, a safer place for AI to help, and a one-page operating record your team can review.

Not a 60-page ebook. Not an AI-tool directory. A worksheet you can finish.

START BEFORE YOUR NEXT AI TOOL

Get the free worksheet and build your first brain brief.

Complete the form to receive the PDF and editable DOCX by email. You will also get immediate access on the thank-you page.

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