Agent assessment

Scope the first agent based on the work and the goal you want to make easier.

The assessment helps structure which work an agent could support, what data it would need, where human approval is required and what impact should be measured.

Optional estimateEstimate time spent on repetitive work

Estimate the potential time impact of a task

Enter your own assumptions about the frequency, duration and share of the task that an agent could assist with. The result is an indicative scenario, not a promise of actual savings.

Estimate the potential time impact of a task

How many times is the same or a similar task completed during a typical week?

Estimate the average time currently required for one occurrence.

Enter your own estimate of how much of the task time could potentially be assisted.

Fill in all three fields to see the scenario estimate.

The calculation is based entirely on the assumptions you provide. Actual impact depends on the work, data quality, integrations, approvals and adoption. The impact must be validated through the agent assessment and measurement.

Step 1 of 4

Work and challenge

What work are you considering an agent for?

Describe the work at a general level. Do not include passwords, API keys or unnecessary personal data.

What do you get from the agent assessment?

The agent assessment helps identify which work the first agent could fit and what implementing it would require. The assessment is done by a person, not an automation.

Sending the form is not an order. The paid assessment is agreed separately before the discussion and the summary are prepared.

  1. Background review

    We review the background information submitted through the form before the discussion.

  2. Up to 30-minute assessment discussion

    We talk through the work, the systems involved and the goal together.

  3. Human-prepared summary and next-step recommendation

    You receive a human-prepared PDF summary and a suggestion for how to move forward.

Included

  • review of the submitted background information
  • up to 30 minutes of human-led discussion
  • clarification of one primary workflow or use case
  • identification of the relevant systems and information
  • definition of human decision and approval points
  • identification of primary risks, boundaries and dependencies
  • a human-prepared PDF summary
  • a preliminary implementation direction
  • recommended next steps

Not included

  • technical implementation
  • working integrations
  • production deployment
  • detailed solution architecture
  • data migration
  • information-security audit
  • legal advice
  • a binding implementation quotation
  • guaranteed ROI or savings
  • automated AI recommendation
  • automatically generated PDF
  • unlimited workshops or revisions

After the assessment, you receive a human-prepared PDF summary. It brings together the bounded use case, the required information and systems, the human approval points, the primary risks, the impact to track and the recommended next step.

The summary is not generated automatically from the form answers and is not produced by an independent AI system.

What is worth preparing beforehand?

  • a description of the work you want to make easier
  • a general-level overview of the systems in use
  • a rough idea of who approves the agent’s actions
  • any earlier attempts or constraints worth knowing about

What happens after the summary?

The summary and the preliminary implementation direction do not commit you to anything. You can choose whether to move forward independently or with AI Leadit — implementation is always agreed separately.

The assessment is not a technical specification or a binding quotation. It does not guarantee a specific saving, return, or continuation with AI Leadit.