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intermediate18 min18 min read

A checklist with a model in the middle is not an agent company

Chatbot vs checklist vs loop — so you can follow the meeting without volunteering to build a product.

What you will learn

  • ✓Define chatbot, workflow, and agent in one sentence each
  • ✓Choose the smallest thing that finishes the job
  • ✓Refuse “agent” as a rename of a Zap or a saved prompt
  • ✓Keep a human gate on anything that sends

People say “agent” when they mean “the chatbot did two things.” Use three words and go back to work.

Aside. The robot does not get your badge. Your manager still reads the email with your name on it.

  • Chatbot — one completion. You copy, edit, send.
  • Workflow — a fixed path: trigger, maybe a model, you approve, then send.
  • Agent — a loop with tools. The next step depends on the last tool result. Budget and a kill switch or it is a raccoon in the cabinets.

If you can write the steps on a napkin, it is a workflow. If you cannot, watch a human once. Do not buy a loop to discover the job.

What this means for staying employed

You should be able to use a workflow someone else wired (or a simple one in the tools you already have). You do not need to productize agents for other companies. That is a different pitch, and it is not this school.

Labels

  • “Draft a reply from this library card” — chatbot
  • “Form row → draft → Slack approve → send” — workflow
  • “Browse until you find partners and email them” — no, until you name sources, a budget, and a gate

Copy-paste

Label this job CHATBOT, WORKFLOW, or AGENT. One sentence. Then the missing piece (packet / gate / budget / none).

If I said agent, ignore the word.

JOB: [what happens, who sees it, cost of a wrong send]

You are done when

You have labeled one real job on paper and you did not upgrade the word to sound current.

workflowsjudgmentagentsday-job
🤖

Almost Done!

Made it to the end — nice work. Record your achievements to update your smart-assistant profile.

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