"Learn AI agent delegation for workflow automation"

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Allie K. Miller Allie K. Miller is an Influencer

#1 Most Followed Voice in AI Business (2M) | Former Amazon, IBM | Fortune 500 AI and Startup Advisor, Public Speaker | @alliekmiller on Instagram, X, TikTok | AI-First Course with 200K+ students - Link in Bio

“What AI skill should my team and I actually learn right now?” I will scream this from the rooftops of NYC. ➡️ Learn agent delegation Target a dedicated workflow or task. Assign an AI agent said role, define the outcome, set constraints, and schedule review gates. Treat it like a junior teammate and give it work, while monitoring so you can review for accuracy. Here’s my do-this-now stack, and how I’d run it with a team ⏬ If you’re a beginner: Start with ChatGPT Agent Mode. Open a new ChatGPT chat and change the dropdown to ‘Agent Mode’. It can plan tasks, execute steps, and return cited outputs for market scans, vendor comparisons, executive briefs, and decision memos. Kick off the job, let it run, WATCH IT RUN, and then review the completion. If you’re more technical or ops-heavy: Use Claude Code when the work requires operating UIs or your computer - clicking through portals, filling forms, wrangling spreadsheets, saving down documents. Expect more upfront setup and ownership, so keep a step-by-step prompt checklist, add automatic reruns for failing steps, and update the checklist only when the site’s labels or paths change. If you’re living in Google Workspace: Turn on Google connectors (Drive, Gmail, Calendar) inside ChatGPT or Claude. Ask the model to find your team’s file, summarize threads, compare document versions, prepare for and schedule meetings, or draft from past emails. This lets your agent pull context and act on it without manual hunting. How to turn this into outcomes in 30 days ⏬ → Twice a week, use Agent Mode to produce a one-page brief with citations and a recommendation on a real business question. Track cycle time and data/citation quality, and, where relevant, use Claude Code to automate in parallel. At the end of the month, you should know where a few agents can tackle real work and have the data to support what to scale. #AIinWork

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Allie K. Miller

#1 Most Followed Voice in AI Business (2M) | Former Amazon, IBM | Fortune 500 AI and Startup Advisor, Public Speaker | @alliekmiller on Instagram, X, TikTok | AI-First Course with 200K+ students - Link in Bio

2w

For extra credit: spin up multiple agent mode tabs or windows and fire off several tasks at once. Extra extra credit: do it in VR with each agent in its own window 🤤

Alison McCauley

2x Bestselling Author, AI Keynote Speaker, Digital Change Expert. I help people navigate AI change to unlock next-level human potential.

2w

And I want to highlight the importance of this: “Target a dedicated workflow or task.” When you are overwhelmed by where to start, break it down. I use a digital whiteboard to map out the steps/components of a work area, and then attack them one by one with this kind of experimentation. Some work well, some need more time, but it helps you make forward progress—and see how that builds over time.

Frank Greco

Senior AI/ML Consultant, Advisor, Technology Strategist, Developer Ecosystem

2w

I respectfully and strongly disagree with your suggestion. Working with agents *without* understanding what non-determinism is, or what a model is and how it works from at least a high level, how to use AI ethically, understanding AI governance infrastructure, and how to incorporate humans in the loop is critical to using AI effectively. Jumping right to agents is a recipe for disaster. Stochastic infra is totally new to the vast majority of enterprises. There is a reason why over 90% of AI projects fail. It’s not the tech… It’s the understanding of the tech.

Carlos V. Roman

Sr. Technical Program Manager | Infrastructure, Multi-Cloud Practitioner, ML/AI, and other IT Modernization | Certified SAFe® 6 SPC, LPM, SA, SDP, POPM, SASM, and SAFe 5 for Government | Certified Cloud Security Alliance

2w

You should have some reservations when using Google connectors (like Google Drive, Gmail, Calendar, or Contacts). The main concerns are privacy, data security, and scope of access. These connectors can provide powerful integrations, but they also mean you’re granting an external system (like ChatGPT) permission to search, retrieve, or process sensitive personal or professional data. Be careful what you share / expose to the internet.

Ashley Gross

AI Strategies to Grow Your Business | Featured in Forbes | AI Consulting, Courses & Keynotes ➤ @theashleygross

2w

AI grows teams faster when you give it clear roles, outcomes, and review gates Allie

David Lobo

Building AI Teammates at Workmate • GTM & Product Leader • B2B SaaS Founder • Wharton MBA

2w

The smaller, tedious tasks add up. Spending time to get these set up to save work down the road is important.

M. Adnan Syed, MSc, MBA

Accelerating Innovation Through R&D Connections, Funding Access & Process Automation

2w

Where is enterprise data privacy in this whole process?

Ann Marie Borgardt

Talent Acquisition Executive | Executive Search| Career Coach| AI-Certified Strategist| +20K Hires |$MM ROI | |I Help People & Companies Amplify Values, Master Strategy & Skills to Become AI-Future Ready

2w

Delegation is level one. The real power is choreography; when agents stop acting like interns and start moving like a team alongside humans.

Annie Youngblood, NBC-HWC

Director, Office of External Learning

2w

I really love the framing around treating AI sort of like a junior teammate. But maybe like a teammate you don't entirely trust. ... Re: your example, in my experience (former journo, former CI, running a small business that utilizes CI and AI), even dossiers generated with deep research in Perplexity or OpenAI have major errors or omissions. Zipline International is a good example -- company name mixed up, missing info that’s actually actionable, etc. Right now I find more value in using AI/agents to help organize and curate than to create. It’s great at structure, but not yet something I’d rely on for facts. Thanks for your leadership in this space!

Skip theory - start assigning tasks to agents today and track what actually works Allie K.

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