Operating Agent Starter Checklist
Use this checklist to decide what your AI operating agent should work on first.
Best use: fill this before using the agent. It keeps the first session focused on one useful business decision.
What it helps you prepare
Messy area
Tools, CRM, leads, workflow, reporting, weekly review or source of truth.
Owner
Who owns this today, or whether nobody does.
Agent output
Tool audit, workflow map, automation score, follow-up plan, weekly review or SOP.