Start with the handoff.

A customer tells someone in sales about a problem. Sales summarizes it for product. Product turns it into a request for engineering. By the time someone starts building, the original situation may have disappeared.

Every handoff asks a person to compress what they know into what the next person needs. That compression is useful. It also loses things: the reason a request matters, the workaround a customer already tried, or the constraint that makes an obvious solution impractical.

This is where I would start when considering an agent workflow. Pick one recurring handoff. Follow a real request through it. Write down what each person receives, what they have to look up, and what they pass along.

The resulting map gives the agent a concrete job. It might gather the original evidence, connect a request to an existing decision, or prepare a summary with the unanswered questions still visible. Each of those jobs has an identifiable reader and a moment when the output is useful.

The review step matters just as much. A person should be able to see the source, correct the interpretation, and decide whether the request deserves action. A polished summary without that path can simply move an error faster.

Start small enough to inspect the whole loop. Does the next person spend less time reconstructing the situation? Do fewer important details disappear? Those questions are a useful starting point for deciding whether the agent is helping.