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🔧 When to Use AI Automation

AI automation is perfect for repeatable, rule-based workflows — think of it like a smart assistant following a checklist.

Use AI automation when:

• The task has a clear trigger, defined goal, and known steps (e.g., send follow-up email after demo).
• The mistakes are low cost if something goes wrong.
• The task is a bottleneck but doesn’t require deep thinking (e.g., sorting inbound leads, tagging CRM fields).
• The required context is spread across tools, and you want to unify it fast (e.g., pulling meeting data from calendar + CRM).
• It’s a task you’d comfortably give to an intern, not a senior hire.

🧠 When You Need an AI Agent

AI agents shine where adaptability, decision-making, and reasoning are required.

Use an AI agent when:

• The playbook changes frequently (e.g., targeting strategies that evolve week to week).
• There are multiple use cases or edge cases to cover (e.g., handling different lead sources like cold leads, events, trials).
• The task involves dynamic back-and-forth (e.g., qualifying leads in a Slack convo or sales discovery in real time).
• The task requires interpreting context, making decisions, or stitching insights from multiple places.