Start with the work.
Before choosing an automation, make clear where it would fit, why it matters, and what work would remain for your team.
Guided comparisons planned. Current capabilities are explained below.
The same quotes. The same expectations.
People prepare
Gather details
Prepare a draft
Check and approve
Handle exceptions
Automation assists
Set up and maintain
Generate a draft
Review and approve
Handle exceptions
A planning example. No agent runs here.
What would automating quote preparation really change?
Preparing a draft is one part of a quote. Someone may still need to check specifications, handle exceptions and approve the result. Put those steps in the same conversation as setup and subscription costs.
Compare comparable work.
Use the same number of quotes, the same period, and the same expectations for quality and turnaround. Include oversight and remaining human effort so each option answers the same question.
Plan the role of an agent.
A process can carry an Agent context today. Guided comparisons are planned. Ursa Major helps describe the arrangement; it does not run agents or automations, or recommend which option to choose.
Start with one canvas.
Bring a question about your business. Make the work visible.
In testing, by invitation.