Consulting Practice
Coordinate proposal preparation
Research, document retrieval, drafting, and review are separate tasks that need traceable handoffs.
Agent orchestration
Free Canadian small business workbook
Agent Orchestration Blueprint
Design agentic workflows around triggers, tools, approvals, handoffs, observability, and recovery.
7 pages · PDF workbook · No email required
Preview the complete PDF All 7 pages · Free to explore
Scroll through the full workbook below. Download the PDF for selectable text, printing and your own working copy.
What’s inside
A working guide
for a real decision.
Design agentic workflows around triggers, tools, approvals, handoffs, observability, and recovery. Use this guide to make the operating choice explicit, test it with evidence, and record who owns the next decision.
Who this is for
Teams planning agent workflows beyond a chat interface.
Bring the people who own the work
Include the workflow owner, a person who performs the work, a reviewer with authority to approve or stop it, and the relevant data or tool owner.
Includes an explainer, working worksheet, three illustrative examples and practical considerations. This is a planning PDF, not prebuilt automation software.
Use it with your own work
Five questions
to work through.
Choose one workflow. Record enough context to support a decision, then use the worksheet to name the owner, evidence and next review.
Scope
What is in and out of scope for agent orchestration blueprint?
Information
Which approved sources and permissions are required?
Authority
Who can review, approve, override, or stop this work?
Failure
What happens when evidence, quality, tools, or ownership fail?
Proof
What result would justify continuing or expanding?
Illustrative examples from the workbook
Where this becomes practical.
Independent Retailer
Coordinate reorder support
Sales checks and supplier lookups should inform an order recommendation without allowing an agent to purchase autonomously.
Accounting Practice
Coordinate review packets
Retrieval, calculations, commentary, and approval must stay distinct so figures can be checked.
- AI-supported role
- Route bounded tasks through approved tools, record handoffs, and stop when permissions or evidence fail.
- Human authority
- The workflow owner controls tool authority, approvals, exceptions, and external actions.
- What to measure
- Count successful handoffs, tool failures, approval latency, and actions without complete receipts.
Illustrative scenarios, not client results or a promise of performance. The workbook includes additional case-specific prompts.
A useful first step
Use the workbook.
Bring us the next question.
Download and use it without booking a call. If you want help applying it, email Chris with the workflow you’re considering and what you want to improve.
Discuss your workflowFurther reading in the library
General operational guidance only. These resources are not legal, privacy, cybersecurity or regulatory advice.