Momentum AI Institute
Keyword: AUTOMATEAI AgentsFree guide

Run one real task through this before you build anything.

Agent or Automation? Decision Checklist

A short checklist that tells you whether a task needs a plain automation, an AI workflow or an agent. Start with one real example, answer one question, tick the signs, check cost and failure, then pick the lowest level that works.

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PDF, 9 pages, 0.40 MB

Pages
9
File
PDF, 0.40 MB
Last checked
October 21, 2026
Cover of Agent or Automation? Decision Checklist

First pages of the PDF

take a look...

What is inside

  • Step 0: pick one real example from last week, not the general idea of the task
  • The one question: can you write a rule that decides what happens next, and is it right every time
  • Automation signs and agent signs you can tick off
  • Try the middle first: an AI workflow where AI does one job inside fixed steps
  • Cost and failure check, including who checks the output before anything goes out
  • The ladder, a task worksheet and a BRIEF prompt to decide with AI

is this for you...

Who it is for

  • Business owners deciding what to automate first
  • Beginners who hear about AI agents and want to know if they need one
  • Anyone about to build in Zapier or Make

Before you rely on this

Have a person review AI output before money moves, a record changes or a customer is told something. Educational content, not financial or legal advice.

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