Free guide · For owners, leaders and teams

The AI Mix.

What your business actually needs, and how the pieces work together. A practical guide for anyone planning their next move with AI.

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InboxMon 09:07

Quote needed by lunchtime

Hi, can you quote for the items in the attached photo? Prices as per your old price list attached. We'd need delivery by next Friday — please confirm the quote today.

Every highlight is a different kind of AI problem:
  1. Read an image
  2. Find the current truth
  3. Investigate
  4. Requires authority

It is 9.07 on Monday morning. A customer wants a quote by lunchtime. Their email contains a photograph, an old price list and a request for a delivery date nobody has confirmed.

Your team needs to understand the request, check the account, find the right product, confirm stock, calculate a price and respond. Where should AI help?

Writing the email is one possibility. Reading the attachments is another. Investigating alternatives when stock is unavailable is a different challenge again. Sending a binding quote introduces a question of authority.

This is where a useful business conversation about AI begins: with a piece of work and the decisions it contains.

The central ideaMatch the amount of AI autonomy to the uncertainty of the task and the consequences of getting it wrong.
Try the central idea

Match autonomy to the task.

Pick how predictable the work is and what a mistake would cost. The suggestion below is a starting point for a conversation, not a substitute for testing with your own cases.

How uncertain is the task?
What happens if it gets it wrong?
SUGGESTED STARTING POINTPREPARE FOR REVIEW

Workflow + assistant

Automate the normal route and give a person an assistant for the exceptions, so judgement stays with someone accountable.

ReadRecommendPrepareAct within limits
In the quote example

Draft replies to enquiries with missing details. The salesperson checks and sends.

01

Meet the pieces

The language of AI mixes together products, capabilities and technical plumbing. These are the distinctions that matter when deciding what to invest in.

PiecePlain-English meaningBusiness use
ModelsThe engines that interpret inputs and generate outputsRead, write, classify, reason, interpret images or process speech
Assistants and copilotsAI that helps a person complete workDraft a proposal, explain a report or prepare for a meeting
AI-powered workflowsA defined sequence with AI used at selected stepsExtract invoice details, validate them and route exceptions
AgentsSystems that use a model to choose steps and tools towards a goalInvestigate a delivery problem across several systems
Sub-agentsAgents given bounded tasks by another agentResearch separate suppliers before a lead agent compares the findings
APIs, connectors and MCPInterfaces through which software accesses information and actionsRetrieve an order or create a ticket
Retrieval and business knowledgeWays to supply relevant company information at the point of useFind the current policy before answering a question
Predictive AI and optimisationMethods for forecasting, scoring and allocating resourcesForecast demand or improve delivery schedules
Controls and operationsThe mechanisms that make the system accountable and maintainablePermissions, approvals, evaluations, logs and recovery

These pieces can arrive inside software you already use. You do not need to purchase a separate platform for every row.

02

Assistants: give people a useful head start

An assistant helps a person work. The person supplies direction, examines the result and decides what happens next.

In our customer enquiry, an assistant could summarise the request, identify missing information and draft a reply. A salesperson checks the commercial details before sending it.

This is a useful starting point for work that involves writing, reading or analysis, particularly while a team is learning where AI performs well.

10 secondsto draftis less impressive if it takes20 minutesto correct

The important measure is the time and effort required to reach an acceptable result.

03

Workflows: make repeatable work repeatable

A workflow follows a route designed in advance. AI can handle flexible inputs within that route. For a straightforward quote request, the process might be:

  1. AIExtract the requested product and quantity.
  2. SoftwareCheck that the required details are present.
  3. SoftwareRetrieve the approved price and stock position.
  4. SoftwareCalculate the quote using business rules.
  5. PersonSend it to the salesperson for approval.

The model interprets the email. Ordinary software performs the calculation. A person approves the commitment.

That division matters. Clear rules, exact calculations and database updates often belong in conventional software even when AI is part of the surrounding process.

04

Agents: handle the investigation

An agent becomes useful when the next step depends on what it discovers.

Suppose the requested product is unavailable. The system may need to check alternative products, compare specifications, inspect previous purchases and identify which unanswered question to take back to the customer.

An agent can choose among those steps within its instructions and permissions. Its design needs more than a goal: it needs suitable tools, reliable context, limits and a stopping condition.

Bounded assignment“Find a suitable alternative and explain the trade-offs.”
Too much undefined“Manage sales.”

For every agent, specify

  • What result it owns.
  • Which information it can read and which actions it can take.
  • How success will be checked.
  • When it must stop or ask for help.
  • Who is responsible when the task fails.
05

Sub-agents: delegate only when delegation earns its keep

Imagine a complex tender involving several product categories and countries. A lead agent could delegate separate research tasks, then combine the findings into a recommendation.

That can help when the work is independently researchable or benefits from distinct expertise. It also creates additional work: assignments must be clear, findings must be reconciled and contradictions must be resolved.

Three agents agreeing does not establish that an answer is correct. They may share the same missing information or mistaken assumption.

Start by testing whether one agent with well-designed tools can complete the job. Add sub-agents when they produce a measurable improvement in quality, speed or manageable task scope.

Separate agents also need separately enforced access controls if their permissions are meant to differ. A role description alone is not an access boundary.

06

MCP: connect the intelligence to the business

MCP stands for Model Context Protocol. It provides a standard way for AI applications to access exposed tools, resources and reusable prompts.

AI application
MCP server
  • look up customer
  • check stock
  • create draft quote
Existing business APIs

In our example, an MCP server could make capabilities such as “look up customer”, “check stock” and “create draft quote” available to an AI application. Those capabilities may use existing business APIs underneath.

MCP is one connection option alongside native integrations and direct APIs. Its usefulness depends on the systems and applications you need to connect. The business questions remain concrete:

  • Which actions are exposed?
  • Whose identity is used?
  • What information is returned?
  • Where are permissions enforced?

A connection makes an action available. The surrounding system determines whether that action is appropriate and authorised.

07

Give AI the right knowledge, and a reliable record of progress

A model's general knowledge does not establish your current prices, customer terms or latest operating procedures.

Retrieval (RAG)

Find the current truth

Retrieval supplies relevant information when it is needed, such as an approved product specification before drafting a response. Its usefulness depends on document quality, freshness and access permissions. If three conflicting price lists exist, the business needs to identify which is authoritative.

State

Know what has already happened

Longer tasks need a reliable record of what has happened, what remains and which actions have succeeded. After a connection failure, the system should be able to establish whether a quote was created before trying again.

Treat “memory” as a design decision. Decide what is retained, for how long, who can access it and how mistakes are corrected.

08

Keep forecasting and optimisation in the picture

Generative AI is only part of the business AI mix. A business may also need demand forecasting, fraud detection, recommendations, visual inspection or scheduling optimisation. Those needs may be better served by statistical models, specialist machine learning or optimisation software.

ForecastingEstimates future demand for the product.
OptimisationHelps allocate scarce stock.
Language modelExplains the resulting options to a salesperson.

Different methods can work together. The method should follow the problem.

09

Choose authority deliberately

Reading a record, suggesting a decision and executing a transaction carry different consequences.

  1. ReadRetrieve and summarise informationExplain an order's status
  2. RecommendPropose a next stepSuggest an alternative product
  3. PrepareCreate something for reviewSave a draft quote
  4. Act within limitsExecute an approved class of actionUpdate a permitted internal field
  5. EscalateRefer cases outside its authorityRequest approval for unusual discounts

Choose authority per action. Avoid giving a whole agent unrestricted access merely because some of its tasks are routine.

Test with realistic cases, including missing data, conflicting instructions and unavailable systems. Monitor the outcomes after launch, and maintain a practical way to pause the system or hand work to a person.

10

Build the business case around completed work

Begin with one process that has a clear owner, a measurable problem and accessible information. Record the starting position, then compare the AI-assisted process using the same measures:

  • Volume
  • Handling time
  • Waiting time
  • Error rate
  • Current cost

Include human review, rework, integrations and maintenance in the cost. Distinguish time released from cash saved: capacity only becomes a financial saving when it changes spending, or creates value when it is put to productive use.

For the quote process, useful measures include time to an approved quote, accuracy of pricing, staff handling time and the proportion of requests requiring correction.

A suggested rollout sequence

  1. Understand

    Map the process and measure its baseline

    Before proceeding: Is the problem worth solving?
  2. Trial

    Test on representative examples in a controlled setting

    Before proceeding: Is quality acceptable, including exceptions?
  3. Pilot

    Use with a limited team and defined approvals

    Before proceeding: Does it improve the complete process?
  4. Expand

    Increase scope while monitoring outcomes

    Before proceeding: Can the business support it reliably?

This is a sequence of decisions, not a promise about implementation time.

Buy capabilities that meet ordinary needs within existing software where possible. Consider custom development when the process is distinctive enough to justify the integration and maintenance effort.

The supplier test

Before committing, ask for a demonstration using a messy case from your own process. Include:

  • An outdated attachment
  • Missing information
  • An action that requires approval

Observe what the system does when it cannot confidently finish.

11

Your next move

Return to that Monday morning enquiry. Decide which parts require language understanding, which follow fixed rules, which require investigation and which carry commercial authority. That gives you a practical AI mix:

An assistantfor the salesperson
A workflowfor standard quotes
An agentfor unusual investigations
Connectionsto business systems
Approval boundariesfor commercial authority

Add sub-agents if the investigation becomes complex enough to justify them.

Choose one valuable piece of work. Define what good looks like. Give AI the tools and authority it needs to complete that work, and measure the result.

Where I can help

Work out your own mix.

If you have a process in mind, these are the most common starting points.

Decide

Project viability review

Test an AI idea or pilot against value, data, operating cost and risk before committing more budget.

Explore the review ↗
Choose

Tools and architecture advice

Compare assistants, workflows, agents, providers and connection options against your systems and budget.

Explore the advice ↗
Build

AI features and automation

Build a bounded workflow or agent with evaluation, approvals and cost controls designed in.

Explore development ↗
Work with me

Have a Monday-morning process of your own?

Tell me about the work and the decisions it contains. You and I can work out which parts AI should handle, and with how much authority. Start with a 30-minute call with me.

Book a call with me ↗