How to build agentic workflows for business

A guide designed for business professionals

Includes workbook with practical exercises

Most people use AI as a chat tool. They open a window, ask a question, get an answer, and move on. It’s a manual way of working, often involving copy-pasting text or code between the LLM and other systems. That already saves time, but is not yet a new way of working.

The promise of AI agents is that they can act with a level of autonomy and handle tasks directly, instead of humans manually moving information around.

Instead of treating AI like a helpful chatbot, you start treating it like a virtual coworker that can follow instructions, work through your material, use tools, and help move your work forward across multiple steps.

This guide is for business professionals who want to take advantage of this agentic shift in their work without having to become technical specialists.

Recordly book of building agentic workflows for business 2026
 

 

What you'll learn

  • Understand the difference between AI chat and agentic workflows
  • Identify which parts of your work are suitable to hand over to an AI agent
  • Write effective instructions for AI using roles, structure, and boundaries (system prompts)
  • Use skills in a practical way
  • Set guardrails that reduce risk and improve consistency
  • Collaborate more effectively with technical teams
  • Get started with your first agentic workflow as a business professional.

 

Who this guide is for

We designed this guide for:

  • business professionals
  • consultants
  • marketers
  • project managers
  • sales teams
  • operations teams
  • business leaders
  • anyone interested in practical AI adoption at work

What’s inside

30-page practical guide and workbook

Including:

  • Examples
  • Practical frameworks
  • Workbook exercises
  • System prompt examples
  • Reusable workflow thinking
  • Guidance for collaborating with AI agents in your work environment

Preview

Recordly book of building agentic workflows for business A practical guide & workbook for business professionals - 052026 (5)

 

With our best tips, you can start practicing agentic ways of working already today

Recordly book of building agentic workflows for business A practical guide & workbook for business professionals - 052026 (7)

 

Many examples of business tasks you can improve with the help of agentic AI

Recordly book of building agentic workflows for business A practical guide & workbook for business professionals - 052026

 

Apply the concepts directly to your own work with practical exercises

Do you want to accelerate the agentic shift in your organization?

The most effective way to get started with agentic AI is to do it together. Recordly works with teams to move from individual AI use to structured agentic workflows. 

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