Agent Workflows

What an AI agent actually is.

Most AI forgets who you are every time you open it. So people try it once and go back to doing the work by hand.

An agent is different. It is a folder of plain files, and we write them for your business.

Below is every file we put in one, what it does, and why it is there. Nothing is held back. If you want to build this yourself, you have enough here to start.

Agent Workflows

Set the goal. We’ll put AI to work on it.

An agent is an AI helper set up to do a specific job for your business. It uses your information and instructions, starts when you choose, and follows rules for what it can do automatically and what needs your team’s approval.

Pick a goal

Illustrative example

Requests come in.

  1. Friday

    Lead inquiry form Awaiting reply

    4 inquiries

    2:15 p.m.
    Name
    Alex
    Your request
    Is next Friday at 2 p.m. available?
  2. Saturday

    Lead inquiry form Awaiting reply

    5 inquiries

    9:40 p.m.
    Name
    Jordan
    Your request
    Could I book a time next week?
  3. Sunday

    Lead inquiry form Awaiting reply

    3 inquiries

    6:20 p.m.
    Name
    Taylor
    Your request
    Do you have anything after 3 p.m.?

Every morning, your agent checks open times and emails options.

Every day

8 a.m.

  1. Check inbox
  2. Gather details
  3. Check times
  4. Email options

It checks its work, follows your rules, and flags anything unclear.

You confirm the booking.

Friday: 3 pm or 5 pm? Inbox

Bookingsto Alex⌄
8:05 a.m.

bookings@yourcompany.example

Hi Alex,

Thanks for reaching out. Friday at 2 pm is already booked, but we have two openings later that day:

  • Friday at 3 pm
  • Friday at 5 pm

Which works better? Just reply with the time. If neither fits, no worries, send us one that does.

Neither time is held yet. Once you reply, Maria will confirm your spot.

Talk soon,
Your Company

Alexto Bookings⌄
8:17 a.m.

3 pm is perfect. Thanks for fitting me in!

00

How the three fit together.

An agent that already knows your company, your product, and your tools runs the complicated, repeating work on a schedule. That gives your people their hours back — so they spend them on quality instead of volume, which is how you win trust and build credibility.

Your agents work in your projects, using your skills. All of it routes to human approval.

Your agents

Who does the work.

  • Marketing agent
  • Support agent
  • Sales agent

Your projects

Where the work lives.

  • Brand profile
  • Customer accounts
  • Forecasting

Your skills

How it gets done, every time.

  • Draft the social post
  • Draft the reply
  • Write the weekly report

Routes to human approvalNothing goes out until you say yes.

01

The whole shape, on one screen.

One agent, one skill, one project, and every file in each. The lists below say what each file is for.

One agent, one skill, one project. Every file. It is a lot — and building it is exactly what you would be hiring us for.

  1. your-business/
  2. ├── agents/
  3. │ └── sales-agent/
  4. │ ├── Memory.mdit remembers your business
  5. │ ├── Learner.mdit fixes its own mistakes
  6. │ ├── Principles.mdit will not break your rules
  7. │ ├── Agent.md
  8. │ ├── README.md
  9. │ ├── Identity.md
  10. │ ├── Purpose.md
  11. │ ├── Soul.md
  12. │ ├── Heartbeat.md
  13. │ └── evals/criteria.md
  14. ├── skills/
  15. │ └── write-the-weekly-report/
  16. │ ├── SKILL.md
  17. │ ├── evals/criteria.md
  18. │ ├── learner.md
  19. │ ├── agents/
  20. │ ├── references/only when the job needs it
  21. │ ├── scripts/only when the job needs it
  22. │ └── assets/only when the job needs it
  23. └── projects/
  24. └── new-business/
  25. ├── project.md
  26. ├── README.md
  27. ├── AGENTS.md
  28. ├── links.md
  29. ├── memory/
  30. ├── learning/
  31. └── receipts/

02

Inside one agent

An agent is a folder, not a chat window. These ten files are what turn a general-purpose AI into one that knows your business, keeps its promises, and gets better instead of drifting. Every one of the 56 agents we run has all ten.

  • Agent.mdWhat it does all day.
  • README.mdHow to start it up.
  • Identity.mdWho it is.
  • Purpose.mdWhy it exists.
  • Soul.mdHow it talks.
  • Principles.mdRules it will not break.
  • Memory.mdWhat it remembers about you.
  • Learner.mdMistakes it already fixed.
  • Heartbeat.mdWhat it checks on a schedule.
  • evals/criteria.mdHow we grade its work.

The same folder, in plain words

Instructions
The job description.
Rules
What it never does, and what needs a person's yes.
Memory
It remembers your business.
Learning
It fixes its own mistakes.
Checklists
Quality checks before anything ships.
Tools
It can act in your systems: web browsing, and computer use. It uses your computer the way a person would.
Routines
It runs on its own at set times.
Sign-off
A person approves before anything goes out.

03

Inside one skill

A skill is one job done the same way every time — write the weekly report, screen a candidate, close the books. It is a much smaller folder than an agent on purpose, so a new one is cheap to add. We run 155 of them across 8 categories, and agents reach for them as needed.

  • SKILL.mdWhat the job is, and when to use it.
  • evals/criteria.mdHow we grade the result.
  • learner.mdMistakes already fixed.
  • agents/Which agents may run it.

When the job needs it

  • references/Source material it has to get right.
  • scripts/Code it runs instead of guessing.
  • assets/Templates and files it works from.

04

Inside one project

A project is where a body of work lives — the goal, the decisions, the receipts. This is the part most teams skip, and it is why their AI work cannot be picked up by anyone else six weeks later.

  • project.mdWhat we are building.
  • README.mdHow to pick it up cold.
  • AGENTS.mdWhich agents work on it.
  • links.mdEvery doc and tool it touches.
  • memory/What the project already knows.
  • learning/What went wrong, and the fix.
  • receipts/Proof of every run.

05

Runs where your team already works

These are plain text files, so they are not tied to any one assistant. The same folder works in ChatGPT, Claude, and Gemini — which means switching later costs you nothing, and nobody can raise a price on work you already own.

  • ChatGPT
  • Claude
  • Gemini

Want this built for your team?

We run 56 agents and 155 skills inside our own business. This is how every one of them is built.

Talk to us about your setup
What an AI agent actually is | Sato Systems