Your First AI Teammate

By Angela Aurora · Corporate Big Sis field guide · Free to read and share with attribution

01 / An assistant versus an agent

A chat assistant responds to a request. An agent-style workflow may take multiple steps using tools or information. Either way, you define the goal, permissions, and review points.

02 / A safe first experiment

Use a fictional meeting agenda: ask AI to turn bullet points into a structured agenda, identify missing decisions, and draft follow-up questions.

03 / A prompt you can adapt

“You are helping me prepare a meeting agenda. Use only the nonconfidential notes below. Group items by decision needed, propose a time box, and list unanswered questions. Do not invent facts. Ask me if anything is unclear.”

04 / Keep a human in the loop

Review every factual statement, remove anything sensitive, and decide what gets shared. Do not automate external actions without appropriate approval.

The idea, at a glance