90 days, structured. From the first audit to a production multi-agent setup. This Notion template contains every task, milestone, ownership assignment and review point we use internally for every client project.
The timeline isn't set in stone — some setups go into production after 60 days, others need 120. But the order of the phases stays the same, and any attempt to skip one leads right back to the start.
Stock-take: where do the hours go? Which processes are candidates? Output by the end of the week: three prioritized agent use cases with an ROI estimate.
From use case to a concrete plan. Which tools? Which data sources? Which escalation paths? Output: an implementation doc with every architecture decision.
The agent is running, but NOT on real customer data. Synthetic or historical data. Iteration in short loops. Output: a stable V1 that correctly resolves 80%+ of test cases.
The agent goes live, but with active supervision. Every output is reviewed before it goes out. Goal: build trust — from both the human and the stakeholders.
Reviews become less frequent. Auto-approval for clear categories, escalation only when there's uncertainty. Output by the end: the agent runs autonomously in 80%+ of cases.
The first agent is running. Don't build a second agent now — harden the first one instead. Iterate on edge cases, performance, cost. Output: a robust V1 with a 6+ month lifespan.
Only now — once Agent 1 is stable — does work on Agent 2 begin. With the learnings from Setup 1, it goes twice as fast. Output: a 2-agent stack + a multi-quarter roadmap.
Don't skip a phase — no matter how tempting. We've seen it across 150+ setups: skip the audit, and you fail in phase 3. Skip the sandbox, and you fail at the first live edge case. Skip stabilization, and in 6 months you have two half-finished agents instead of one whole one. The order is not a suggestion.
Included in the template: an ownership matrix with eight roles. Here's a shortened overview of the most important ones:
Click the button — the Notion template is duplicated into your workspace. Including all 47 tasks, the ownership matrix and the risk register templates.
Duplicate Template →