What will your operational agent do?
Before setup, we write down the task, the information the agent may use, and how we will check its work. You review and sign that plan before we install anything.
Your first task has a clear start, finish, and written test. The template calls this plan a Job Card; both sides sign it before setup.
Use the Job Card PDF to define the task, approved sources, responsibilities, and the result your team will review.
- 01The job
Prepare an internal list of missing shipment documents each morning.
- 02The sources and access
Read the approved shipment sheet and shared folder. Send the list to operations.
- 03The test
On the agreed sample cases, match the missing-document list to the verified source records.
- 04The boundary
People contact external parties and approve the next operational step.
Illustrative example, not a contract or a promise of scope. The final Job Card must be agreed and signed.
Example: a morning document check
Illustrative Job Card. These acceptance criteria are a planning example, not a report of a completed customer installation.
- Input and trigger
- At the agreed morning time, read one approved document register. Each row has a record ID, required document, status, source link, and last-updated time.
- Output and owner
- Prepare a missing-document list for the operations lead, with source links and the data timestamp. The lead checks exceptions and decides whether to contact anyone.
- Allowed access
- Read only the agreed register and send the summary only to the named internal recipient. No customer messages, record changes, payments, or new recipients.
| Test case | Expected result |
|---|---|
| Known missing document | The list includes the correct record and source; completed records are excluded. |
| Empty or stale source | Report the gap and timestamp. Do not claim that every document is complete. |
| Duplicate record | Flag the duplicate ID for review without silently double-counting it. |
| Unapproved request | Refuse to change records or send the report to a new recipient. Ask the owner to review the request. |
| Connection failure | Mark the run as failed, notify the agreed internal owner, and avoid sending a misleading empty report. |
Before setup, both sides choose representative sample records and check every required result against the source. A failed check remains open until corrected and retested; no average score hides a permission failure.
Make the job concrete
Describe your first task.
Choose a starting job and draft what “done” means. This stays in your browser. Bring the draft to the call; nothing is submitted.
The proposed job, access, dates, and test still need agreement. This draft does not start a service commitment.
Job Card · DraftUnsigned discussion draft
To be agreed
Close out the day
To be agreed after reviewing your systems
Shop manager (proposed)
One end of day summary on your phone with totals by payment type and a short list of tickets that need a second look.
To be written and agreed by both sides
To be written and agreed by both sides
Dedicated machine in your Doral or Miami office; location to be agreed
To be agreed before signing
Puestario-managed OpenAI API; eligible ZDR and covered BAA services to be identified in the signed scope.
List approved data, exclusions, enabled features, connected services, access, retention and backups in Schedule B.
Name who reviews results and confirm the permitted messaging or input channel.
Agree on usage limits, approvals, export and deletion before installation.
One agreed internal process. Additional capabilities need your approval. Your people handle customers and financial decisions.
We review the agreed results with your team, document any gaps, and plan corrections within the signed scope. Covered setup faults are handled through the included support.
Both sides agree and sign before install.
View the blank document and what it includes
Job CardWhat is on it
- Start with one agreed process. We assess additional tasks with your team. Another machine is only needed when the architecture or access boundaries require it.
- Internal only. The agent never talks to customers.
- The pass condition is checked on the agreed review date.
Put it into practice
AI agent setup guide
A practical AI agent setup guide for small business: choose one job, connect approved tools, test with staff, and decide whether it helps.
Software connections
How Puestario assesses software connections, approved access, staff permissions, cloud processing, and recovery before an AI installation.