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Tools & agent blueprints

Start with the business job, not a wall of logos. Explore independent resources alongside practical tool guidance. Agent blueprints are examples, not connected services.

External resources

AI discovery, practical learning and digital product marketplaces.

Discovery

Futurepedia

Discover AI tools by task and explore educational content about using AI. Check individual listings and any commercial disclosures before choosing a tool.

Visit Futurepedia
Discovery

Future Tools

A curated AI tool directory alongside creator-led content. Useful for finding options to investigate; listings and content may include affiliate links or sponsorships.

Visit Future Tools
Marketplace

AppSumo

A marketplace for software and digital products aimed at entrepreneurs. Compare deal limits, renewal terms, support and refund conditions before buying.

Visit AppSumo
Marketplace

Gumroad

A platform for creators selling digital products and memberships, including templates and courses. Useful for exploring products or considering how to sell your own.

Visit Gumroad
Learning

HubSpot business templates

Business templates and planning resources you can adapt to your offer, sales process and day-to-day operations.

Visit HubSpot business templates
Learning

Grow with Google

AI training and task-based guidance for small businesses. Explore practical ways to apply AI to everyday business work.

Visit Grow with Google
Discovery

Zapier AI workflows

Workflow examples for connecting AI with business tools. Use them as starting points after defining your inputs, approvals and manual fallback.

Visit Zapier AI workflows
Discovery

Make templates

Automation templates spanning common business apps and tasks. Check the required connections and running costs before adapting a workflow.

Visit Make templates
Discovery

Make AI agents library

AI agent examples for exploring possible workflows. Define clear permissions and human approval points before connecting an agent to real work.

Visit Make AI agents library
Learning

AI for Work

Browse department-based AI resources for business tasks. Adapt prompts to your context and review outputs rather than treating them as finished advice.

Visit AI for Work
Discovery

AI Work+

An additional AI work resource referenced in the original brief. Explore its current offering and assess relevance to your own business tasks.

Visit AI Work+
Learning

Horizon playbook

A playbook referenced in the original brief for exploring AI and business practice. Use it as an additional perspective alongside your own evidence.

Visit Horizon playbook
Learning

SBA business counselling

US Small Business Administration counselling and support resources. Useful for US businesses; local services and requirements differ outside the United States.

Visit SBA business counselling

Independent third-party websites, not TechGuide.ai partners or endorsements. Some feature paid products, affiliate links or sponsored listings. Check current pricing, terms and data policies before signing up or buying.

Choose tools by the business job

Research

Minimum capability: Prepare questions and organise evidence.

Existing-tool or manual option: A document or spreadsheet with source references.

Check data permissions, export options, recurring costs and who reviews the result before adopting a tool.

Writing & review

Minimum capability: Draft and compare text with an accountable reviewer.

Existing-tool or manual option: An existing document editor; manual drafting is enough.

Check data permissions, export options, recurring costs and who reviews the result before adopting a tool.

Design & website

Minimum capability: Make the approved message readable and accessible.

Existing-tool or manual option: Your existing website and design tools.

Check data permissions, export options, recurring costs and who reviews the result before adopting a tool.

CRM & scheduling

Minimum capability: Keep owners, stages and next-action dates visible.

Existing-tool or manual option: A shared spreadsheet and calendar can be sufficient.

Check data permissions, export options, recurring costs and who reviews the result before adopting a tool.

Project work & knowledge

Minimum capability: Store approved instructions and track handoffs.

Existing-tool or manual option: A shared index and a current task checklist.

Check data permissions, export options, recurring costs and who reviews the result before adopting a tool.

Accounting handoff

Minimum capability: Pass approved milestone evidence to finance.

Existing-tool or manual option: Your established accounting process with human review.

Check data permissions, export options, recurring costs and who reviews the result before adopting a tool.

Automation & monitoring

Minimum capability: Test one stable bounded task and catch exceptions.

Existing-tool or manual option: Run the checklist manually before connecting systems.

Check data permissions, export options, recurring costs and who reviews the result before adopting a tool.

Agent design examples

Blueprint only — not connected or running.

Design example · Not running

Enquiry triage assistant

PILOT ongoing with tool Lovable

Authorised enquiry → category, missing facts, draft reply

Review boundary: Person approves reply and CRM changes

View full blueprint
# Enquiry triage assistant

PILOT ongoing with tool Lovable

Design example — not connected or running.
Goal / proposed flow: Authorised enquiry → category, missing facts, draft reply
Owner: [assign]
Trigger: [define]
Allowed inputs: authorised source material only
Source permissions: preserve existing access
Permitted tools/actions: drafting only until explicitly scoped
Prohibited actions: autonomous sending, contracts, pricing or payments
Output schema: source-linked draft with missing facts
Approval point: Person approves reply and CRM changes
Exceptions: escalate to owner
Cost ceiling: [define]
Test cases: representative normal and exception cases
Audit record: source, version, reviewer and decision
Stop switch: owner can disable immediately
Manual fallback: use existing reviewed process
Design example · Not running

Proposal preparation assistant

PILOT ongoing with tool Lovable

Approved discovery notes + offer facts → proposal draft

Review boundary: Person approves scope, price and commitments

View full blueprint
# Proposal preparation assistant

PILOT ongoing with tool Lovable

Design example — not connected or running.
Goal / proposed flow: Approved discovery notes + offer facts → proposal draft
Owner: [assign]
Trigger: [define]
Allowed inputs: authorised source material only
Source permissions: preserve existing access
Permitted tools/actions: drafting only until explicitly scoped
Prohibited actions: autonomous sending, contracts, pricing or payments
Output schema: source-linked draft with missing facts
Approval point: Person approves scope, price and commitments
Exceptions: escalate to owner
Cost ceiling: [define]
Test cases: representative normal and exception cases
Audit record: source, version, reviewer and decision
Stop switch: owner can disable immediately
Manual fallback: use existing reviewed process
Design example · Not running

Delivery status assistant

PILOT ongoing with tool Lovable

Approved project records → status draft and inconsistencies

Review boundary: Project owner checks accuracy before sharing

View full blueprint
# Delivery status assistant

PILOT ongoing with tool Lovable

Design example — not connected or running.
Goal / proposed flow: Approved project records → status draft and inconsistencies
Owner: [assign]
Trigger: [define]
Allowed inputs: authorised source material only
Source permissions: preserve existing access
Permitted tools/actions: drafting only until explicitly scoped
Prohibited actions: autonomous sending, contracts, pricing or payments
Output schema: source-linked draft with missing facts
Approval point: Project owner checks accuracy before sharing
Exceptions: escalate to owner
Cost ceiling: [define]
Test cases: representative normal and exception cases
Audit record: source, version, reviewer and decision
Stop switch: owner can disable immediately
Manual fallback: use existing reviewed process
Design example · Not running

Knowledge assistant

PILOT ongoing with tool Lovable

Approved documents → answer with source references

Review boundary: Refuse unsupported answers; preserve source permissions

View full blueprint
# Knowledge assistant

PILOT ongoing with tool Lovable

Design example — not connected or running.
Goal / proposed flow: Approved documents → answer with source references
Owner: [assign]
Trigger: [define]
Allowed inputs: authorised source material only
Source permissions: preserve existing access
Permitted tools/actions: drafting only until explicitly scoped
Prohibited actions: autonomous sending, contracts, pricing or payments
Output schema: source-linked draft with missing facts
Approval point: Refuse unsupported answers; preserve source permissions
Exceptions: escalate to owner
Cost ceiling: [define]
Test cases: representative normal and exception cases
Audit record: source, version, reviewer and decision
Stop switch: owner can disable immediately
Manual fallback: use existing reviewed process
Design example · Not running

Feedback analysis assistant

PILOT ongoing with tool Lovable

Authorised feedback → evidence-linked themes

Review boundary: Person validates conclusions and customer actions

View full blueprint
# Feedback analysis assistant

PILOT ongoing with tool Lovable

Design example — not connected or running.
Goal / proposed flow: Authorised feedback → evidence-linked themes
Owner: [assign]
Trigger: [define]
Allowed inputs: authorised source material only
Source permissions: preserve existing access
Permitted tools/actions: drafting only until explicitly scoped
Prohibited actions: autonomous sending, contracts, pricing or payments
Output schema: source-linked draft with missing facts
Approval point: Person validates conclusions and customer actions
Exceptions: escalate to owner
Cost ceiling: [define]
Test cases: representative normal and exception cases
Audit record: source, version, reviewer and decision
Stop switch: owner can disable immediately
Manual fallback: use existing reviewed process
Design example · Not running

Invoice preparation assistant

PILOT ongoing with tool Lovable

Approved milestone records → invoice-preparation checklist

Review boundary: Finance owner checks figures and authorises dispatch

View full blueprint
# Invoice preparation assistant

PILOT ongoing with tool Lovable

Design example — not connected or running.
Goal / proposed flow: Approved milestone records → invoice-preparation checklist
Owner: [assign]
Trigger: [define]
Allowed inputs: authorised source material only
Source permissions: preserve existing access
Permitted tools/actions: drafting only until explicitly scoped
Prohibited actions: autonomous sending, contracts, pricing or payments
Output schema: source-linked draft with missing facts
Approval point: Finance owner checks figures and authorises dispatch
Exceptions: escalate to owner
Cost ceiling: [define]
Test cases: representative normal and exception cases
Audit record: source, version, reviewer and decision
Stop switch: owner can disable immediately
Manual fallback: use existing reviewed process