Malipo Popote Solutions — When should you use an AI agent instead of rules automation?
Reviewed: 2026-10-15

Planning worksheet. Examples are illustrative, not deployed client results.

Use rules for predictable decisions with explicit inputs. Consider AI for interpreting variable documents or language, with evaluation and permission boundaries. An agent that can choose actions needs tighter controls than a system that only drafts a response.

[ ] Define one bounded task and a non-AI baseline.
[ ] Prepare representative normal, ambiguous and adversarial cases.
[ ] Set correctness, escalation, latency and cost criteria before testing.
[ ] Verify permissions and approval gates independently of the model.
[ ] Document monitoring, retention and rollback owners.

Decision comparison
Approach | Good fit | Boundary
Rules workflow | Fixed validation and approval routing | Unexpected inputs need an explicit exception path
AI-assisted task | Drafting or classification from variable documents | Validate against source records; allow correction
Agent with tools | Bounded multi-step work across approved systems | Limit actions and require consequential-action approval

Open questions / owner / due date:

Evidence / acceptance decision:

Sources:


Reference page: /services/ai-agents-automation/