AI agent pilot scope template (copy and fill)
A practical template to scope an AI agent pilot: workflow, tools, gates, acceptance test, exclusions, and owners.
Written by Northstar
Northstar is an AI agent systems studio. Alex leads engineering and product systems; Jordan leads operations and workflow fit. We ship production agents inside tools teams already use.
Alex Morgan · LinkedIn · Northstar
Direct answer
Scope every AI agent pilot as one workflow, one primary tool path, explicit gates, a pass/fail acceptance test, and named owners. Everything else is phase two.
Template fields
Workflow name. Trigger. Tools. Inputs. Allowed actions. Forbidden actions. Human gate points. Success metrics. Data access. Timeline. Exclusions.
Example acceptance test shape
On 20 real historical cases: zero silent duplicates, required fields complete above a threshold, every low-confidence case creates an exception.
How to use with vendors
Send the filled template before pricing. Reject quotes that ignore exclusions.
Common mistakes
Three workflows in one pilot. No owner for approvals. Success = 'feels smarter' with no measure.
How Northstar fits
Northstar pilots use fixed boundaries. See patterns on solutions.
FAQ
Long enough to replay real cases and fix gates - often weeks, not a weekend.