Create a PDCA runbook that defines plan, controlled run, check metrics, and action rules for an agent workflow.
Customer success wants an agent to summarize at-risk renewal accounts before weekly pipeline review. PDCA: Plan the experiment, Do it on a controlled slice, Check evidence, Act on the workflow. The common trap is to treat the first bad summary as a prompt-writing problem. That misses upstream causes such as stale CRM exports, missing renewal dates, unclear risk definitions, or no defect taxonomy for review. Plan Define the pilot: 50 renewal accounts, source is CRM plus latest support tags, target is 40 percent prep-time reduction, defect threshold is fewer than 2 factual errors per 20 sampled summaries. The plan states…
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