Agents, Automation & Augmented Analytics

Practical playbooks, risk frameworks, and collaboration patterns to use AI agents and automation to amplify analyst workflows while preserving human oversight.

Research Project

Applied AI Agents & Automation: Risk & Opportunity Framework

A practical, repeatable framework teams can use to identify, evaluate, and prototype AI agent automation opportunities while preserving human oversight, traceability, and measurable outcomes. Includes mapping templates, risk profiles, monitoring metrics, a prototype checklist, and a sample small pilot plan for an insight-generation agent.

Research Project
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Agent Playbook

Analyst Assistant Agent — Playbook & Prompts

A pragmatic playbook for designing, piloting, and operating an analyst-focused AI assistant. Includes purpose and scope, approved prompt templates and examples, data access and privacy guardrails, human‑in‑the‑loop checkpoints, integration patterns with notebooks and dashboards, failure modes and monitoring, and an onboarding & training plan with pilot metrics.

Agent Playbook
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