Baseline
- List 5-10 recurring workflows that burn founder time
- Name owners for each workflow (or mark unowned)
- Note where context dies today (chat, laptop, nowhere)
- Define one success metric per workflow (time saved, error rate)
Agent stack
- Pick runtime + model access policy (who can spend tokens)
- Repo or workspace for skills (versioned, not chat-only)
- Memory / project context store with retention rules
- Secrets and tool credentials behind least privilege
Skills & jobs
- 5-10 specialized skills mapped to real workflows
- At least 3 scheduled jobs (not only on-demand chat)
- Human approval gates for high-risk actions
- Logging: what ran, when, outcome, cost
Plugins & integrations
- GitHub / linear / calendar as needed - not every SaaS
- Rate limits and failure modes documented
- Dry-run mode for destructive tools
Handoff
- Runbook: start, stop, rotate keys, add a skill
- Who owns the agent stack when founder is offline
- 30-day review: which jobs stick, which get deleted
- Training session recorded or notes shared
Want it done with you
Agent OS Setup is the fixed package ($5K-$12K, 2-4 weeks).