Free Resource
Most CAS practitioners read about AI agents and stall on the mechanics. The Agent Builder Workbook is the five-exercise companion to the Agent Builder series — concept brief, worked example, fillable template per section, in a printable PDF plus a fillable DOCX. Build the first chain in about five hours.
The Gap
Most practitioners can get a useful answer out of ChatGPT, Claude, Copilot, or Gemini. What they don't have yet is an agent that runs again next month without rebuilding it, ports across clients without rewriting the prompt, or chains with other agents to deliver finished work end-to-end.
The gap between a working chat session and a working practice system is operational, not technical. Five exercises close it.
What's Inside
Each section has a concept brief, a worked example with one running client, and a fillable template you complete for a client of your own. The whole workbook ports across your book by swapping one file.
A 32-page brand-quality workbook with concept briefs, worked examples, and fillable templates for each of the five exercises. Designed to read on a tablet or print and write into.
A companion file with the fillable spaces from the PDF and no commentary. Save a copy per client, fill in directly, keep alongside your client folders.
A small craft brewery — Glendale Brewing — carries through every section so you see the same artifact at every stage of the build. The case study isn't a demo. It's the worked example you reverse-engineer onto your own client.
The mechanics are tool-independent. The workbook flags the platform-specific differences only where they matter — replication, file access, lifecycle storage. Build with whichever LLM your firm already pays for.
Five Templates
The five components that turn a prompt into an agent: identity, context, rules, output format, contingency. Worked example: an engagement letter agent. Fill in for one of your own recurring tasks.
Tag every step of one client's recurring engagement as Z1 (outside the platform), Z2 (data exported), or Z3 (inside the platform). Your first five agents are Z1.
Ten fields capturing the institutional knowledge an agent — or a new staff member — needs before drafting an email, reviewing a statement, or jumping on a call. The single highest-return artifact in your AI stack.
Build the third component — the example — through use. Run, read, fix the instruction (not the output), run again. Two or three rounds and your agent runs at the standard you'd send.
Compose three agents into a working chain, with manual handoff between each. The realistic on-ramp for the next 12 to 18 months. Same chain ports to your next client by swapping one file.
The math. One agent saves roughly 15 minutes per client per month. A three-agent chain saves closer to two hours. Across 30 clients, that's 60 hours a month — most of a half-FTE returned, before adding a person.
Stay Current
Subscribe to The AI Accountant newsletter and get the Agent Builder Workbook delivered to your inbox, along with weekly analysis of the AI developments that matter for your practice.
Your Move
The compounding doesn't start until the first chain is running. Pick one client. Pick one cycle. Run the five exercises end-to-end. The next thirty clients port over by swapping one file.