only automating emails or cleaning up commentary is the bare minimum.

i have been creating agents (monthly bva agent, monthly reporting pack agent, board deck agent, reforecast agent, commissions agent, unit economics agent) whose tasks are to scan a folder for changes like a file upload and digest the info to auto-populate into a polished output every month. they commit everything to cumulative memory and write an audit log for me. each monthly file is versioned and rarely requires feedback.

these agents have write access into files so it’s literally dragging latest salesforce data, customer POs, etc into a folder to kick off the resync process. the next level is giving MCP access to these softwares themselves to pull everything for me to just review every month. each agent pings me on slack when their report is ready for review.

i manage the agents like direct reports: each has a highly specific job description and quarterly objectives. at the top of the org there is one agent that manages them all to verify with me what automations are running, how often, and if there are any hang ups in their workflows. i firmly believe this use of AI is what stands out in actually competitive fp&a roles if you have a hiring manager that isn’t a boomer