How to use the Human + agent workshop template

Start a board from it
Use this template opens a new Freero board with the Human + agent workshop template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Human + agent workshop”.
Follow the instruction on the board
“List real tasks from last week first, then place each one. Debate the borderline ones: that conversation is the workshop.”
Fill in each part
- Agent does it alone Repetitive and low judgement: automate, then spot-check a sample.
- Agent drafts, person approves Repetitive but needs judgement: the agent prepares, a person decides.
- Agent assists on request Rare and simple: a person asks the agent when it helps.
- People keep it Rare and high judgement: people lead, maybe with research help.
- How repetitive ↑
- Judgement needed →
- Tasks to place Real tasks from last week, one per sticky.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Human + agent workshop board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Agent control room: A board where AI agents post their plan, status and tasks, and people steer them.

Agent workflow design
Design a workflow an AI agent runs: what starts it, what it gathers, what it does, how its work is checked and how it hands back.
Automation candidates
List repetitive tasks and score each for automation: time spent, how rule-based it is, data available and the cost of a mistake.
Agent handoff map
Who hands what to whom when people and agents share a piece of work, and the check that has to pass at each handoff.
AI adoption roadmap
Plan how a team or company adopts AI in stages: learn, try safely, embed in workflows, and scale what works.
AI pilot plan
Run a small, honest pilot of an AI tool: the job it should do, the baseline, a test group, what you measure and the decision at the end.
Human review queue
A board for people to review what agents produced: waiting, in review, sent back with a reason, and approved.