Workshop notes · Open access

AI for Managers. From idea to a verifiable result.

Browser chats are useful for quick questions. For real project work, an agent needs context, a plan, the right tools, and a way to check the result.

These notes cover how an agent works, how to keep project context under control, 19 questions and clarifications from the preserved recording fragment, and four prompts you can use straight away.

Andrew Tomin presenting the anatomy of an AI agent at Imaguru
Why an agent is more than a model: context, rules, memory, tools, actions, and verification.
WorkshopAI for Managers
Facilitated byAndrew Tomin and Toma, PRJCTR Community ambassador
Warsaw30 September 2026

Give AI a project, not another blank chat

An agent can move faster through the work, but the manager still owns the problem, priorities, access, and final check.

Step 1Project context
Step 2Visible plan
Step 3Tool actions
Step 4Result check
Step 5Next version
1clickable prototype built live, from a problem to a mobile flow
19questions and clarifications in the preserved recording fragment
5topics: workflow, team context, adoption, tools, and automation
4prompts you can copy and adapt to your own work
Audience at the AI for Managers workshop at Imaguru in Warsaw
AI for Managers at Imaguru Startup HUB, Warsaw. 30 September 2026.

Why work with agents

An agent becomes useful when it can work inside an organised project, use permitted tools, observe the result, and correct its work.

Web chat

You prepare and paste the context AI writes one answer You move the result to the next tool

You move the context between steps yourself: upload a file, copy the answer, open another tool, then return with the result. Useful for a question, fragile as a project system.

Agent workspace

Your goal and project files
PlanActCheckFix
A result you can verify

You provide a goal and a permitted working environment. The agent can inspect project files, propose a plan, use tools, check the result, and make a controlled correction.

Anatomy of an agent

The model is only one part. Reliable project work comes from the whole system around it.

This pattern works in agentic desktop apps, terminals, and IDE extensions that can access a project and permitted tools. See the official descriptions for Codex workflows and Claude Code.

Planning and context hygiene

A large context window does not replace working discipline. When research, specification, implementation, and unrelated questions share one chat, old decisions start competing with the current task.

  1. Use one chat for one independent task.
  2. Start a new chat for a new task inside the same project.
  3. Ask for a plan before the agent changes files or systems.
  4. Keep important decisions in project files, not only in chat history.
  5. After long research, save what is decided, unknown, and next.

What to try next

Choose one recurring task with a clear input and a result you can verify. Give it a project folder and a fresh chat. Ask for a plan first, approve one small step, compare the result with the primary source, and save the workflow as a skill only after it proves useful.

The four-part frame

Every workflow tonight had the same four parts. Use them for any task you hand to AI.

1. InputWhat real material does the AI need? A transcript, updates, an export, three lines of an idea.
2. Agent stepsWhat should it do with it, in what order? The prompt says this for you.
3. Human checkWhat could be wrong, and how will I spot it? Use the checklist under each prompt.
4. OutputWho receives it, and in what shape? A message, a one-page report, a spec, a link to click.

Ground rules

  1. Never paste what you would not email to a stranger. Client names, personal data, contracts and internal numbers stay out unless your company has approved the tool for that data.
  2. The AI drafts, you sign. Anything that goes out with your name on it gets the human check.
  3. Correct it in plain words. If something is wrong, say what and where: "Owner for the VAT fix is wrong, nobody took it. Fix only that."
  4. Start with one real recurring task. The follow-up or status report you write every week is the best place to start.

19 questions and clarifications from the recorded part of the session

The recording covers only part of the workshop, so this is not the total for the whole evening. The questions are grouped by workflow, team context, adoption, tools, and automation.

Workflow and artifacts 4 questions
  1. Do we have to create skills ourselves, or can we use ready-made ones?

    Both are possible. Before using a ready-made skill, review its instructions, scripts, requested permissions, and external actions. A skill can hide actions that expose, alter, or delete your data, or affect your device. Test it in a limited environment on your own inputs, rules, and expected output before giving it real access.

  2. Should we review the plan before the agent starts working?

    Yes. Check the goal, constraints, unnecessary scope, and how the result will be verified.

  3. Can the agent propose several plan options?

    Yes. Ask for alternatives, change the constraints, or edit the proposed plan directly.

  4. How should we keep different versions of a specification and prototype?

    Use version control for text and code. Give every meaningful version a clear purpose and test result.

Team, priorities, and current context 6 questions
  1. How can several managers work in one large product?

    Agree on ownership boundaries, a shared source of facts, and project rules stored with the work.

  2. Do we still need to read every update manually each morning?

    An agent can prepare a digest from agreed sources. A human should review changes, risks, conflicts, and links to primary data.

  3. What if stakeholders give conflicting priorities?

    The agent can make the conflict and trade-offs visible. A person with the right authority makes the decision.

  4. Will Jira still be needed if agents do part of the team workflow?

    That depends on the company process. A tracker can remain the control system while the agent also uses specifications, rules, and acceptance criteria.

  5. How do we work with dependencies in a complex project?

    First structure the data and check its quality. Then AI can help visualise relationships and surface possible blockers.

  6. How do we keep context current across Slack, GitHub, and a tracker?

    Define the source, permissions, refresh frequency, and summary format for each data type. A connection alone does not guarantee freshness.

Adoption and learning 3 questions
  1. Why do AI transformations often stall?

    Common causes are vague use cases, unclear access rules, too little practice, and weak baseline AI literacy.

  2. Where should we read about tool capabilities and limitations?

    Start with the vendor's official documentation. Use it as the primary source for features, limits, and changes.

  3. Where can we discuss practical experience with other users?

    Professional communities are useful for real cases. Check their advice against official documentation and your company's rules.

Tools and models 3 questions
  1. Are VS Code and MCP the same thing?

    No. VS Code is a workspace for files and tools. MCP is an open standard for connecting AI applications to external data and actions.

  2. How should we choose a model for a task?

    Use a stronger model for unfamiliar, complex design work. A lighter model can handle repeatable steps with a clear instruction and check.

  3. Do we need subscriptions to several tools?

    First prove one real workflow in a tool you already have. Expand the stack only for a confirmed working need.

Automation and agents 3 questions
  1. Can we automate a process from beginning to end?

    Steps can be connected and triggered by an event or schedule. Risky actions still need boundaries, logs, error handling, and a human check.

  2. What does this automation look like in real work?

    We discussed regular digests and monitoring new data against defined criteria. Start with one stable step, not the whole chain.

  3. Can an agent connect to any social network?

    No. Technical possibility is not the same as an allowed integration. Check the official API, platform terms, and blocking risk.

Choose the output you need today

Each prompt includes the input, the expected result, and the checks that keep the final decision with you.

Prompt 1

Meeting transcript to decisions, owners and follow-ups

Input: a meeting transcript from Zoom, Teams, Meet or any recorder.
What you'll get: decisions, owners, follow-up tasks and a follow-up message, ready for your review.

You are my meeting assistant. Below is the transcript of a meeting. Extract: 1. DECISIONS - only final decisions. If a decision was changed later in the meeting, show only the final version and note what it replaced. 2. FOLLOW-UP TASKS - a table with: task, owner, due date, source (timestamp or quote). If no owner was clearly confirmed, write "No owner confirmed". If no exact date was agreed, write the words that were said (for example "early next week") and mark it "NO DATE". Never invent an owner or a date. 3. OPEN QUESTIONS - things raised but not resolved. 4. A short follow-up message I can send to the attendees: decisions first, then tasks with owners, then open questions. Plain, friendly, under 200 words. Only use what is in the transcript. If you are unsure, say so. Transcript: [PASTE YOUR TRANSCRIPT HERE]

Human check before you send

  • Is every decision the final one? Meetings often change their mind halfway.
  • Does every task have an owner who actually said yes? "We'll sort it" is not an owner.
  • Are any dates made up? Vague words like "soon" or "next week" should stay vague or get a real date from a person.
  • Is there anything in the output that nobody said? Check it against the source column.
  • Would each owner recognise their task if they read it cold?
Prompt 2

Updates and tracker export to a stakeholder status report

Input: daily or weekly updates from your team (chat messages, stand-up notes), plus an export from Jira, Azure DevOps, Linear, Trello or a spreadsheet.
What you'll get: a one-page status report for a senior stakeholder and a shorter version for the team.

You are helping me write a status report for [STAKEHOLDER NAME AND ROLE] about [PROJECT OR RELEASE NAME]. They have two minutes to read it. Use the two inputs below: the team's updates and the tracker export. When the updates and the tracker disagree, trust the most recent human update, and list the disagreement under "Data conflicts". Write: 1. OVERALL STATUS - Green, Amber or Red, with one sentence explaining why. Green means on track with no open risk. Amber means on track only if a named risk is resolved. Red means the date or scope will slip without a decision. 2. WHAT CHANGED SINCE LAST REPORT - 3 bullets maximum. 3. RISKS AND ISSUES - each with impact, owner and what happens next. 4. ASKS - what I need from the stakeholder, if anything. Be specific. 5. NEXT MILESTONES - with dates only if they appear in the inputs. 6. DATA CONFLICTS - where the updates and the tracker disagree. Then write a second, shorter version for the team: 5 bullets, plain language. Do not invent dates, numbers or names that are not in the inputs. Team updates: [PASTE UPDATES HERE] Tracker export: [PASTE EXPORT HERE]

Human check before you send

  • Is the status colour right? Read the risks and ask: would I defend this colour to the stakeholder?
  • Does the tracker say "Done" for something a person says is still broken? Trust the person, then fix the tracker.
  • Is there a risk that lives only in chat and not in the tracker? It still belongs in the report.
  • Does every risk have an owner and a next step?
  • Is the ask something the stakeholder can actually say yes or no to?
Prompt 3

Rough idea to a one-page spec

Input: a rough idea in a few lines. Include the numbers you have and any decisions already made.
What you'll get: a one-page spec that a team, a client or a builder tool can work from.

Turn this rough idea into a one-page product spec. Keep it short enough to read in three minutes. Use exactly these sections: 1. Target user - who, in what situation. 2. Problem - what happens today, with any numbers from my notes. 3. Goal - what should change, and how we would measure it. 4. One user journey - trigger, then each step, then the result. 5. Screens - the minimum screens needed for that journey. 6. Acceptance checks - 4 to 6 things someone can click and see in a prototype. Write them as "Given... when... then...". 7. Out of scope - everything we are not doing now, including anything my notes rule out. 8. Open questions - what we still need to find out. Only use facts from my notes. Mark anything you assume as "Assumption". My idea: [PASTE YOUR ROUGH IDEA HERE]

Human check before you build

  • Does the spec contradict anything your team already decided?
  • Are the acceptance checks things you could actually click and see, not wishes like "easy to use"?
  • Is "Out of scope" honest? It is the part that keeps the prototype small.
  • Are assumptions labelled as assumptions?
Prompt 4

Spec to a clickable prototype

Input: the spec from Prompt 3, after your check.
What you'll get: a clickable prototype you can open in a browser and show to your team or a client.

Where to run it: in an AI agent like Claude Code or Codex, or in a prototype builder like Lovable, Bolt or Replit. In Claude.ai or ChatGPT, ask for "a single HTML file" and open it in the preview.

Build a clickable prototype from the spec below. Rules: - Only the one user journey in the spec. Nothing else. - Use realistic fake data. No login, no payments, no real connections to other systems. - One single page that works on a phone screen and on a laptop. - Make it look like a real, modern web app, not a wireframe: clean typography, rounded cards, soft shadows, one accent colour. - If the spec needs a map or pictures, draw them inside the page with fake data, so it works without internet and shows nothing real. Before building, show me a short plan: which screens, in what order. Wait for my OK. After building, go through each acceptance check in the spec and tell me honestly whether it passes. Spec: [PASTE YOUR SPEC HERE]

Human check before you share

  • Open it in a normal browser window, not only inside the tool.
  • Click through every acceptance check yourself. Do not trust "all checks pass".
  • Check it on your phone.
  • Make sure there is no real customer data in it. Assume anything you share can be seen by anyone with the link.
  • When you show it, say "this is a prototype for discussion", so nobody thinks it is the product.

Fix things in plain words:

The [SCREEN OR BUTTON] doesn't work / looks wrong: [WHAT YOU SEE]. Fix only this, don't change anything else.

Facilitators

Andrew Tomin Senior Product Manager, founder of AI Sandbox
AISandboxlab.com · LinkedIn · Telegram
Toma Andrew's colleague and PRJCTR Community ambassador. Helped facilitate the workshop.
Hosted by Imaguru and PRJCTR Community 30 September 2026, Imaguru Startup HUB, Warsaw
imaguru.pl

Want to do this on your own work?

AI Sandbox is a hands-on program for non-coders: 5 sessions where you build your own AI workflows and tools, with a mentor, from idea to a working prototype.