Adopting agentic software is less a project than a habit change. There is little to install and nothing to migrate up front. The work is in choosing what to delegate and getting comfortable letting the agent do it. Here is a sensible first week.
Before you start
You need two things: a workspace, which is free to launch, and an agent. If you already use one for everyday work, that is the one to connect. If not, you can begin by sending plain-language requests and add your own agent later. Nothing here requires a developer.
Day one: launch and connect
Create the workspace and bring in the slice of your operation you want to start with, the contacts, the open invoices, whatever the first task needs. Generate your connection credentials and point your agent at the workspace. From that moment, everything a person could do there is something your agent can do.
Pick your first task
Choose something important, repetitive, and well defined: chasing overdue invoices, triaging the inbox each morning, keeping stock counts honest. A narrow, frequent task gives you fast feedback and a quick sense of what the agent does well.
Set the guardrails
Confirm the agent inherits the right permissions, so it can only touch what the person it acts for is allowed to. Set a budget with a cap and turn on auto-recharge so it never stalls but never runs away. Decide which decisions need your sign-off, and let the agent route those to you.
Build trust, then expand
Run the first task in parallel with however you do it today, so the old way is a safety net. Watch what the agent does, adjust the boundaries, and once you trust it, hand over the next task. Within a few weeks the routine work stops landing on a person's desk. Launch a workspace when you are ready to begin.