Define use cases: What tasks will the agent handle? Email triage, scheduling, CRM updates, customer responses?
Choose infrastructure: Mac Mini for small teams, VPS for remote access, Docker for security isolation
Configure security hardening: Docker sandbox, firewall, OAuth middleware, exec allowlists, audit logging
Set up integrations: Gmail, Calendar, CRM, messaging channels — all via Composio OAuth
Design agent workflows: SOUL.md personality, HEARTBEAT.md automations, skill selection
Test thoroughly: Run the agent for 1-2 weeks in monitor mode before giving it write access
Onboard team members: Train staff on how to interact with the agent, set expectations
Document everything: Runbooks, admin guides, troubleshooting procedures
Set up monitoring: Health checks, cost tracking, security audit schedule
Plan for ongoing maintenance: Monthly updates, skill audits, credential rotation
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