The evolution of 'agentic AI' extends beyond content generation to automating the connective tissue of business operations. Its future value is in initiating workflows that span departments, such as kickstarting creative briefs for marketing, creating product backlogs from feedback, and generating service tickets, streamlining operational handoffs.

The emergence of personal AI assistants that can be integrated with private data (email, Slack) and execute tasks (send emails, build CRMs) represents a new paradigm. This moves AI from a passive research tool to an active, autonomous agent capable of performing complex knowledge work, fundamentally changing productivity.

An AI agent uses an LLM with tools, giving it agency to decide its next action. In contrast, a workflow is a predefined, deterministic path where the LLM's actions are forced. Most production AI systems are actually workflows, not true agents.

The LLM itself only creates the opportunity for agentic behavior. The actual business value is unlocked when an agent is given runtime access to high-value data and tools, allowing it to perform actions and complete tasks. Without this runtime context, agents are merely sophisticated Q&A bots querying old data.

Moving beyond chatbots, tools like Claude Cowork empower non-coders to create complex, multi-step autonomous workflows using natural language. This 'agentic' capability—connecting documents, searches, and data—is a key trend that will democratize automation and software creation for all knowledge workers.

Claude Cowork demonstrates a significant evolution from conversational AI by functioning as an agent that creates finished deliverables. Instead of just suggesting a strategy in text, it can be prompted to write the underlying code to build a complete presentation deck with charts and custom files.

Before investing in new third-party AI tools, organizations should maximize their existing Microsoft stack. Using Copilot reduces software bloat, protects intellectual property by keeping data in-house, and leverages the integrated nature of Microsoft 365 for tasks like call analysis from Teams recordings.

Simply adding a generative AI co-pilot is now table stakes for SaaS companies. The founder argues the next evolution is 'agentic AI' — systems that don't just provide insights but autonomously perform tasks and make decisions for the user, like qualifying and actioning a sales lead.

AI agents are simply 'context and actions.' To prevent hallucination and failure, they must be grounded in rich context. This is best provided by a knowledge graph built from the unique data and metadata collected across a platform, creating a powerful, defensible moat.