AI strategy planning: find where agents pay off first
AI Strategy Planner is a done-for-you AI agent from SarabTech. Maps how your business runs, ranks where AI can help, and delivers a written roadmap with owners, access needs and a pilot plan. It works from a brief we write with you and the tools you connect, and every output reaches you or your named approver as a draft first.
What the AI Strategy Planner does
The AI Strategy Planner starts with how your business actually works. It maps your processes, tools and team workload, then lists where an AI agent could take on repeatable work and where it should not. Each opportunity is rated for effort, risk and fit with the tools you already use.
You receive a written roadmap: what to automate first, which agent or tool does it, what access it needs, who approves and what a sensible pilot looks like. We review it with you, revise it, and refresh it as your business changes. It states costs and effort in plain terms and lists its assumptions, rather than projecting returns it cannot support.
What you receive
- A map of your processes and tools
- A ranked list of AI opportunities
- A written pilot plan
- A risk and access checklist
How it works, week to week
Four recurring workflows, each with a person approving what reaches a customer.
Process discovery
Collects your workflows, tools and pain points through a structured questionnaire and a working session. Then maps who does what and how often.
Opportunity scoring
Rates each task for effort, risk and fit with your tools, so the first projects are sensible ones. Tasks that need human judgement are marked as such.
Roadmap writing
Writes a sequenced plan with owners, required access, approval points and a pilot for each priority.
Tool review
Compares the software you already pay for with what each priority needs. Notes where a new licence, an integration or custom development is required.
What a run looks like
Example run (illustrative): a first AI roadmap for a services firm
Step 1
You complete a short questionnaire and share the tools your team uses. The agent drafts a map of recurring tasks, such as quoting, follow-up and reporting.
Step 2
It rates each task for effort and risk and proposes three starting points, with the access each one would need.
Step 3
You review the draft roadmap with us, change the priorities, and approve a pilot plan for the top item.
This is an illustrative example of how a run works, not a client result.
Works with the tools you already use
Typical connections for this agent. We confirm each one against your setup during discovery.
- Google Workspace
- Microsoft 365
- Notion
- Slack
- Airtable
- Miro
- HubSpot
Available in every package
Starter includes one agent of your choice. Higher packages deploy several agents together under one brief. Packages start at $500, paid once.
AI Strategy Planner questions
Do I need this before using the other agents?
No. If you already know which task you want handled, start with that agent. The Planner suits you if you are unsure where to begin or want one plan covering several agents.
Will the roadmap include ROI forecasts?
It includes effort, risk and cost in plain terms, and it states its assumptions. We do not promise projected returns, because they depend on your data and your team.
Does it only recommend your agents?
No. If a task is better served by software you already own, or by a person, the roadmap says so.
Start with the one task your team repeats every week
Book a discovery call. We will walk through how your business runs, recommend where to start, and send the scope and fixed price in writing.
- Call
- +971 50 554 0023
- admin@sarab-tech.ae
- Based in
- RAKEZ, Ras Al Khaimah, UAE