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Workflow to Agent Migration Cheatsheet

A 2-page reference for deciding what to migrate and how to do it without breaking things. Compare workflow automation to agent builds, spot strong candidates, and move with a tested checklist.

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Inside the cheatsheet

A tactical migration playbook for moving from workflows to MCP-based agents without breaking production flows.

Migration patterns

•Workflow vs agent comparison: build style, logic handling, maintenance, predictability, and cost.
•A 5-question filter to decide which automations are strongest migration candidates.
•Guidance on when to keep workflows or add human approval for audit or high-volume paths.
•An MCP tool definition template with the rule that descriptions drive tool usage.
•A first-agent prompt template with TASK, TOOLS, CONSTRAINTS, and OUTPUT blocks.
•A before-during-after migration checklist with testing and review steps.

What you get

•2-page PDF reference
•Tool definition and prompt templates
•Migration checklist with clear next steps

Designed for operators moving off brittle automations and into tool-first agent workflows.

Free download

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Ideal for

Automation leaders in n8n, Zapier, or Make
Teams adopting MCP with Claude or other agents
Product ops owners migrating mission-critical flows