@Erick Martinez break it down to ICM layers. You can structure workspaces however you like, and I have built custom OS for mortgage, real estate and insurance clients. - A task is one action. - A workflow is the repeatable path: trigger, inputs, stages, outputs, review, and done condition. - A skill/tool is something reusable that helps execute part of that workflow. - An automation is when the workflow has a trigger, runner, access, monitoring, and failure handling. - An agent is last: a scoped operator with judgment, permissions, escalation, and review. For your mortgage business, start by mapping the admin workflows you hate doing. Then rank them by friction, volume, compliance sensitivity, and access requirements. The best first candidates are usually high-friction, high-volume, lower-action-risk workflows where AI can draft, summarize, classify, or prepare without submitting anything. So, avoid starting with anything that sends disclosres, changes loan data, quotes rates, issues approvals, or submits externally. Those can come later after access, compliance, logging, and review gates are clear. Pick one low-risk workflow first. Document the steps. Run it manually with AI helping draft, summarize, classify, or prepare. Keep the human in the loop. Once the path is stable, decide whether it should become a checklist, prompt, skill/tool, API automation, browser-assisted workflow, or named agent. Browser control can work, but it is brittle and token-intensive, as you've seen. Treat it as temporary or supervised unless compliance, access, logging, and failure handling are clear. Especially in mortgage and real estate, approved systems and review boundaries matter more than clever automation. A key point I learned after building across multiple industries is: keep a governance and business layer, your overall rules, preferences and settings - identity, brand, voice etc.