Map the process before automating
Document current steps, inputs, exceptions and pain points. Automating a confusing process often makes confusion happen faster.
Choose repeatable, bounded tasks
Summarising known information, classifying routine requests or moving structured data may be suitable starting points when risks are understood.
Define guardrails and review
Set rules for sensitive data, uncertainty, escalation and human approval. Important decisions should not be delegated blindly to AI.
Test against real examples
Evaluate quality, failure modes, consistency and time saved. Include edge cases, not only ideal inputs.
Improve iteratively
Start with a limited workflow, monitor results and refine before expanding its role.
Technology should solve a clearly defined problem and make the next step easier.
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