01
Look for repeated information work
Good candidates involve frequent intake, classification, summarisation, drafting, routing or data transfer. Record volume, time, variation and the cost of errors.
02
Separate rules from judgement
Use ordinary automation for predictable steps and AI where language or interpretation is needed. Combining both is usually more reliable than asking an agent to handle an entire process.
03
Choose a bounded first workflow
Start with clear inputs, outputs and an accountable owner. Internal assistance or draft-first processes are often safer pilots than autonomous customer-facing decisions.
04
Design controls and handoffs
Specify approved data, permissions, confidence thresholds, review points, logs and escalation. A human should be able to understand and correct important actions.
05
Measure the real outcome
Compare turnaround, rework, missed follow-ups and user experience before and after. Expand only when the workflow is reliable and the team understands how to operate it.
Next step
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