AI and automation
A practical way to evaluate AI and automation
Choose a specific recurring task, understand its exceptions, and keep appropriate people involved before expanding an AI-enabled workflow.
Start with a defined workflow
Choose a task that happens often enough to matter and describe how it works today. Note the trigger, information used, expected result, and the people responsible for exceptions.
The best first candidate may be conventional automation, a process improvement, or an AI-assisted step. The technology should follow the work rather than the other way around.
Check information and oversight
Confirm which information is appropriate to use, who can access it, and how accuracy will be reviewed. Avoid placing sensitive data into a new tool without understanding the agreed workflow and responsibilities.
Decide where someone must approve, correct, or escalate an outcome. Clear human checks make a trial easier to evaluate and safer to operate.
Learn through a small measurable trial
Start with a limited scope and a result you can observe, such as less repeated copying or faster preparation of a routine draft. Track whether the change improves the work without creating new confusion.
Document what the workflow does, what it does not do, and who owns updates. Use that evidence before expanding an automation across a team.