Start with a repeatable process.
Look for work that happens often, follows a clear pattern and uses information you already have. Examples include routing new enquiries, sending reminders or preparing an initial summary of a document.
Map the workflow before adding AI.
Write down what starts the process, where the information comes from, who reviews the result and what happens if something goes wrong. Sometimes a simple integration is enough; other tasks benefit from an AI component.
Keep human review where it matters.
AI outputs can be incomplete or incorrect. Design a review step for decisions that need judgement, and make it easy for your team to correct, stop or escalate a workflow.
Begin with a small pilot.
Choose one process, test it with representative examples and compare the effort before and after. Keep track of mistakes and time spent reviewing the output, as well as the time saved.
Build a system your team can maintain.
Document the workflow, define who owns it and decide how changes are reviewed. An automation is most useful when people understand how it works and can rely on it as their processes evolve.
Explore more insights