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Write down the workflow
Identify inputs, rules, expected outputs, and exceptions. Start with deterministic automation where the task has clear rules.
Add AI where it helps
Use a focused pilot for tasks such as drafting or classifying. Evaluate it against examples your team recognizes as good and bad.
Build the handoff
Show what the automation did, what it is uncertain about, and who needs to act next. Add approvals for consequential steps.
A planning guide. The right implementation depends on your system and requirements.
Talk through your next step