Practical guide
Follow the process step by step
Apply each stage in sequence. Document important assumptions, verify AI-generated information, and keep human approval at critical decision points.
- 1
Map the complete process
Document inputs, outputs, systems, decisions, dependencies, handoffs, exceptions, and quality requirements.
- 2
Select an appropriate automation target
Prioritize stable, repeatable, measurable tasks where failures are detectable and reversible.
- 3
Design the AI responsibility
Specify which analysis, transformation, classification, drafting, or routing actions AI may perform.
- 4
Build human control points
Require approval for high-impact decisions, sensitive outputs, policy exceptions, and unresolved uncertainty.
- 5
Test failures and edge cases
Simulate missing inputs, conflicting data, inaccurate outputs, unavailable systems, and escalation scenarios.
- 6
Monitor the deployed workflow
Measure accuracy, processing time, human correction effort, failures, cost, adoption, and business outcomes.