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 current process
Document the existing task, inputs, decisions, systems, handoffs, delays, and recurring failure points before introducing automation.
- 2
Choose low-risk automation opportunities
Prioritize repetitive, rules-based, high-volume work where mistakes can be detected and corrected without significant harm.
- 3
Define automation boundaries
Specify which actions AI may perform, which decisions require approval, and when the process must stop for human review.
- 4
Design reliable handoffs
Ensure information moves between people, AI tools, and business systems in a traceable and reviewable format.
- 5
Test exceptions and failures
Evaluate missing data, unusual requests, conflicting instructions, tool outages, inaccurate outputs, and escalation requirements.
- 6
Monitor operational performance
Track time saved, error rates, correction effort, user adoption, cost, and process quality after deployment.