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
Choose one repeatable task
Start with a task that occurs regularly, has identifiable inputs, and produces a clear result. Avoid automating an undefined or unstable process.
- 2
Define the required outcome
Specify what the workflow must produce, who will use the result, and what quality standard the final output must meet.
- 3
Break the task into stages
Separate research, analysis, drafting, review, approval, and delivery into distinct stages with clear handoff points.
- 4
Assign AI and human responsibilities
Use AI for pattern recognition, transformation, summarization, and drafting while retaining human control over judgment, risk, and approval.
- 5
Add quality checkpoints
Verify facts, assumptions, calculations, tone, completeness, and compliance before allowing the workflow to continue.
- 6
Document and improve the process
Record the final workflow, monitor recurring problems, and revise instructions when better evidence or methods become available.