Start with a task you already understand
Write down the recurring work your team does. Look for time spent sorting information, preparing first drafts, or moving information between tools. Start with a task you can explain clearly enough to teach another person.
Make the input and output explicit
Describe what goes in and what a useful result looks like. A vague goal such as “automate our marketing” is hard to evaluate. A task such as preparing a draft summary from approved meeting notes gives you something concrete to check.
Keep a person at the right point
Decide which outputs need review before they reach a customer or trigger an action. AI can produce plausible mistakes. Review requirements should reflect the consequences of getting the task wrong.
Try a small version
Use a small set of representative examples and compare the results with your current approach. Track editing effort and mistakes as well as time. A workflow that saves drafting time but creates extra review work may need a different design.
Keep what proves useful
Expand only after you understand where the process works and where it fails. Document who owns it, how it is checked, and how to complete the task when a tool is unavailable.
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