Find the right task
Look for repeatable work with accessible inputs and a clear definition of a useful output. Document triage or draft preparation can be easier starting points than open-ended business decisions.
Design the boundary
Decide what the system may read, suggest and change. Give each connected tool the minimum access it needs. Actions that create commitments or affect sensitive data should have an explicit review point.
Evaluate before expanding
Use representative examples, including awkward cases. Review incorrect outputs and decide what a safe fallback looks like. An impressive demonstration is the beginning of evaluation, not the end.
Keep people in the loop
A useful AI workflow shows where information came from, makes uncertainty visible and offers a practical way to correct mistakes. The goal is a better working process with clear accountability.