Start from the workflow
Find which steps actually need AI and which only need a better process.
Put AI to work
What I do
Scoped access
AI only gets the data and actions it needs, with handoff to a person when it is unsure.
Tested before launch
Check answers against real cases and set up monitoring so mistakes are caught early.
The process
Map
Walk through the current workflow and pick one task to improve first.
Build
Build a small working version and test it with real examples.
Launch
Release it, monitor the results, and hand over documentation.