01Start with the workload, not the tool
The useful question is not “Can AI do this?” It is “Which parts of this workflow are stable enough to execute repeatedly, and which parts still require authority, judgement or context?”
Mapping the workload first prevents teams from automating a messy process or hiring a person into a role that should have been redesigned.
- List the trigger, inputs and expected output
- Identify decisions, approvals and exceptions
- Define what a good outcome looks like
02Execution: what AI can own
High-frequency work with clear inputs, stable rules and measurable outputs is usually the best automation territory. The more repeatable the path, the easier it is to test and govern.
- Classification, extraction and routing
- Routine research and summaries
- Stable customer questions
- Structured updates across systems
03Control: where people stay accountable
Human control is not a failure of automation. It is how automation stays useful when the workflow reaches a point that needs judgement, empathy, approval or risk ownership.
- Approvals and exceptions
- Customer complaints and sensitive cases
- Commercial or policy decisions
- Final quality on high-impact work
04Intelligence: measure what the system is learning
A workflow should not end when the task is completed. Quality, exceptions and customer signals should feed back into the operating model so the system improves over time.
- Auto QA and scorecards
- Exception frequency
- Sentiment and recurring pain points
- Feature requests and unmet needs