Name the friction
Describe the repeated work or delay. “Improve sales” is too broad. “Prepare a draft response to incoming product inquiries” is something a team can map and test.
Check the inputs
Identify the information the workflow needs, who owns it, and whether it is current and usable. If staff cannot agree on the authoritative source, resolve that first.
Identify the reviewer
Decide who checks the output, handles exceptions, and owns the process after launch. Include the people doing the work in its design.
Measure the present state
Capture representative examples and the time, rework, or quality issues involved. Compare the pilot with that baseline, including the time required for review.
Keep the first scope narrow
A controlled workflow makes it easier to learn whether the approach is useful. Broader integration can follow when the evidence supports it.
Three questions before committing
- What result would justify continuing?
- What failure would make us stop?
- Who decides?
An AI Opportunity Diagnostic can help answer those questions when the starting point is unclear. If you already have a defined use case, explore a workflow pilot.