Identify the consequential moments
Map the points where a workflow sends a message, changes a business record, creates a commitment, or makes a recommendation someone may rely on. Decide who owns each decision and whether the action should require approval.
Give reviewers the evidence
A draft on its own is not enough. Show the original request, the sources used, and the proposed action. Make it easy to edit, reject, or send a request back for more information.
Plan for uncertainty
When information is missing or a request does not fit a known pattern, route it to a person. Avoid inventing a confidence threshold without testing it against examples. Review the actual mistakes to understand which cases need attention.
Keep the feedback useful
Capture why a result needed correction. Review recurring issues with the workflow owner and improve the instructions, source information, or process. A review step should improve the work, not become a queue that nobody has time to clear.
Make it specific to your business.
Bring one recurring task. Let’s explore whether AI belongs in the workflow.
Find your starting point