Choose an outcome the team recognizes
Response time, hours spent, error rates, and the age of outstanding work can be more useful than counting prompts or automations. Choose one primary measure and a small number of checks to catch unintended costs.
Count review and maintenance time
Time spent checking drafts, correcting mistakes, and maintaining the system belongs in the calculation. Compare the complete workflow before and after, including the work that has moved to a different person.
Separate capacity from cash savings
Freeing a few hours does not automatically reduce a payroll bill. It may create room for more customers, faster responses, or better work. Describe the benefit accurately and agree how the team will use the capacity.
Review a representative period
Give the team time to learn, then compare a meaningful sample with the original baseline. Record what changed in volume or complexity. Use the findings to decide whether to improve, expand, or stop the workflow.
Make it specific to your business.
Bring one recurring task. Let’s explore whether AI belongs in the workflow.
Find your starting point