Planning an AI integration
Define the business process, data and evaluation criteria before choosing a model or connecting an agent.
Read the note
Map a real process
Write down where the input comes from, what people do with it and how they know the task is complete. Notice the exceptions as well as the happy path. A workflow that is unclear to a person is not ready to be handed to an agent.
Keep the right review points
A model can help prepare information or suggest an action without being given authority to make every decision. Put human review where the cost of a wrong answer matters, and define the boundaries of what each connected tool can do.
Evaluate the useful outcome
Test representative tasks and the cases that are likely to go wrong. Keep a record of what the system received, what it produced and where a person intervened. Measure whether the workflow becomes easier to use, not whether it looks impressive in a demonstration.