The workflow comes before the model
An AI initiative becomes easier to assess when it begins with a recognisable task. A support team may need to classify incoming questions. A sales team may need to prepare a summary before a call. An operations team may need to extract information from a document. These are specific workflows with inputs, outputs and owners. Map the existing process before adding a model. Record where information comes from, what happens next and which person is responsible for accepting the result. This gives the project a concrete purpose and a basis for evaluation.
Choose the information the task actually needs
A useful system receives enough context to complete the task without being given unrelated information. Identify the source records, the fields needed and the access rules around them. For a knowledge assistant, the source may be an approved document collection. For a drafting workflow, it may be a brief and a set of brand guidelines. Keep source updates visible so the team understands which information is current. The integration should respect the permissions of the person using it rather than treating every document as available to everyone.
Define what a good result looks like
Build a set of representative examples before choosing a production workflow. Include routine tasks, ambiguous inputs and cases where the correct response is to ask for clarification. Review the output against the criteria that matter for the task: accuracy, completeness, traceability, tone or successful classification. A demonstration with one favourable example is not enough to understand how the system behaves. Keep a record of the test cases and the decisions made during review so changes to prompts, models or source material can be assessed consistently.
Make the review and handoff explicit
The interface should show what the system has prepared and what the person needs to do next. A draft email can remain a draft until its owner reviews it. A classification can include a route to correct the label. An answer can cite the source and provide a path to support when the information is incomplete. Define which actions the system can perform directly and which require human approval. This is an operating decision that belongs in the project brief, alongside responsibilities for maintenance and feedback.
Start with a contained release
Choose one task and one group of users for the first release. Observe the time needed to review outputs, the exceptions that occur and the quality of the resulting handoff. The aim is to learn whether the workflow is useful in routine work. Use that evidence to improve the source material, the interface or the integration before adding more tasks. A clear workflow, an agreed evaluation method and an accountable owner make the next decision easier.
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