Scope an AI workflow around a task you can evaluate

Choose one concrete task

Describe the input and the output the business needs. A focused task is easier to evaluate than a broad request to add AI. Identify the current friction, the user and the decision that the proposed workflow should support.

Understand the information involved

List the source material, its owner and how it changes. Decide which information the application may access and what it should do when a source is incomplete or unavailable. The usefulness of the workflow depends on the context it receives.

Define the review responsibility

Identify who checks the output and what needs approval before it affects a business process. Make the distinction between an assistance step and a consequential decision explicit in the workflow. Keep responsibility clear when a task crosses teams.

Evaluate representative scenarios

Prepare examples covering normal input, ambiguous questions, missing information and unsuccessful outcomes. Compare the result with the intended behavior. Record what needs improvement before expanding the scope to additional workflows.

Plan the operational fallback

A model or integration may be unavailable, and an answer may need correction. Describe how the user returns to the underlying information or the existing manual process. A useful system makes these recovery paths understandable.