A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Inventory source systems and access dependencies.
- Define the pilot workflow and acceptance tests.
- Estimate expansion only after learning from representative usage.
A simple chat interface can hide substantial work in permissions, document cleanup and operational integration.
A mistake to avoid
Do not quote a universal delivery time for all AI assistants.
How to check progress
Track assumptions that change scope and document decisions before adding new capabilities.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read Choosing the first AI workflow to pilot.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
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