Find a repeatable handoff
Look for work with a clear trigger, defined inputs and a result someone can check. Moving a qualified inquiry into a CRM or reminding an owner about a pending proposal can be easier to validate than delegating an entire sales conversation.
- Write the trigger, inputs, owner and expected result.
- List exceptions and the destination for failed work.
- Check whether the systems offer a supported integration.
Separate rules from interpretation
Use explicit rules when the answer follows a stable condition. AI may help draft a summary or suggest a classification when the input is unstructured. Treat that output as a proposal where an error could affect a customer, a commitment or a sensitive decision.
- Use only the information needed for the task.
- Define which outputs require human approval.
- Keep external text from authorizing actions or changing the workflow rules.
Pilot with a visible fallback
Test representative examples, including missing fields, repeated events and unavailable services. Make retries safe so the same event does not create duplicate messages or records. Keep a person able to review and recover failed work before expanding the scope.
- Compare results with the current process using your own observations.
- Record failures without storing unnecessary sensitive content.
- Name the person who can pause the workflow and restore manual handling.