Start with repetitive and information-heavy work
Good candidates often involve repeated classification, summarization, routing, reminders, content preparation or data extraction.
Define the human review point
Identify where a staff member must verify, approve or correct the output.
Measure operational value
Track time saved, response speed, error reduction, consistency and completion rate.
Protect business and personal information
Review data access, storage, retention, permissions and vendor terms before connecting confidential information to an AI service.