Plan your first AI workflow

Before you build.

1. Pick a repetitive task with a clear start and finish.
2. Prepare an authorised sample without unnecessary personal information.
3. Specify the output fields and show a correct example.
4. List incomplete, conflicting and unexpected inputs.
5. Define what the workflow may do and when it must stop for review.
6. Name the reviewer and the person responsible for access.
7. Set acceptance criteria, cost limits and a rollback procedure.
8. Run a supervised pilot before approving live actions.

A useful first deliverable.

Ask for a sample output, its source references and an exception list. Accept it only when a reviewer can explain the result and identify what still needs human attention. A working demonstration on sample data does not establish production readiness.

Define your first step.

Send a brief description of your process and the result you need. Please leave out confidential records. We will agree the data, permissions, scope, acceptance criteria and commercial terms before work begins.