Choose a bounded workflow
Start with one task whose inputs and desired outputs are clear. Identify the person who benefits and the person responsible when the output is wrong. Compare the idea with a simpler automation.
Check the data you can use
Understand the source, quality and permissions attached to your data. Decide what should never be sent to an external model and how long inputs and outputs should be retained.
Evaluate with real examples
Create representative examples and difficult edge cases before choosing a model. Review usefulness, accuracy, latency and cost together. A convincing demo is a starting point, not proof of production readiness.
Keep review and fallback practical
Provide a clear way to review, correct or reject output. Decide when a person must approve an action and how the workflow continues when the AI service is unavailable.