Check the foundations for one AI workflow and get a practical next step.
Answer for one proposed workflow. This is a planning aid; the result is not a technical or compliance approval.
Pick a task such as classifying enquiries or preparing an invoice record, rather than “use AI across the business”.
Collect normal cases and awkward exceptions. Remove information the pilot does not need.
Identify the source documents or systems and assign an owner to approve access.
Review the data categories and provider arrangement before connecting real records.
Separate reading and drafting from actions that change records, publish content or move money.
Name an owner and define how they receive the source information and attempted result.
Measure time, error rate or response quality first; decide what change would justify the cost.
Include model usage, hosting, staff review and maintenance as well as development.
Confirm supported APIs, exports or other access options before promising automatic updates.
Agree the users, test cases, cost limit and decision point for continuing or stopping.
