THE SHORT ANSWER
Which business workflows are worth piloting with AI?
Start with internal document search, support-reply drafts, document-field extraction, request triage, or handover summaries. Choose one repeated task with approved data and a reviewer. Compare the accepted output, correction effort, response time, and total cost with the current process before expanding the pilot.
1–2. Find information and prepare drafts
An internal knowledge assistant can retrieve approved documents and link to its sources. A support assistant can draft replies for an agent to check. Test both with realistic questions, outdated documents, and cases where the correct response is to ask for help.
3–4. Extract fields and route requests
Document processing can suggest invoice fields for validation. Request triage can propose a category or destination. Define what happens with missing fields, ambiguous requests, and sensitive information. Keep approvals with the people responsible for the workflow.
5. Summarize work in progress
A summary of tickets or meeting notes can help a team prepare a handover. Link back to the original records and ask reviewers to check commitments, dates, and exceptions. A fluent summary is not evidence that every detail is correct.
A starting checklist
Record the current time and effort per task.
Build a small set of representative test cases.
Measure correction effort and cost per accepted result.
Keep a manual path when the system cannot help.
Expand only when the pilot improves the whole workflow. If checking the output takes longer than doing the task, change the approach or choose a different use case.
