Your first 90 days of AI automation

Start with one workflow that is high volume and low risk. Inbox triage, tagging and first-draft generation qualify. Anything that touches money or compliance does not, yet.

Instrument before you automate. If you cannot measure how long the manual process takes today, you cannot prove the automation helped.

Keep a human in the loop for the first month and log every override. The overrides are your training data and your future test set.

Expand only after the first workflow has run unattended for two weeks without an incident.