Before testing
Know what not to share
Set data boundaries before someone pastes a real customer, employee, financial, or confidential record into a tool.
Read guideGuided starter kit
Start with one workflow worth improving.
Choose a useful task, check whether AI is a good fit, set clear boundaries, and leave with a 30-day pilot your team can follow.
1Choose a taskStart small and specific.
2Check fit and riskKeep human judgment in the loop.
3Plan the pilotTest, learn, then decide.
Use the right support at the right moment
The pilot is only one decision. These tools help make it durable.
During testing
Track the decision
Give the pilot an owner, a review step, a status, and a next review date before informal use spreads.
Open registerWhen routine work stops
Map the human handoff
Make it clear when a case leaves the assisted path, who decides it, and what must happen before the workflow resumes.
Build exception mapCapacity gained
Protect the time you free up
Decide how the team will use the regained time for customers, complex work, learning, or recovery before it becomes unplanned extra output.
Plan capacityWith your team
Introduce the change well
Explain that the goal is less repetitive work and better support, not hidden monitoring or replacing judgment.
Read guideWith your team
Run a short team check-in
Give the people doing the work a real say in the task boundary, review step, safeguards, or use of capacity.
Prepare check-in