The opportunity may be a repeated approval, a service-desk handoff or time spent searching internal knowledge. I start by understanding that work and its constraints. Fixed business rules suit deterministic automation; language and retrieval tasks may benefit from AI when the sources, permissions and evaluation are clear.
01
Business automation design
Map the process, authoritative data, decisions and manual handoffs. Connect workflows, APIs and internal tools, giving exceptions a named owner and a recovery route. Choose the implementation around the work it must perform.
02
Internal assistants and knowledge retrieval
Scope assistants around approved documentation and defined users. Design permission-aware retrieval, source references and document freshness, then test whether answers are grounded in the material the user is entitled to see.
03
AI agents with explicit permissions
Define the tools an assistant may call, the information each tool exposes and the actions requiring human approval. Keep credentials and consequential actions under server control, with an audit record and clear failure handling.
04
Pilot evaluation and operating design
Agree representative tasks and measure answer quality, failure modes, latency and cost. Test uncertain answers, missing context and disallowed actions. Use the results to decide whether to expand, revise or stop the pilot.