Start with a task, not a tool
The best first step is to choose a small, repeatable piece of work and describe what a correct result looks like. If the steps and decisions are predictable, a checklist or ordinary automation may be enough. AI becomes worth testing when the task involves varied language or inputs that simple rules cannot handle well.
- Not sure where to begin? Use the first-task guide to find a manageable starting point.
- Before choosing software, compare AI with rules-based automation.
- Check the process, data and review arrangements with the readiness checklist, then see how it behaved on 12 made-up workflows.
A readiness score is a prompt for investigation, not permission to automate. Once the task is clear, move to choosing a tool and define a small test before committing.