Choose the workflow you need to improve
AI is most useful at work when its role is specific and someone can check the result. Start with one transfer, draft or decision-support step. Keep rules for predictable actions, give the tool only the access it needs, and decide what must stop for human review.
- For repetitive admin, read the invoice-entry experiment and the AI-versus-rules reminder test. Their synthetic inputs reveal failure cases, not guaranteed business results.
- For customer inquiries, begin with the follow-up blueprint and compare it with the 30-inquiry experiment.
- Before connecting business systems, check what data to share and which permissions an agent needs.
Customer discovery is a different problem: the ChatGPT discovery guide explains how to make your business information clearer and easier to find. For any workflow change, use Costs & Results to decide whether the effort pays off.
