Quick guides for planning automation.

• Requests come through a few channelsEmail, a web form or a helpdesk — a small number of entry points is the easiest place to start.
• You can name your main categoriesA short list, such as billing, technical and account changes, gives the AI clear labels to choose from.
• You know what counts as urgentWrite down what makes a message urgent — an outage, a cancellation, a key account — so the rules can match it.
• Someone can review AI draftsA person checks replies before they go out, especially in the first weeks.

Ticked all four? You’re ready to talk about AI triage.

• Pick one repetitive workflowChoose a task your team repeats every day or week, with steps you can describe.
• List the tools it touchesNote every app involved — inbox, CRM, spreadsheet, helpdesk — and who has access to each.
• Estimate weekly volumeA rough number is fine. It shows where automation would save the most time.
• Define a good outcomeDecide what success looks like: faster replies, fewer manual steps or fewer errors.

Bring these notes to your consultation and we can start from them.

• What if it runs by mistake?Picture the worst case — a wrong refund or a deleted record — and plan for it.
• Who must approve it?Name the person who signs off, and what they need to see to decide.
• Can it be undone?If it can’t be reversed, it should always wait for a person’s approval.
• Where is each run logged?Every run should leave a record of what happened, when, and who approved it.

If any answer is unclear, keep a person in the loop for that step.