AUTOMATION ROOM [ 04 ]
Yes, we work with AI. No, you shouldn't fire the whole team because a demo went viral. Start with a process, a baseline, permission boundaries and a human responsible for exceptions.
- New enquiry → correctly assigned lead → follow-up reminder.
- Documents → extraction → human review → verified records.
- Customer issue → triage → accountable operator → resolution.
- Campaign reporting → meaningful changes → one recommended action.
- Internal research → cited findings → decision support.
- Map the current workflow before buying tools.
- Determine where mistakes create customer, privacy or financial harm.
- Keep approvals for consequential decisions.
- Measure saved time and error rate, not token counts.
- Document fallback when models and APIs fail.
First engagement: Busywork Audit — identify repeated tasks, define savings assumptions and choose one integration to test before building a platform.