Choose the first task, before the first agent.
A useful first automation begins with a task that somebody already understands. Choose a repeatable process with recognisable inputs, a clear finish and an owner who can say when the result is wrong. Drafting a weekly operations summary from approved material is easier to evaluate than asking an agent to “manage the business”. Write down what the task currently takes, where judgement enters and what a good output looks like.
Separate reading from acting. A system that drafts a reply needs less authority than one that sends it, changes a record or spends money. Start with the minimum tools and data needed. Name the actions that require human approval, the records that must remain private and the person who can stop the workflow. Existing access controls should still apply when an agent is involved.
Prepare a small set of representative examples before choosing a platform. Include ordinary cases, ambiguous instructions, missing information and a deliberate failure. Compare the result with a human-reviewed reference. Track whether it completed the right task, used the right sources, stayed inside its permissions and asked for help at the right moment. Speed alone is an incomplete measure.
Run a bounded pilot with a human reviewing the output. Keep a practical route back to the previous process. Decide who checks logs, updates instructions and reassesses the workflow when a model or tool changes. A task can be worth automating even when the best design is a short sequence of fixed steps with one carefully placed AI component.
For a broader risk vocabulary, consult the NIST AI Risk Management Framework. Our checklist is an editorial planning tool, not a claim of NIST certification or a compliance assessment.
Bring this to the first conversation
- One task, one owner and an example of a good result.
- The data and tools it may use, and actions requiring approval.
- A test set, success measures and a rollback procedure.
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