Guided route
Start with the workflow, not the tool.
A sensible AI workflow begins by making the existing process visible. Then define the AI’s limited role, human checkpoints, exception routes, ownership and evidence.
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Understand the whole workflow
Separate a repeatable process from a one-off AI task.
Map the current process
Identify triggers, inputs, outputs, handoffs, roles and bottlenecks.
Define the AI-assisted step
State what the AI may do, what evidence it receives and what it must not decide.
Place human review
Match review strength to consequence, uncertainty and reversibility.
Build the exception lane
Plan escalation, degraded operation, correction and stopping conditions.
Monitor the process
Track useful outcomes, overrides, failure patterns, queues and version changes.
Before you automate
- A responsible owner is named.
- The current process can be explained.
- Inputs and allowed data are defined.
- Human review has a clear purpose.
- Exceptions have an assigned route.
- People can stop or correct the workflow.
- Records support later review.
Interactive
Test your starting point
The readiness scorecard and review planner run entirely in your browser and do not upload workflow details.
Open the tools