Where should a business start with AI automation?
Start with a repeatable task, an accountable owner and a result you can check.
Look for a workflow, not a tool
A useful candidate happens regularly, follows recognisable rules and consumes time moving or preparing information. Enquiry triage, onboarding checklists and document intake can fit this pattern. A rare task with changing judgement calls is usually a harder starting point.
Separate preparation from authority
Preparing a draft is different from sending it. Extracting a date is different from changing a contractual deadline. Define which steps AI may prepare, which it may execute and which always require a person.
Check the data and the connection
Ask where information comes from, whether it is reliable, who is allowed to access it and whether the software provides a supported API. A product having an API does not prove that a particular integration is available on your plan or suitable for your workflow.
Measure a baseline
Record the actual work: how often the task occurs, the time spent, rework, exceptions and the people involved. Use those observations to agree acceptance criteria. Do not substitute a generic industry savings claim for your own baseline.
Choose the appropriate level of help
Questions to ask before committing
- What is included, and what counts as a scope change?
- Which software, usage and support costs recur?
- What happens when information is missing or AI is uncertain?
- Who reviews actions and owns ongoing operation?
- How will the workflow be tested before it touches real work?