Name the work.
Map the trigger, current steps, owner, systems and exceptions. Agree the baseline and the acceptance criteria with the people affected.
Output: an agreed workflow and evaluation brief.
DELIVERY / A CLEAR PATH TO PRACTICAL VALUE
Prove the handoff.
Then widen the scope.
A project starts with a real task and a measurable outcome. It grows when quality, recovery and responsibility hold up in practice.
Design the boundaries.
Approve information sources, identity, processing location and scoped tools. Separate read, draft, approve and write. Define a recovery path before granting access.
Output: a reviewed data and permission design.
Test the difficult cases.
Use representative tasks, incomplete information and broken connections. Compare quality, review effort, latency and cost against the existing process.
Output: evidence against agreed acceptance criteria.
Keep an owner.
Agree support, monitoring, change control and escalation. Review exceptions and tool permissions as the process changes. Expand only where the evidence supports it.
Output: a defined operating and review plan.
ILLUSTRATIVE / COMPLETED JOB TO OFFICE RECORD
One handoff,
made explicit.
01 / SIGNALA job arrives.Context + permissions
→02 / PREPAREAn agent organises.Sources + next step
→03 / DECIDEA person approves.Exceptions + judgment
→04 / CONNECTThe record moves.Approved integration
Input: an authorised work order and a worker’s approved completion notes.
Agent proposal: a structured draft, missing-evidence flags and a suggested next owner.
Approval: a person reviews the evidence and proposed update.
System action: only an approved connector can write the agreed record. Failed writes are visible and recoverable.
An architectural example, not a connected demonstration. No worker records or business systems are accessed here.
What a good pilot
must answer.
- Does the output meet the agreed quality standard?
- Can people spot and correct missing or incorrect information?
- Are actions constrained to the intended permissions?
- What happens when a source, model or connector is unavailable?
- Is the complete workflow useful once review effort and operating cost are included?