Automation & AI

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1. Can you automate it before you hire for it?

   Test the repeatable work before opening a requisition, without confusing saved effort with judgment, coverage or a smaller payroll.

2. Choosing the first workflow to automate

   Compare repeatable workflows by input quality, error cost and review burden before testing one small candidate.

3. AI at the service desk, with a person checking the work

   Use AI for summaries and drafts with explicit review points, protected inputs and a correction-rate record that includes rejected output.

4. Roll out AI tools without handing over client secrets

   Set prompt-data boundaries, check the exact account and tool documentation, and give staff an approved-use note with an owner and a stop route.

5. Measure automation savings without double counting

   Count distinct work, active human effort, exceptions and maintenance, then separate existing savings from a proposed scenario.

Guides for this role

Working sheets

Tools for the decision