Understand the work before trying to automate it.
A company wants AI to prepare replies to complex requests. Experienced employees make judgments that are missing from the instructions. The process looks simple on paper, but exceptions, missing information and required approvals regularly change the actual sequence of work.
General approach
Where we could start
Review ordinary and difficult requests with the people handling them. Document the information, decisions and exceptions involved. Define a limited task for AI assistance, retain human judgment for disputed decisions and prepare requirements for specialist technical testing.
What you would have
A process description and a bounded test task that account for exceptions and decision responsibility.
Who needs to be involved
The requester, responsible participants and the specialists the task requires.
Roles and decisions
Scope and authority are agreed for the task. Relevant specialists provide technical and professional assessments.
This is a starting point for a conversation. We would check the approach against your task.
Prepare an enquiry
This is an editable starting outline, not a submitted enquiry. Add your own circumstances.