01
Start with a bounded task
Knowledge lookup, first-pass triage, document preparation and workflow assistance are useful starting points. Choose a task with a clear owner, a known input and a reviewable result.
AI agents & integrations
Connect AI assistance to the work your team already does, with clear access limits and human review.
01
Knowledge lookup, first-pass triage, document preparation and workflow assistance are useful starting points. Choose a task with a clear owner, a known input and a reviewable result.
02
Map data access, service accounts, consent and credential handling before enabling integrations. Separate read access from permission to change systems.
03
Define approval points, escalation paths and stop conditions. AI-generated recommendations remain proposals until an authorized person reviews them.
A scoped engagement
Final deliverables depend on discovery and the agreed scope. These are examples, not fixed commitments.
Working boundaries
Before work begins, agree permissions, change windows, acceptance criteria and recovery options. Recommendations distinguish observed evidence from assumptions and outstanding validation.
Read the engagement process →Start with a clear problem
Define the outcome, the constraints and who will own the result.