Start with a repetitive information task that a person can review. An AI pilot is easier to evaluate when the input, expected result and approval step are clear.
Choose a bounded task
Consider sorting enquiries, preparing a first draft or finding information in approved documents. Describe what happens today and where someone spends time checking or moving information. Do not start by adding AI to every step.
Decide what information it needs
List the sources the workflow may use and the information it should never receive. Access, permissions and provider settings belong in the project requirements. Use representative test examples before introducing live information.
Keep a person in control
Decide who reviews the result and which actions require approval. Drafting a response and sending it are different permissions. Define what should happen when information is missing or a result is uncertain.
Compare against your current process
Build a small collection of realistic cases, including unusual and incomplete requests. Check whether the output is useful, accurate enough for the task and easy to correct. Record the issues instead of hiding them behind a single success score.
Plan for ongoing ownership
Name the person who maintains the workflow, reviews costs and handles failures. If the pilot does not improve the task, a simpler automation or clearer process may be the better choice.