An assistant for preparation and understanding
An assistant can find information, summarize a document or prepare a draft. Define its sources and how it shows the basis for an answer. For important decisions, users should be able to check the source and correct the result.
Automation for an agreed workflow
When the steps are known, focus on inputs, rules, access and reliable completion. For example: receive an inquiry, check required fields and prepare a task in an internal tool. Define how duplicates and errors are handled too.
Combine them when there is a reason
AI might suggest a document category while the system prepares an item for review. A person confirms the next step. This works best when decisions, data handling and work history are clear.
The same topic, two different deliverables
If a team asks what the returns policy says, an assistant can locate the source and prepare an answer for review. Recording an approved return requires a workflow that checks required data, prevents duplicates and records the result. Conversation and execution have different quality criteria. Before requesting a proposal, specify whether you need help understanding information, preparing a suggestion or completing a predefined task.
Test the solution on difficult examples
Alongside a clean example, include a message with missing information, a contradictory document and a repeated request. Observe whether the system asks for clarification, shows a source or indicates it cannot continue. Agree which actions always wait for human confirmation. This reveals more about usability than a single perfect demonstration. Record what works, what fails and who handles each exception.
Describe the result in a simple sentence. If it explains what should happen and who confirms it, choosing the solution becomes easier.