Begin with a business question
Choose a problem worth solving and establish how you will recognize improvement. Avoid selecting a tool first and searching for a reason to use it.
Bring the team into the decision
Involve the people who perform the work and the people accountable for its quality. Agree on acceptable inputs, human review and escalation before introducing AI into a live workflow.
Scale on evidence
Use a bounded pilot to compare quality, effort and outcomes. Expand when the evidence supports it, and keep an owner responsible for monitoring the revised workflow.
Put it into practice
Bring one priority use case to your leadership team, alongside its owner, intended outcome, data boundaries, and review process.