Choose a bounded task
Identify a specific piece of work where assistance could be useful, such as extracting information from a document or finding relevant internal knowledge.
Understand the information boundary
Define what information the feature needs, who can access it and what should remain outside the workflow. The same business access requirements should inform the AI solution.
Decide how people review the result
Identify which outputs require a person to check or approve them. Make it clear how the user can correct an answer or proceed when the system is uncertain.
Evaluate with representative examples
Use examples from the actual workflow, including difficult or incomplete inputs. Review whether the feature provides useful assistance before increasing its responsibility.
Connect it to the existing system
The value comes from how the feature helps people complete work. Consider where it belongs in the application and how the team will support and improve it.