Direct answer
Identify one or two workflows where AI can plausibly help, write down what data it is allowed to see, name the human reviewer, and define how you will measure whether it actually helped — before you choose a tool.
Deeper explanation
Most failed AI rollouts begin with a tool decision. The teams that succeed start by naming a workflow, a data scope, a reviewer, and a measure of success. Tools become an implementation detail.
When to use this
Any team considering AI in customer-facing, regulated, or revenue-affecting workflows.
What to avoid
- Skipping review gates
- Sending sensitive data to consumer endpoints
- Measuring activity instead of outcomes