Draft rule
What AI may write, summarise, extract or prepare before review.
The safest first workflow is not fully autonomous. It is AI-assisted: the system prepares the work and a person approves the decision.
Small businesses do not need a black-box agent making promises to customers. They need a controlled first pass that saves time and makes approval easier.
Draft a reply, summarise a thread, sort an inbox, extract missing details, prepare a checklist, create a follow-up reminder or build a handover note.
Complaints, refunds, clinical or regulated advice, pricing exceptions, private details, promises to customers and anything unclear should be routed to a person.
Before anything touches live work, the review should define what AI may do, what it must not do and who approves the output.
What AI may write, summarise, extract or prepare before review.
Which messages stop for a person: complaint, refund, sensitive, unclear or policy exception.
The person who approves, rejects, edits or escalates the output.
The review works from one repeated workflow and a few representative examples. Sensitive material can be described or redacted.
A recent enquiry, booking request, quote follow-up, order question, inbox thread or handover note.
Passwords, payment details, private medical detail, legal advice, HR issues and anything the team would not normally share externally.
We identify what AI may prepare, what a person must approve and what should stay human-owned.
The first paid step is fixed. Anything larger is only scoped after the review shows a safe, useful workflow worth building.
One repeated task mapped into the current steps, the time leak, safe AI prep task, approval rule and set-up / don’t-set-up decision.
One narrow workflow only: enquiry response, quote follow-up or inbox triage, tested on real examples before it touches live work.
If the first workflow earns trust, keep improving it or choose the next repeated task. If it does not, stop without a vague programme.
A missed enquiry. A quote that needs chasing. A booking inbox. An order question. A handover stuck in someone’s head. We will map it and tell you honestly whether AI is worth installing.