Practical guide

A Practical Checklist for an AI Automation Pilot

Scope one workflow with sensible review points, test cases, and ownership.

Mohammad Al-TarawnehJuly 29, 20264 min read

A useful AI pilot has a narrow job, known inputs, representative tests, and clear review points.

Before the build

  • Choose one workflow and owner
  • Identify sensitive data
  • Collect representative examples
  • Define unacceptable errors
  • Decide when a person must approve

Before launch

  • Test normal and difficult cases
  • Log important actions where practical
  • Create a fallback path
  • Train the actual users
  • Review usage before expanding
This guide is general information, not legal, security, or financial advice. A real implementation needs review of the specific process, data, tools, and jurisdiction.

Start with one workflow

What does your team repeat every day?

Show us the spreadsheet, website check, inbox process, approval chain, or report that consumes time.

Book a Process Assessment