Start with a rule when the rule is clear
Our recommendation: use a straightforward condition for predictable tasks, such as checking that a required field exists or routing an approved record. A task does not need AI simply because it is repetitive.
Treat interpretation as a proposal
For tasks involving messy text, an AI-generated summary or classification can be a starting point for review. Define the categories, provide examples and keep the original available. NIST’s Generative AI Profile describes risks that make unchecked output unsuitable as an automatic source of truth.
Separate drafting from action
A suggested reply and a sent reply have different consequences. Start with drafts and agree separately which actions, if any, may run automatically. Plan for duplicates, interrupted requests and a person taking over.
Sources and limitations
The practical method above is TechGuider’s suggested approach. These references explain the underlying guidance; they do not endorse TechGuider or prove an outcome for your business.
- NIST: Generative AI Profile
A 2024 companion covering generative AI risks, including confidently stated false information.
Suitability depends on your task, information and review process. A source-check date records when the references were checked; it is not professional certification.
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