Describe the job
Define the task, the information available and the output you need. For example, prepare a draft follow-up list from approved meeting notes.
Set the boundaries
Specify what the assistant can read and what it can change. Require review before consequential actions such as sending messages or changing records.
Test with real examples
Try common cases and awkward exceptions using approved sample information. Check the output against the original material.
Keep ownership clear
Assign a person to review performance and handle mistakes. Expand the scope only when the current task works reliably.
Connect AI to a specific business need
- Inventory management: summarize demand patterns and flag stock exceptions for review.
- Daily accounting: suggest expense categories and highlight incomplete invoice information.
- Overseas operations: consolidate remote team updates into a shared action list.
Define the source data, access permissions and review steps for each task. Keep a named person responsible for exceptions and consequential decisions.
Discuss your next step ↗