1. Customer support drafts with clear escalation
AI can draft responses to routine website, WhatsApp or email enquiries using approved product and service information. Staff should review sensitive or uncertain answers, while defined triggers escalate complaints, unusual requests and account issues. Confirm channel permissions and logging rules, and do not send automated marketing without appropriate consent.
2. Supplier document extraction with human checks
AI can extract supplier names, invoice numbers, dates, totals and line items from varied documents for review before entry into finance or operational systems. Human validation remains important for poor scans, unfamiliar layouts and conflicting values. Test representative documents and define how exceptions, corrections and confidential information will be handled.
3. Proposals and reports grounded in approved material
Teams can use AI to produce first drafts of proposals, management reports or project updates from approved templates, notes and reference material. Authors should verify figures, commitments, quotations and customer-specific details before release. Restrict source material so outdated claims, unapproved pricing or unsupported capabilities do not enter the draft.
4. Internal knowledge retrieval within permissions
A permission-scoped assistant can help staff find policies, procedures, product information and approved answers across internal repositories. Results should cite or identify the underlying material so employees can check context and currency. Access must follow existing roles, with restricted documents excluded from users who are not authorised to view them.
5. Meeting summaries that remain subject to review
AI can turn authorised meeting transcripts or notes into draft summaries, decisions and action lists. The meeting owner should review names, deadlines, responsibilities and disputed points before circulation. Set retention and access rules for recordings and transcripts, and provide a process for participants to correct material errors or missing context.
6. Choose one measurable, controlled pilot
Select one workflow with a baseline, named owner and measurable outcome, such as drafting time, validation errors or escalation quality. Start with a limited group and compare results before expanding. Where systems connect, verify supported fields, permissions, sync direction, duplicate matching, failure and retry handling, and owner acceptance tests before enabling the integration.