Method

Mess. Map. Simplify. Assist. Approve. Measure.

Start with the workflow, not the tool. If the process is unclear, AI will not save it. It will just make the confusion look more modern.

Mess

Start with the annoying reality, not the tool.

Who does what, where does information move, and where does it get stuck?

Remove unnecessary steps before adding AI. Automating a bad process is just faster nonsense.

Decide where AI can summarize, draft, classify, compare, extract or flag.

Decide where a human must still review, decide or own the outcome.

Define whether the new workflow actually saves time, reduces errors or improves decisions.

Quick heuristic

Not scientific. Useful as a first smell test before anyone buys another tool or calls it a strategy.

Frequency Repetition Risk Data quality Human judgment required

AI fit

Medium

Assist, do not automate

AI may help draft, classify or summarize, but the workflow needs human approval and cleaner input first.

First recommendation: map the workflow and define the approval point before building.

Send the recurring work. Keep the sensitive data out. The review starts with friction, not tool choice.