Preparation
Prepare for an AI Operations Fit Call.
The first call is most useful when the workflow is specific. Bring enough context to discuss what the AI agent may do, what must stay approved, and what evidence would prove improvement.
Before the call
Name the workflow you want to improve.
List the systems AI would need to read.
Identify actions that should remain prohibited.
Bring one example of an exception or edge case.
Decide who currently approves or reverses the work.
Write what would prove the workflow improved.
Useful resources