Map the workflow
List the input, steps, decision points, output and responsible person. Identify which steps require judgment and which are repetitive enough for assistance.
- Time the current process
- Choose one bottleneck
- Keep approval points visible
Create reusable instructions
Document the context, format, constraints, source material and review checklist. Consistent instructions make testing and training easier.
- Use approved examples
- State what the tool must not do
- Save the final human review criteria
Calculate the real gain
Include setup, editing, correction, tool cost and training time. A fast first draft is not efficient if it repeatedly requires major repair.
- Measure end to end time
- Track error types
- Retire workflows that do not improve
