AI-assisted workflow prototype

Back to resources

AI-Assisted Workflow Prototype

An AI-assisted workflow prototype is the right next step when the workflow needs interpretation, classification, summarization, drafting, or synthesis.

Best Fit

Use this path when a rules-only automation would be too rigid, but the workflow has enough trusted context and review control to test AI safely. The first version should be bounded and reviewable.

This often maps to the audit outcome: Agent.

Poor Fit

This is a poor fit when the team cannot identify trusted sources, review points, or actions that should never happen automatically. It is also a poor fit when the expected output cannot be judged by a human owner.

What To Prepare

Bring examples of source material, desired output, bad output, and the decision a human should make after reviewing the AI-assisted draft.

Useful prep:

• Source documents or records.
• Example summaries or drafts.
• Review criteria.
• Actions that require approval.
• Sensitive data boundaries.

Audit Mapping

If your audit points here, the practical next step is a small prototype that keeps a human in the loop. The prototype should prove whether AI helps the workflow before it is allowed to act on behalf of the team.