One specific workflow
For example support tickets, sales research, contract review, internal knowledge Q&A, finance reconciliation, or IT requests.
- Workflow goal
- Roles involved
- Current friction
Contact
The best first conversation is not a general model discussion. It is about one workflow: who does the work, where it stalls, which systems are involved, where the data lives, and what failure would cost.
First conversation
For example support tickets, sales research, contract review, internal knowledge Q&A, finance reconciliation, or IT requests.
Describe where information lives: systems, documents, spreadsheets, knowledge bases, or human expertise.
If there is a demo, prompt, RAG prototype, or SaaS trial, explain why it has not reached production.
Turn 'useful' into reviewable quality, efficiency, cost, risk, or adoption metrics.
Common entry points
Screen which workflows are suitable for AI and which should wait.
Create a working workflow quickly and use samples plus evals to decide whether to continue.
Add permissions, evals, tool use, approvals, logs, and monitoring to the production path.
Train the internal team around a real project so capability remains inside the organization.
Include the company or team context, workflow to improve, current systems, data sources, whether an AI demo exists, and the desired launch window.