Insights · AI
AI guides for business workflows, tools and guardrails
AI earns its place in a business process when the task, the data it may see and the person who checks its output are defined before a model is chosen. These guides cover scoping a first pilot, document and email workflows, AI agents with guardrails, human review and approval, and connecting AI to internal data safely.
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Guides are drafted with AI assistance; facts checked against any sources a guide cites. General guidance, not advice for your situation; verify before relying on them.
Guides
5 guides on AI.
AI integration · Pilots
Scoping a first AI pilot with acceptance criteria you can measure
How IT and engineering leaders can scope a first AI pilot that ends in a clear decision: choosing the process, measuring a baseline, writing acceptance criteria before building, assembling an evaluation set, running shadow mode and making the go or no-go call.
7 min read
AI integration · Workflows
Adding AI to document and email workflows safely
A practical guide to using AI for classifying, extracting and summarizing business documents and email: where it fits, human review, data handling, choosing between Claude, OpenAI, Gemini and Grok, and how to evaluate it.
7 min read
AI integration · Agents
Putting AI agents to work on internal processes, with guardrails
Where AI agents help inside a mid-sized company and how to run them safely: scoped tool permissions, human approval for actions, audit logs, spending limits and evaluation. Vendor-neutral across Claude, OpenAI, Gemini and Grok.
7 min read
AI integration · Human review
Designing human review and approval into AI workflows
How to design human review and approval into AI workflows so it catches real errors without becoming a rubber stamp: deciding what needs review, routing on signals you can trust, review screens, approval gates for actions, capturing corrections, and reducing review safely over time.
9 min read
AI integration · Data access
Connecting AI to your internal data safely
How to let an AI assistant answer from SharePoint, file shares and databases without exposing data people shouldn't see: carrying each user's permissions through retrieval, choosing what to index, keeping the index current, citing sources, and least privilege for the pipeline itself.
10 min read
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