Put a review step in your AI workflow.

Choose a task you can inspect

A practical starting point for AI in operations is a task with clear inputs and an output that someone can check. Drafting an internal summary, suggesting categories for requests, or preparing a first version of a routine response can provide a contained experiment.

Begin by describing the task without mentioning a model or tool. Define what a useful answer contains, which sources it should use, and what a reviewer needs to verify. If the task cannot be described clearly, adding AI is unlikely to make it easier to manage.

Decide what information may be used

Review the information the workflow needs before connecting it to an external service. Customer details, commercial documents, and internal records deserve deliberate handling. Use only the information needed for the task and review the relevant service settings and agreements before production use.

A prototype can often begin with synthetic or redacted records. This lets the team evaluate the workflow while access, retention, and deployment decisions are still being resolved.

Design the review, not just the generation

The reviewer should be able to see the source material and understand which parts need attention. Make it clear who approves the output and what happens when the answer is incomplete, unsupported, or unsuitable.

• Keep the original material available beside the draft.
• Require confirmation before consequential external actions.
• Provide a straightforward way to reject or correct an output.
• Record useful feedback without retaining unnecessary sensitive data.

Evaluate the entire workflow

Assess time spent reviewing and correcting as well as time spent generating. Compare the output against representative examples, including difficult inputs, and decide when the system should hand the task back to a person.

An AI feature is part of an operational system. It needs ownership, appropriate access, a fallback, and periodic review. Start with a limited scope and expand only when the complete workflow has earned that confidence.