Map the current task
Write down trigger, inputs, decision points, outputs and owner before automating.
Lesson 1 of 4 · Learn it by trying itWatch: Designing safe, repeatable workflows
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Map the current task. Write down trigger, inputs, decision points, outputs and owner before automating.
Design approval gates. Put a responsible person before consequential external actions.
Handle failures. Define timeout, retry and escalation behaviour.
Monitor and improve. Log operational events without unnecessary personal data.
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Write down trigger, inputs, decision points, outputs and owner before automating. Identify confidential data and costly mistakes. Sometimes a simple rule is sufficient.
Map the current process before introducing AI: trigger, inputs, steps, owner and output. Identify which parts are fixed rules and where judgement is required. Start with a low-risk drafting step using synthetic data. Automating a poorly understood process can scale its mistakes. Agree what stays manual and how the operator can stop the workflow.