Whatever fits the workflow and your existing systems. Often that’s a business plan of a mainstream assistant, or the AI features already inside tools you pay for. The recommendation comes after the audit.
The audit notes what data each workflow touches and whether it should go to an AI tool at all. Pilots use business accounts with data controls, only documents you approve, and written rules about what never gets pasted in.
No. The work is choosing, configuring, and connecting existing tools to your processes, then training your team. If you need model development or formal enterprise compliance work, I’ll say so and point you elsewhere.
One workflow, one team, a defined scope, and a measurement point about 30 days after launch. Small enough to finish, large enough to show whether it’s worth expanding.
Then you’ve learned that cheaply, and the baseline tells you why. Sometimes the fix is a simpler automation or a process change with no AI involved.
