Field Note
Before team training, try the difficult case
If I were planning training for a new AI workflow, I would start with the part of the demonstration most likely to be skipped: something going wrong.
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Useful thinking for more human work.
Practical ways to understand, build, test and improve AI at work.
Field Note
The draft is faster. Is the job?
I want an AI implementation to give people room for useful work. To judge that, I would follow the task beyond the moment an answer appears.
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Practical ideas for making AI useful at work. About twice a month.
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AI spend is rising. What work has improved?
Follow one workflow from request to accepted result. Count the work people still do and choose a next test.
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Test the handoff before automation
Write the expected result, test the difficult case and check what a handoff preserves before adding automation.
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Could your team run this without the current AI?
Identify what you can take with you, what needs rebuilding and whether the same job works elsewhere.
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Before you train the team, rehearse the task
A demonstration can make an AI workflow look straightforward. The person using it still needs to know which records to trust, what to check and what to do when a step fails.
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Choose a first AI project your team can judge
A first project should give your company a useful result and a clear way to judge the work. A broad ambition such as “use AI in operations” gives you neither.
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Hand over the judgment, not just the documents
An employee can leave behind a folder full of instructions while the next person still struggles to do the job. The missing part may be which source to trust, when a rule applies or who resolves an exception.
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Count the work around the AI
A subscription price tells you little about the cost of changing a workflow. Someone still has to prepare sources, arrange access, test the result, review exceptions and maintain the connections.
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Measure the accepted result, including the review
A draft appearing quickly does not tell you how much work your team saved. Someone may still need to verify facts, correct the result and finish the handoff.
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We already have a sales process. Would AI help this task?
Your team already has a way to follow up, prepare meetings or keep sales records current. The useful question is whether a specific change improves one task inside that routine.
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PDF guides and work examples to download and keep. No subscription required.
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BR8N service sheet
The Audit, Company Install and optional ongoing support, in one place.
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First workflow guide
Find a useful starting point and define the work you want to improve.
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Source response example
See how company knowledge can support a response with sources you can check.