AI workflow implementation
Connect the task.
Keep the next step clear.
Practical help turning a recurring business problem into a workflow the team can understand and use.
With Jay Clark · THG AI
Example task / enquiry replies
A reply prepared. A person in charge.
- The starting point An enquiry arrives with a question about your offer.
- The useful change Prepare a reply using the question and agreed business information.
- Your review point The owner checks the details and decides whether to send. Sending rules are agreed separately.
Illustrative example. Tools, access and fit are checked during scoping.
Find the right first workflow
Walk through where the work arrives, what information is needed and where it slows down. Choose one process with a defined owner and a useful result before expanding into other parts of the business.
Agree what the system will do
Define the inputs, output, tools, access and review points. Compatibility is checked rather than assumed. Any additional software, implementation and support costs are agreed before work begins.
Test it with the people who use it
Work through realistic examples, missing information and what happens when a step fails. A workflow should make the next action clearer and have a defined handover when a person needs to decide.
Leave the team with a workable setup
Agree documentation, training, support and who maintains the process. Drafting a reply does not automatically mean sending it: the action and approval rules are part of the scope.
Take the next step.
Choose a starting point to prepare an email to Jay. Nothing is sent from this website.