Use rules when the path is predictable.
Moving an approved record, sending a scheduled reminder, or copying a known field usually needs dependable rules. If the same input should always produce the same output, start with ordinary automation.
Explore AI when interpretation matters.
Summarizing a document, drafting a response, or classifying a written request may benefit from AI. The output can vary, so a useful workflow includes checking, correction, and clear responsibility.
Keep people at the right decision points.
A suggested next step is different from an approved action. Name the reviewer, show the source information, and make it easy to correct the result before it changes records or reaches a customer.
Combine tools when that makes the work simpler.
AI can prepare structured information; rules can validate and route it; a person can approve it. Judge the whole workflow by usefulness, reliability, and cost.
Where should you start?
Recommended Approach
Choose the description that best fits your task.