Start with a narrow workflow
Choose one repetitive task with a clear owner and a clear definition of success. Document the current process before adding a tool.
- Artificial intelligence for contractors covers useful starting points and risks.
- Contractor workflow automation explains how to map a process before automating it.
Keep a person accountable
A person should approve customer facing messages, estimates, schedules, and decisions that affect safety, money, contracts, or personal data. Tool output can be wrong even when it sounds confident.