Useful starting points
- Draft an internal summary from notes that a person already reviewed.
- Organize common customer questions for a human approved response library.
- Classify incoming requests for review without deciding price, scope, or availability.
- Create a checklist from a documented office process.
Risks to control
- Incorrect facts, dates, pricing, codes, and license information
- Personal or customer data sent to a provider without a clear need or agreement
- Messages sent without review or consent
- Automation that hides failures or creates duplicate work
A simple evaluation
Run the workflow on a small set of non sensitive examples. Record accuracy, review time, failure modes, and the cost of correction. Continue only if the measured process is better than the existing one.