Choose the process before the platform
Look for work that is frequent, time-consuming and easy to evaluate: searching approved internal documents, preparing first drafts or categorising routine requests. Ask the people doing the work where they lose time.
Check the information it needs
Identify what information the tool will use, who can access it and how outputs will be checked. Avoid putting sensitive business information into unapproved tools.
Make the pilot measurable
Pick one team and one workflow. Record the current effort and quality, then compare the pilot against that baseline. Keep human review for decisions that affect customers, finances or staff.
Plan for adoption
A useful pilot needs clear guidance and a feedback loop. Give people a way to report mistakes and improve the workflow before expanding it.


