Start with a task you can review and repeat. A small team often benefits from a single approved drafting task; a larger team can test an owned workflow in one department before extending it.
Choose a starting point your team can support
| Illustrative team | Good first scope | What to confirm |
|---|---|---|
| Five people, one manager | Draft a recurring update from approved notes. | One owner reviews each draft before it is used. |
| Twenty-five people, several roles | Extract fields from a predictable form for one team. | The team has a reviewer and a path for exceptions. |
| One hundred people, several departments | Pilot a shared workflow in one department with a small permission set. | Each new team gets its own data, owner and release decision. |
Use ownership to decide how far to expand
Team size is a proxy for coordination. A five-person firm with sensitive records may need more control than a larger business testing drafts from public information. Compare where the data sits, who owns it and who has time to review output. Choose the next workflow only after the first team can show accepted results, errors and review effort.
Work through an example before buying seats
A multi-department firm might test a weekly report in operations. After three representative runs, the process owner checks whether the source references are correct and whether review saves time. If finance wants the same pattern, review its data access and acceptance tests separately. The first pilot can suggest what to test next without proving that the second workflow will behave the same way.
Use the use case prerequisites guide to see the inputs and review needed for specific tasks, and the shortlist template to rank your options.
We can help choose a first use case that matches the time and approval capacity you already have. Explore NetSys AI consulting.
Related reading
Also on this topic: AI Opportunity Shortlist: A Template for Ranking Real Work · How to Start an AI Consulting Engagement: The First Meeting
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