Separate draft from send on day one. Anchored to AI Automation Playbook for Teams.
Last updated: 2026-08-02
Steps
n- n
- Define the job metric nn
- Document current steps nn
- Insert AI only where judgment is low nn
- Add approval gates nn
- Pilot then review n
Worked scenario
A weekly reporting pack that currently takes two hours of copy-paste.
Tools
Keep ChatGPT, Claude, and relevant directory tools open while you practice. Notion AI helps keep the runbook living.
Avoid
Do not automate refunds, legal conclusions, or unsupervised customer emails.
Business context
See Business Solutions for industry framing when relevant.
FAQ
Timebox?
Most teams finish a solid first pass in under two hours.
